Europe - Stocks (General News)

Re: Europe - Stocks

Postby winston » Thu Sep 27, 2018 4:24 pm

A Bullish Case Suddenly Builds for Unloved European Assets

By Eddie van der Walt

Faster inflation and ECB rate liftoff to drive convergence
Cheap European equities tempt Amundi to Societe Generale

Source: Bloomberg

https://www.bloomberg.com/news/articles ... ean-assets
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Re: Europe - Stocks

Postby winston » Fri Nov 16, 2018 8:25 am

Despite the emerging market stock rout, Europe has fund managers more concerned

Nicholas Spiro says while the slide in Asian tech stocks heightens concerns over emerging market equities, uncertainties in Europe pose a bigger worry

Britain remains the most disliked by equity investors, while Italy’s spat with the euro zone and the end of the Merkel and Draghi era are also causing disquiet

Emerging market equity funds have attracted net inflows of US$13.5 billion so far this year.

This compares with net outflows from European – which includes British – equity funds of more than US$26 billion.

Even US stock funds, which have had to cope with an increasingly volatile American equity market, have attracted inflows, with investors adding US$3.5 billion of new money this year.


Britain remains the most disliked region by equity investors, with a net 27 per cent of fund managers who took part in the survey maintaining an underweight position in UK stocks.

By contrast, fund managers have held an overweight position on emerging markets for all of this year with the exception of two months.


The forward price-to-earnings ratio of euro zone shares currently stands at 12, only 7 per cent below its historical average.

This compares with 10.1 for emerging market stocks, amounting to a 16 per cent discount.

Moreover, European companies’ earnings growth this year is expected to reach just 7 per cent, compared with 13.6 per cent in emerging markets and a whopping 23.5 per cent for S&P 500 companies, data from JPMorgan shows.


Source: SCMP

https://www.scmp.com/comment/insight-op ... europe-has
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Re: Europe - Stocks

Postby winston » Fri Nov 16, 2018 8:25 am

Despite the emerging market stock rout, Europe has fund managers more concerned

Nicholas Spiro says while the slide in Asian tech stocks heightens concerns over emerging market equities, uncertainties in Europe pose a bigger worry

Britain remains the most disliked by equity investors, while Italy’s spat with the euro zone and the end of the Merkel and Draghi era are also causing disquiet

Emerging market equity funds have attracted net inflows of US$13.5 billion so far this year.

This compares with net outflows from European – which includes British – equity funds of more than US$26 billion.

Even US stock funds, which have had to cope with an increasingly volatile American equity market, have attracted inflows, with investors adding US$3.5 billion of new money this year.


Britain remains the most disliked region by equity investors, with a net 27 per cent of fund managers who took part in the survey maintaining an underweight position in UK stocks.

By contrast, fund managers have held an overweight position on emerging markets for all of this year with the exception of two months.


The forward price-to-earnings ratio of euro zone shares currently stands at 12, only 7 per cent below its historical average.

This compares with 10.1 for emerging market stocks, amounting to a 16 per cent discount.

Moreover, European companies’ earnings growth this year is expected to reach just 7 per cent, compared with 13.6 per cent in emerging markets and a whopping 23.5 per cent for S&P 500 companies, data from JPMorgan shows.


Source: SCMP

https://www.scmp.com/comment/insight-op ... europe-has
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Re: Europe - Stocks

Postby behappyalways » Tue Jun 23, 2020 3:30 pm

Chanos Says Wirecard Was Probably Never Profitable
https://www.youtube.com/watch?v=f6YFIa2hiEM
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Re: Europe - Stocks

Postby winston » Wed Jul 14, 2021 10:09 pm

It’s Time to Buy These Stocks

by Chris Igou

SPDR EURO STOXX 50 Fund (FEZ)


Source: DailyWealth.com

https://dailytradealert.com/2021/07/14/ ... -stocks-6/
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Re: Europe - Stocks

Postby behappyalways » Mon Jun 27, 2022 2:41 pm

Bridgewater Doubles Short Wagers in Europe to $10.5 Billion
https://www.google.com/amp/s/finance.ya ... 59234.html
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Re: Europe - Stocks

Postby behappyalways » Fri Jul 01, 2022 8:42 pm

German Energy Giant Crashes On Russian NatGas Supply Crunch, Triggering Bailout Talks
https://www.zerohedge.com/commodities/u ... ks-germany
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Re: Europe - Stocks

Postby behappyalways » Tue Jul 05, 2022 12:16 pm

German Energy Giant In Talks Over €9 Billion Bailout Package
https://www.zerohedge.com/markets/germa ... ut-package
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Re: Europe - Stocks

Postby behappyalways » Sat Jul 16, 2022 5:31 pm

German Energy Giant Warns Of Insolvency "Within Days", Starts Draining Gas From Storage
https://www.zerohedge.com/markets/germa ... ithin-days
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Re: Europe - Stocks

Postby behappyalways » Sat Jul 23, 2022 9:00 pm

German Government Bails Out Uniper From Energy Crisis
https://www.zerohedge.com/markets/germa ... rgy-crisis
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