Elections are looming in the Netherlands, France and Germany, providing fresh material for the armies of headline writers and commentators already working overtime after the Brexit vote and Donald Trump's accession to the White House.
For stockpickers though the priority is identifying well-managed companies with above-average growth prospects, and Europe continues to offer no shortage of such opportunities. While the banking sector has been largely unattractive for investors for some time, recent developments have been more encouraging, with the planned recapitalisation of Italy's banks, the Fed's interest rate rise - with more signalled to follow - and speculation about eventual monetary tightening in Europe. Warning German election could be 'inflection point' for Europe We favour smaller, well-capitalised ban...
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