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Global Economic Indicator that’s Worse than the GFC

Demand for semiconductors is an indicator of the health of the global economy. Right now, things are looking as weak as ever.

James Syme
Paul Wimborne
Ada Chan

19 Apr 2023

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Disclaimer

The views expressed are those of the portfolio managers as of April 2023 are subject to change, and may differ from the views of other portfolio managers or the firm as a whole. These opinions are not intended to be a forecast of future events, a guarantee of future results, or investment advice.

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