Financial Post | Business

It’s been a while since we’ve heard the words „Europe“ and „crisis“ used in the same sentence. Indeed, new purchasing managers index (PMI) figures appear to be the green shoots of an economic recovery.

All of this comes as the emerging market (EM) countries like China have slowed down considerably.

Investors who believe the tides are beginning to turn will want to adjust their investment exposures before they miss the boat.

[related_links /]

„More than a few clients have expressed interest in finding companies with exposure to Europe and less exposure to EM,“ said Tom Lee, JP Morgan’s top equity strategist.

„Granted, Europe is not likely to grow at the pace of EM, but a positive turn is still a positive turn,“ added Lee.

Lee and his team looked at over 200 companies housed in North America that report their geographic exposure to both Europe and the EMs.

They…

View original post 984 more words

About LillyT

:))) Rođena između hipi pokreta i panka; odrasla u socijalizmu zastićena od vremena i prostora. Bila i ostala buntovnik i isterivač "djavola" ničim izazvana. Jos se nije umorila od svog životnog puta hodanja po žici, što joj je bilo i ostalo pretežno zanimanje u večnom opiranju pokusajima drustva da je oblikuje

Ostavite odgovor

Popunite detalje ispod ili pritisnite na ikonicu da biste se prijavili:

WordPress.com logo

Komentarišet koristeći svoj WordPress.com nalog. Odjavite se / Promeni )

Slika na Tviteru

Komentarišet koristeći svoj Twitter nalog. Odjavite se / Promeni )

Fejsbukova fotografija

Komentarišet koristeći svoj Facebook nalog. Odjavite se / Promeni )

Google+ photo

Komentarišet koristeći svoj Google+ nalog. Odjavite se / Promeni )

Povezivanje sa %s