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European Equity outlook - preparing for lift off
With:
Sam Lynton-Brown, CFA, Head of Global Developed Markets Strategy
Ankit Gheedia, CFA, Head of Equity & Derivatives Strategy, Europe
BNP Paribas London Branch | Global Markets (Recorded 13 January 2022)
We remain positive on European equities for the year ahead, with an H1 2022 target of 4700 for the SX5E index.
We think a combination of earnings revisions, bearish positioning towards European equities and attractive valuations should pave the way for a strong equity rally over coming months.
For country-specific disclaimers and
legal notices, please refer to https://globalmarkets.bnpparibas.com/gm/home/Markets_360_Country_Specific_Notices.pdf">https://globalmarkets.bnpparibas.com/gm/home/Markets_360_Country_Specific_Notices.pdf
For more information, please refer to https://markets360.bnpparibas.com">https://markets360.bnpparibas.com
Hosted on Ausha. See ausha.co/privacy-policy for more information.
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By BNP Paribas Global MarketsWith:
Sam Lynton-Brown, CFA, Head of Global Developed Markets Strategy
Ankit Gheedia, CFA, Head of Equity & Derivatives Strategy, Europe
BNP Paribas London Branch | Global Markets (Recorded 13 January 2022)
We remain positive on European equities for the year ahead, with an H1 2022 target of 4700 for the SX5E index.
We think a combination of earnings revisions, bearish positioning towards European equities and attractive valuations should pave the way for a strong equity rally over coming months.
For country-specific disclaimers and
legal notices, please refer to https://globalmarkets.bnpparibas.com/gm/home/Markets_360_Country_Specific_Notices.pdf">https://globalmarkets.bnpparibas.com/gm/home/Markets_360_Country_Specific_Notices.pdf
For more information, please refer to https://markets360.bnpparibas.com">https://markets360.bnpparibas.com
Hosted on Ausha. See ausha.co/privacy-policy for more information.