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Some local property stocks and S-REITs could recover as part of de-dollarisation and the move of funds into Europe and ...
Rather than complain about U.S. defense companies losing out in Europe’s defense renaissance, the Trump administration should welcome the broader strategic benefits. It should follow Europe in ...
A broadening of equity market performance beyond U.S. mega-caps was one of our key themes for 2025 - right now, Europe is where it is playing out most notably. For at least since the Covid-19 ...
Since the 2008 global financial crisis and European sovereign debt crisis ... hindered by turmoil in core Germany and France and a trade war with the U.S., given Europe’s economy is highly ...