10Lun
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@MrMister Euro = nuckelbude except for Novo Nordisk and LVMh and so on, China unpredictable.
Or what do you think?
Or what do you think?
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10Lun
@user88b8e3cfdd1c4e20 Never: Siemens, SAP, Heidelberg, Enel, Asml LVMh Novo etc. Take a look at the Eurostoxx figures first. Sure, I think only Stellantis is good at the moment. But the Euro Stoxx is not as bad as everyone claims, at least better than the MSCI World. And the dividends of just under 3% are not bad either.
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@MrMister more potential than EM?
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10Lun
@user88b8e3cfdd1c4e20 Where is the EM? It is currently only being held up by Brazil and India because they have performed better in the ETF index than the MSCI World. I only like BYD in China. In EM I would rather invest in Franklin Bras and in India in a FTSE or MSCI India. The rest is currently completely uninteresting. I don't need to cover the world or all sectors. Diverse yes, but not at any price.
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