Europe — the Hidden Winners
Enough talk, get straight to the point
1. Europe’s EPS grew 14% in the first half, the strongest in three years; full-year growth has been raised to 15%—who says Europe isn’t growing?
2. Europe’s ROE climbed from 9% in 2021 to 15% in 2026 step by step, with banks being the biggest driving force behind the turnaround.
3. Since 2022, European bank stocks have outperformed the U.S. Big Tech’s ‘Seven Giants’ by 2x; this year, the STOXX 600 total return is 14%, beating the S&P 500.
4. Median European stocks are up 13%, basically in line with the index’s gains—not just a handful of big names; it’s more the rally in mid- and small-cap stocks, so don’t obsess over U.S. stocks every day.
5. Even with China’s exports surging, European automakers account for only 1% of market value—there aren’t many industries that are truly taking a serious hit.
One-sentence summary: In recent years, Europe has been quietly making money—most people just still hold onto the impression from ten years ago.
#EuropeOutperforms #HiddenWinner binancecoin:native
Enough talk, get straight to the point
1. Europe’s EPS grew 14% in the first half, the strongest in three years; full-year growth has been raised to 15%—who says Europe isn’t growing?
2. Europe’s ROE climbed from 9% in 2021 to 15% in 2026 step by step, with banks being the biggest driving force behind the turnaround.
3. Since 2022, European bank stocks have outperformed the U.S. Big Tech’s ‘Seven Giants’ by 2x; this year, the STOXX 600 total return is 14%, beating the S&P 500.
4. Median European stocks are up 13%, basically in line with the index’s gains—not just a handful of big names; it’s more the rally in mid- and small-cap stocks, so don’t obsess over U.S. stocks every day.
5. Even with China’s exports surging, European automakers account for only 1% of market value—there aren’t many industries that are truly taking a serious hit.
One-sentence summary: In recent years, Europe has been quietly making money—most people just still hold onto the impression from ten years ago.
#EuropeOutperforms #HiddenWinner binancecoin:native