Jim,

It might be interesting to, rather than try to filter European companies, look for opportunities which effect a particular field and then sort through the handful that specialize in that area.

If hypothetically, you thought the war in Ukraine was a "forever" war, you might look at arms manufacturers. If not, you might look at companies involved in electrical infrastructure, for example. While that second group would include firms like Eaton, Emerson or Hubble, in Europe they might include ABB (Swiss), Schnieder (French), Siemen (German), Philips (Dutch) for example.

For "fast fashion" it might be Inditex (Spanish company which owns Zara), H&M (Swedish), Shein (Chinese) and (my personal favorite Fast Retail (the Japanese company which owns Uniqulo).

Just a thought.

Jeff

Macroeconomic Trends and Risks FAQ

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