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12:04
Jun 26
Bill al-Hafiz Head of Market Strategy, Macro Hive Bloomberg Markets
European tech outperforms, buy the disconnect.
European technology stocks have been outperforming US tech over the past one to two years, but the market incorrectly confuses the weak European macro picture with the health of its tech companies. This mispricing creates an attractive value play, and European tech deserves a sustained overweight.
STOXX 1ST
HIGH

About STOXX Analyst Coverage

Buzzberg tracks STOXX across 1 sources. 1 bullish vs 0 bearish calls from 1 analysts. Sentiment: predominantly bullish (100%). 1 total trade ideas tracked. Past 7 days: 1 bullish. Latest voices: Bill al-Hafiz.