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Posted by
Two Blokes Apr 20 -
Filed in
Stock
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3 views
After years of strong returns, amidst the tariff-induced uncertainty, I am rotating towards European-based equities. US economy is facing mounting pressures, via weakening consumer demand, reduced CAPEX spending, inflation, and rising recession odds. European equities are relatively cheap, and despite structural issues, pockets of opportunities exist in high-growth areas and via re-arming Europe initiative.
