Nataliia Lipikhina, head of EMEA equity strategy at JPMorgan Private Bank, discusses the rotation away from semiconductor stocks and why she sees hyperscalers benefiting. Speaking on Bloomberg Television, she also comments on European equities and why banks are attractive. (Source: Bloomberg)
Nataliia Lipikhina, head of EMEA equity strategy at JPMorgan Private Bank, discusses the rotation away from semiconductor stocks and why she sees hyperscalers benefiting. Speaking on Bloomberg Television, she also comments on European equities and why banks are attractive. (Source: Bloomberg)
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