Le 8 juillet approche… êtes-vous prêt pour le retour des droits de douane ?
Trump menace de relancer la guerre commerciale, et certains investisseurs se demandent déjà s’il faut fuir les multinationales. Dans cette vidéo, je m’appuie sur une étude très solide de Sparkline Capital pour répondre à une question essentielle : faut-il vraiment privilégier les entreprises locales face à la montée des tensions commerciales ?
Quelles entreprises sont les plus exposées ? Pourquoi les multinationales ont historiquement surperformé ? Comment repérer les sociétés les plus résilientes (Caterpillar vs Cognizant) ?
Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.
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