Morgan Stanley's Sharma is Skeptical of European Populism

The video discusses the contrast between politics and data, highlighting the growth of the European economy compared to the US. It analyzes the political climate in Europe, focusing on the potential impact of populism and nationalism. The video also examines market reactions to political events like Brexit and Trump's victory, and explores opportunities in European equities, noting their underperformance relative to US equities and the potential for growth.

What are the two different worlds mentioned in the text regarding politics and data?

How does the European economy's growth compare to that of the United States according to the text?

What does the text suggest about the potential outcome of the elections in France?

What are the reasons provided for being relatively bullish about Europe and European equities?

What fundamental changes in Europe are mentioned that could impact its economic outlook?