Graham Secker: Will European Equity Resilience Continue?

This podcast episode analyzes the resilience of European equities amidst the dominance of global tech stocks. It emphasizes advantages like lower valuations, which make European stocks attractive alternatives for investors. The European economy's lower downside risk and a healthier banking sector offer broader macro support. Moreover, given Europe's resilient trade links with China, it serves as a means to gain exposure to China's economic recovery. Nevertheless, near-term weaknesses in Europe's stock market remain possible due to adverse factors from the U.S. market's technological strength and uncertainties associated with European earnings performance.