With: 

Sam Lynton-Brown, CFA, Head of Global Developed Markets Strategy

Ankit Gheedia, CFA, Head of Equity & Derivatives Strategy, Europe

BNP Paribas London Branch | Global Markets (Recorded 13 January 2022)   

We remain positive on European equities for the year ahead, with an H1 2022 target of 4700 for the SX5E index. 

We think a combination of earnings revisions, bearish positioning towards European equities and attractive valuations should pave the way for a strong equity rally over coming months. 

   

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