BlackRock/iShares - Weekly Investment Commentary: As Markets Plunge, Some Value Surfaces
Highlights:
- The spike in volatility is consistent with two trends: slower economic growth and deteriorating credit market conditions. That said, we don’t think this is a prelude to another 2008-style cataclysm.
- Despite improvement in European economic data, companies exposed to global trade, particularly in Germany, have been singled out for special punishment. At this point, the selling may be overdone.
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