you cant sugar coat these earnings. but man o man. if youre worried about trump enacting tarriffs on eurozone. this is a great hedge.
they have good exposure to auto sector (main target) within france, germany and uk. this quarters earnings pointed out the eurozone slowdown related to eurozones reliance on chinese supply chain demand. i think theres a 3-4x multiplier due to these factors. great long term hedge to eurozone uncertainties
they have good exposure to auto sector (main target) within france, germany and uk. this quarters earnings pointed out the eurozone slowdown related to eurozones reliance on chinese supply chain demand. i think theres a 3-4x multiplier due to these factors. great long term hedge to eurozone uncertainties