tom: janet mui stays with us from brewin dolphin. coming up, we will get the latest on the situation in ukraine, as the evacuation of civilians from the city of mariu pol continues. we will bring you live coverage of bloomberg's italy capital markets form. francine lacqua will be speaking to guests, including paolo gentiloni. this is bloomberg. ♪ ♪ tom: welcome back to the open. we are 13 minutes into the european trading day. gains across the benchmark. in terms of sectors, top of the list, energy. banks moving off some highs that we saw yesterday. banks, as a sector, the bottom of the list. modest gains across european markets. we had that commentary from a number of fed officials baking in that more hawkish stance. let's get to the geopolitics. kyiv says the evacuation of citizens from mariupol continues as the city comes under constant shelling. almost a quarter of the ukrainian population has now been displaced, many fleeing to the west of the country or to the european union. joining us is our reporter in poland. what is the si

still with us is janet mui. are talking about how heading into this, you had pull back on some of your equity exposure, serving you well. in this environment when we are seeing sky commodity prices, how does your geographic mix look? janet: first of all, we are modestly overweight on our u.k. equities. that has been helpful because we think that's the region benefiting from high-energy prices, given some of the largest and any -- energy companies are listed in the u.k. financials should do well. i think we have good exposure to that. dani: financials even though there's a risk of sanctions impacting russia's financial system? they sold off pretty significantly. still a strong financial future even in that scenario? janet: in terms of the u.k. market, we expect that the exposure to the russian market is actually not significant. it's mainly the european banks, australia, italian, french franc's -- banks that have the most. we have assessed the risks and we are comfortable with that in the u.k. market. to answer y

janet mui is investment director at brewin dolphin. piece numbers are going up and “p piece numbers arevid policy but for how long can it do that? ,., ., ., ., ,, do that? good morning. thank ou for do that? good morning. thank you for having _ do that? good morning. thank you for having me. _ do that? good morning. thank you for having me. i _ do that? good morning. thank you for having me. i think- do that? good morning. thank you for having me. i think as l you for having me. i think as long as it is needed. i think china has not changed its stance on being zero tolerance and covid. it is because china is such a huge country, it is absolutely essential to control the number of cases to prevent deaths. that is very, very important especially head of the sultan's national congress were the president... i do think the government is using the lockdown smoke targeted in nature. it is trying to minimise.— nature. it is trying to minimise. ~ . ., ., ., minimise. what will do for that to be for the _ minimise. what will do for that to be for the chinese _ minimise. what will do for that to b

we will talk to janet mui is investment director at brewin dolphin here in london. you can't take your can you? the screens at the moment, can ou? , , ., . you? there is so much volatility _ you? there is so much volatility in _ you? there is so much volatility in the - you? there is so much l volatility in the markets. yesterday the markets have recovered as you mentioned. you mentioned opec plus has been encouraging members to increase production, which is very good news, because right now, the key market concern is what is happening in ukraine, and the impacts on inflation because of the surge in uranium commodity prices and that will lead to potentially more rate hikes in the us, uk or even the euro area, which to some markets typically don't like. a reversal of that surge in energy prices is definitely helpful to investors. but this could all change _ helpful to investors. but this could all change very - helpful to investors. but this could all change very quicklyj could all change very quickly contact, we're getting used to up contact, we're getting used to up you have to fasten

. >>> janet se lo dijo a sus padres a los 28 aÑos, y ellos aceptaron que se casara con su amor. esta propuesta de la florida es muyen la escuela sino del currÍculum de enseÑanza. >>> hay cosasque no son apropiadas para discutir, pero el propÓsito es darle a los padres para dirigir esos temos. >>> el director de la coaliciÓn cristiana tambiÉn hablÓ. >>> hablamos de las personas afectadas y los niÑos y padres afectados. no es una ley que lo protege. >>> el proyecto de ley fue aprobado nov, y si autoriza el pleno del senado el gobernador dicho que lo firmarÁ. >>> pasamos a una toma en vivo de san francisco, vamos con guillermo quiroz que nos tiene el informe. >>> hay que disfrutar este inicio de lunes, se puede ver en el reflejo de los edificios el sol que se pone, fue un dÍa extraordinario con temperaturas agradables, no esperamos que se rompa el rÉcord de mÁxima. este es el centro de un sistema que estÁ frente a las costas de washington y oregÓn, aquÍ estÁ hawai y la conexiÓn que hace al norte es lo que lo hace un rio atmosfÉrico. oregÓn y washington tienen una advertencia por nevadas, este rio atmosfÉrico les mejo