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MSCi europe
’DPS vs. EPS
Dividends or earnings? Where should equity investors put their hope if Europe slides into a recession?
The former will likely outperform the latter, according to Morgan Stanley analyst Ronan Carr. He gives four reasons for this:
Draaisma turns bullish
Morgan Stanley strategist Teun Draaisma has thrown in the towel and closed his bearish underweight position on European equities.
Draaisma has been bearish since late January, when he downgraded in the expectation of a 10-15 per cent fall in stock prices.
[Outlook 2010] JPM targets 20% gain for Euro equities
Markets may have rebounded by 60 per cent since March, forecasts might look punchy, the consumer backdrop challenging and there’s the possibility of a dramatic bond market sell off and policy normalisation ahead. But in spite of all that,