What do you think about European banks? Do you have any in your portfolio?
European banks continue to show strong fundamentals, although investor views on this sector remain divided, according to Barclays. The bank noted that "the earnings outlook remains broadly strong, driven primarily by revenues," and it is particularly optimistic about British, French, and German banks.
I have KB, Moneta, and HSBC, but right now they don’t seem interesting price-wise. Otherwise I don’t really follow them....
Definitely not. Generally they trade on lower volumes, and capitalism in the EU is weak. For me, I’d rather go with NU and Sofi, which have a lot of potential.
I mainly have US stocks in my portfolio and I want to stick with that. Overall, European stocks don’t perform as well and don’t offer much flexibility. What do you find better about them?
There are interesting stocks in Europe, too, and I own, for example, $KOMB.PR and Erste. Do you know them?