Infrastructure And The Markets
Bloomberg Intelligence
00:00
Are You Playing a Longer Term Perspective?
There's plenty of value and no, reason to be optimisticw provided that you can sort of assume that there is going to be interferencein in the market economies for some time. Soiif we now, we look at things from a longer trm perspective, i'm sticking with the long term top line growth stories,. Or are you playing maybe i maybe a ittle bit longer, reopening trade on from a global perspective? Yes. To sat to buckat us, it's defly not in technology. I might think that area of the market is very expensivet may be, justifiably so. We find a lot of opportunity. But it does require patience.
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