Sad but true: I'm a European investor, but for the first time ever I don't own any shares in European industrial companies.
Nice writing. I respect your decision, especially when Europe struggles and Chinese manufacturers are on the rise.
We have taken a bit contrarian view, check here:
https://open.substack.com/pub/investinglawyer/p/contrarian-investment-thesis-1-2?r=i7ful&utm_medium=ios
Nice writing. I respect your decision, especially when Europe struggles and Chinese manufacturers are on the rise.
We have taken a bit contrarian view, check here:
https://open.substack.com/pub/investinglawyer/p/contrarian-investment-thesis-1-2?r=i7ful&utm_medium=ios