Oddo BHF strategist Thomas Zlowodzki stated that he expects the Stoxx Europe 600 Index to rise by about 10% to 570 points by the end of 2025, although he believes that the US stock market will perform better in light of the dim economic and political outlook in Europe. The strategist has upgraded the Tourism and Leisure Sector and the Real Estate Sector to overweight; meanwhile, while betting on defensive and growth stocks, he still prefers the Insurance, Banks, and Financial Services Industry. He has downgraded the Media, Personal Care, Pharmaceuticals, and Grocery sectors to market weight and has reduced the Technology sector to underweight.
Oddo BHF策略师预计明年欧洲股市将上涨10%
Oddo BHF strategists expect that European stock markets will rise by 10% next year.
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