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BBCNEWS Talking Business June 4, 2024 01:39:00 - Vimarsana News

BBCNEWS Talking Business June 4, 2024 01:39:00

Is that a lot of the economists are actually predicting this, and typically the world panned out differently from what the consensus thinks. and so we shall see. now, of course, the old the old expression that when the. when the us or america sneezes, the rest of the world catches catches a cold and. and that's important to you. i mean, the us is your biggest market. i believe more than 40% of your investments are in the united states and the united states economy is driven by the american shopper. let's be frank, right by the consumer that's also predicted to to slow down. how much of an impa...

BBCNEWS Talking Business June 4, 2024 15:40:00 - Vimarsana News

BBCNEWS Talking Business June 4, 2024 15:40:00

Let's be frank, right by the consumer that's also predicted to to slow down. how much of an impact could that have on the global economy? well, it's difficult to quantify it, but clearly it's very, very important. right. and you are right. we have more than 40% of our portfolio invested in in the us. and so clearly the health of the us economy is very, very important. and a lot of that spending in the us over, let's say the 20 to 25 years has been driven by, well, buying cheap stuff out of china. and we've seen beijing with these very tough restrictions, a lot of lockdowns easing, possibly eas...