Europe is cheap, buying opportunity.

29/01/2016 12:41:37 0 comentarios

Looking at Shiller P/E ratio for european equities we can conclude they are cheap on a historical basis (in fact, nearby histroical lows) compared to other developed regions.

Low rates, QE, improving economy and a weaker Euro should remain the main drivers of european stock performance during the next months.

Despite the existence of some risks (China and sovereign debt), european stocks present a good buying opportunity. European equities continue to offer attractive dividend yields.

Stock selection remains a key focus during this period of increased volatility and risk aversion.

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