If the current liquidity impulse becomes semi-permanent, history suggests that a massive rotation from growth to value and from financial assets to real assets may ensue. The long “super cycle” for real assets is due for a turn.
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If the current liquidity impulse becomes semi-permanent, history suggests that a massive rotation from growth to value and from financial assets to real assets may ensue. The long “super cycle” for real assets is due for a turn.
之前
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