Would you invest in Britain? or Europe for that matter?

[johntaylor]

Some of the sanctions arguably hurt those imposing them?

[ECE Prof]

Sept 14, 2022 17:00:18 GMT johntaylor said:

Some of the sanctions arguably hurt those imposing them?

Remember the Newton's third law. For every action, there is a reaction. For a bad action, the reaction could also end badly. That is the nature of geopolitics.

[johntaylor]

Newton might bow to Hans Morgenthau. Sanctions have thus far not destabilized Moscow, Europe has trouble, govts changed in Italy, UK, Bulgaria, and Estonia

[chang]

Europe has had a good month: finance.yahoo.com/quote/VGK?p=VGK&.tsrc=fin-srch

Sanofi is up 7% today: finance.yahoo.com/quote/SAN.PA?p=SAN.PA&.tsrc=fin-srch

[johntaylor]

Yes, a better quarter.     Am still 2 percent France, 2 percent Helvetian Confederation, 2 percent Germany

[roi2020]

Answering the question in the thread title...

I own European stocks primarily via two foreign mutual funds.
Additional shares for one of these funds are purchased bi-weekly via my 401(k).
Currently, there is a lot of negative sentiment regarding European investments.
We'll see how this plays out in the years ahead...

[johnsmith]

www.nakedcapitalism.com/2022/12/bloomberg-describes-europes-severe-and-sustained-energy-crisis-due-to-loss-of-russian-gas.html

something to think about. EU corps who can transition their manufacturing to other locales with cheaper energy should be fine.

The major corps have some things going for them:
- IP
- cash & access to hard currency, euros and strong balance sheets
- manufacturing in multiple locales.

Top 2 will give them the money to rejigger their own manufacturing chains.

Process should still be painful in the short to medium term.

[johnsmith]

Energy crunch will trigger eurozone contraction in 2023, economists warn
www.ft.com/content/df5e9ebb-51e3-4c20-9c61-3192f76afbc9

FT headline 2022-12-28