Morgan Stanley's Sharma is Skeptical of European Populism

The video discusses the contrast between politics and data, highlighting the growth of the European economy compared to the US. It analyzes the political climate in Europe, focusing on the potential impact of populism and nationalism. The video also examines market reactions to political events like Brexit and Trump's victory, and explores opportunities in European equities, noting their underperformance relative to US equities and the potential for growth.

What is the current growth rate of the European economy compared to the United States?

• 3% slower

• Equal growth

• 2% faster

• 1% slower

What is the main concern regarding European politics, particularly in France?

• Trade deficits

• Rise of populism

• Economic recession

• Environmental policies

How do markets typically react to unexpected political events like Brexit or Trump's victory?

• They react more positively

• They remain unaffected

• They react as expected

• They react differently than anticipated

What is the current state of European equities compared to US equities?

• Equal performance

• At multi-decade lows

• At multi-decade highs

• Slightly outperforming

What is the likelihood of Europe experiencing another recession soon?

• Moderate

• Certain

• Very high

• Low