While Greece has been stealing all the headlines in Europe in recent weeks, Goldman Sachs analyst Peter Oppenheimer has been looking behind the Greece headlines to the economic health of the Eurozone as a whole. In a new report, Oppenheimer discusses Goldman’s favorite Eurozone country indices.
Sector More Important Than Country
In the past, sector weightings in European markets have been much more important than country weightings when it comes to generating returns. However, Goldman believes that a handful of Eurozone indices will lead the way during a climate of improving growth in coming years.
Sector Alignment
A big influence on Goldman’s favorite country indices is…
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