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Specialised retail: favour Germany over France and Southern Europe
With food inflation still accelerating across Europe (>15%) and a lengthy disinflation process throughout H2, consumption arbitrage is set to continue and affect discretionary goods retailers. Recent trends suggest that France and Southern Europe are really suffering while Germany is benefiting
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Bryan Garnier
Since 1996, Bryan, Garnier & Co has been growing with an absolute conviction that the investment banking landscape would experience a major revolution: most of the large local generalist banking groups will disappear to the benefit of a handful of global powerhouses, and an emerging group of independent, highly specialised boutique investment banks.
Clement Genelot
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