Blinded by the eurozone crisis, investors ignoring the entire continent are missing out on compelling opportunities, writes Greg Bennett, fund manager at Argonaut Capital Partners.
Over the past few years, the “European” label has been like a bad smell that just refuses to go away for investors and companies in the region. However, Europe is still the world’s largest economy and home to a multitude of world-beating companies unjustly de-rated as a result of the label. What is more, Europe is a bigger opportunity set than the eurozone, and the countries in the periphery of the eurozone suffering in recession. In fact, Europe is home to several countries more than holding their own in the global economic race. Overlooked In the noise that is the eurozone credit ...
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