- Analiza
- Novosti i instrumenti
- Vesti sa tržišta
- Three reasons why investing in European equities still make sense – JP Morgan
Three reasons why investing in European equities still make sense – JP Morgan
Does investing in European equities still make sense? Gabriela Santos, Global Market Strategist at JP Morgan, lays out three key reasons to not ignore the opportunity in European equities.
While recession fears in Europe are elevated, investing in Europe is not a bet on the European economy
“Over 50% of Europe's revenue comes from outside its borders. For example, LVMH (French-listed, global luxury brand) sources revenue from all other the world, with over 40% coming from EM, where there is growing demand from the rise of the middle class.”
Most consider Europe as a cyclical play, but it also represents structural growth opportunities
“European markets experienced a significant change in sector composition since the Global Financial Crisis. Looking at the Euro Stoxx 50, financials dominated the index at ~35% of market capitalization in 2008, dropping to under 15% today. Meanwhile, technology has risen from 6% to over 20% of the index. This share is expected to grow further with 20% of the EUR750 billion European recovery fund allocated to digitalize economies.”
Investing in Europe offers exposure to opportunities not available in the US
“Europe dominates the luxury goods space and is at the forefront of the energy transition. 75% of offshore wind capacity is installed in Europe. The EU is focused on phasing out its dependence on Russian oil and pushing forward with the "REPowerEU Plan.” This plan will cut EU dependency of Russian oil by two-thirds by the end of 2022 and entirely by 2030.”
© 2000-2025. Sva prava zaštićena.
Sajt je vlasništvo kompanije Teletrade D.J. LLC 2351 LLC 2022 (Euro House, Richmond Hill Road, Kingstown, VC0100, St. Vincent and the Grenadines).
Svi podaci koji se nalaze na sajtu ne predstavljaju osnovu za donošenje investicionih odluka, već su informativnog karaktera.
The company does not serve or provide services to customers who are residents of the US, Canada, Iran, The Democratic People's Republic of Korea, Yemen and FATF blacklisted countries.
Izvršenje trgovinskih operacija sa finansijskim instrumentima upotrebom marginalne trgovine pruža velike mogućnosti i omogućava investitorima ostvarivanje visokih prihoda. Međutim, takav vid trgovine povezan je sa potencijalno visokim nivoom rizika od gubitka sredstava. Проведение торговых операций на финанcовых рынках c маржинальными финанcовыми инcтрументами открывает широкие возможноcти, и позволяет инвеcторам, готовым пойти на риcк, получать выcокую прибыль, но при этом неcет в cебе потенциально выcокий уровень риcка получения убытков. Iz tog razloga je pre započinjanja trgovine potrebno odlučiti o izboru odgovarajuće investicione strategije, uzimajući u obzir raspoložive resurse.
Upotreba informacija: U slučaju potpunog ili delimičnog preuzimanja i daljeg korišćenja materijala koji se nalazi na sajtu, potrebno je navesti link odgovarajuće stranice na sajtu kompanije TeleTrade-a kao izvora informacija. Upotreba materijala na internetu mora biti praćena hiper linkom do web stranice teletrade.org. Automatski uvoz materijala i informacija sa stranice je zabranjen.
Ako imate bilo kakvih pitanja, obratite nam se pr@teletrade.global.
Банковни транcфери
