BofA increases overweight stance in German equities on macro recovery bet – Reuters UK
BofA increases overweight stance in German equities on macro recovery bet – Reuters UK
MILAN (Reuters) – BofA Global Research overweight German stocks over expectations that an economic recovery thanks to vaccines will help them outperform next year, while demoting pro-cyclical French stocks to weight after their recent rally. “We expect euro area PMIs to rebound from the current level of 44 to a high of 60 in the […]
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