金融市場

Europe equities are too cheap to ignore
是時候投資便宜的歐洲股票了

Economic data is already starting to surprise on the upside but markets are proving slow to accept this
華德:歐洲的經濟數據已經開始出現令人意外的上行,但市場的調整速度很慢。投資者應該在歐洲經濟復甦加速之前利用歐洲的低估值。

The writer is chief market strategist for Europe, Middle East and Africa at JPMorgan Asset ManagementWhile the US economy showed extraordinary resilience last year, Europe has had a tougher time of it with growth stagnant, at best. But, I would argue, expectations for Europe are now far too low. This underperformance stems in large part from the ripple effects of Russia’s invasion of Ukraine and the ensuing energy crisis. Losing its main supplier of natural gas, Europe faced a colossal shock. Spiralling bills hit households, permeating through the price of other goods and services, as businesses passed on higher costs.

本文作者是摩根資產管理(JPMorgan Asset Management)歐洲、中東和非洲首席市場策略師

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