The time is right to buy UK equities. These stocks have a “political risk” discount at the moment: a markdown on their value in light of uncertainty over Brexit. But this discount is too big, and we see multiple drivers that will make it shrink.
現在是買入英國股票的好時機。眼下這些股票存在“政治風險”折扣:鑒于英國退歐的不確定性,英國股票的價值被低估。但這個折扣現在太高,而我們看到有多個驅動因素將收窄這個折扣。
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