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“There are no country plays to be made anymore.”
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“Italy and Spain were very different -- you could make a lot of money betting on specific countries.”
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“Five years from now, it's going to be one global marketplace.”
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“Even Asian markets trade more in sympathy than they used to.”
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“As we move forward into the year, we'll see things slowing down and companies lowering growth expectations. The bull market is in its last innings.”
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“I fully expect some blockbuster deals to hit the tape in the following months. M&A is here to stay.”
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