Growth improving,risks reducing—GDP and EPS growth appear to be on improving trends with recent upgrades visible on both in Europe.We expect 10% European EPS growth in 2017.Risks are reducing,eg weaker risk amplifiers,Bear Market Checklist.That leaves politics and FX as the key equity market risks
20170124-CITIGROUP-EUROPEAN_PORTFOLIO_STRATEGIST__QE __VP—MAKING_EUROPEAN_EQUIT.pdf
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