Credit Suisse's Strobaek on Trump, Brexit

The video discusses macroeconomic trends, focusing on Trump's policies and their impact on global equities. It highlights the energy sector's potential and infrastructure investment, particularly in Asia. The video compares China's cement usage to the US's, emphasizing rapid development. It also covers Brexit's implications for the EU, potential challenges, and the political landscape in Europe.

What challenges are anticipated in the Brexit negotiations?

How does the speaker view the potential election of Mrs. Le Pen in France?

What is the speaker's overall view on China's economic situation?