Sterling's Cheap, but Could Go Lower on Brexit, Says Chaigneau

The transcript discusses concerns about Brexit compared to tariffs on German car makers, suggesting a deal might be reached despite increased no-deal risks. It highlights Boris Johnson's controversial actions and their impact on his political standing. The discussion also covers the valuation of UK assets and the potential for further depreciation of sterling due to political uncertainty.

In what ways could the uncertainty surrounding Brexit impact the value of the pound?

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What is the significance of the mid-November to December timeframe in the context of Brexit?

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