Trump plans to raise tariffs on the European Union again. He wants to impose a 30% tariff on member states. European stocks are likely to fall on Monday, which could create interesting opportunities. If that happens, I would like to buy $ASML and $NVO.
What are your thoughts on this? Which European stocks would you potentially buy?
If we go lower again, I'm going into $ASML on the tute because I didn't buy that in the downturn and I definitely want to increase my position in it. In health care I don't know, I'm not going there yet because Trump isn't done there and who knows what he'll impose on it. 🤷♂️