大摩: Yatırımcıların Fransa hisselerine Pazar günü ikinci tur parlamento seçimlerinden önce satın alması gerekiyor.

JPMorgan data July 4 message, Morgan Stanley strategist Marina Zavolock and Regiane Yamanari said that investors should buy French stocks before the second round of early parliamentary elections on Sunday, as the market may rebound in both the most likely results. French bonds have been boosted by political factors, and Le Pen’s National Alliance seems unlikely to win an absolute majority in the National Assembly. Macron’s center and the left-wing alliance against Le Pen strategically expelled 223 candidates from the constituency to avoid the split of the far-right opposition and reduce their chances of winning enough seats to form a government. The Morgan Stanley team said this means that no party is likely to win the 289 seats required for a majority.