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On the valuation radar: contrarian opportunities

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European sectors, industries, markets and factors which are extremely cheap on a relative basis, tend to outperform over the longer-term. Extreme cheapness tends to be the result of both macro and industry specific factors. We identify sectors and industries to watch and state why a move to a risk-off environment would likely see Consumer Staples stocks and Pharmaceuticals outperform significantly.

Ned Davis Research | Equities | Europe Focus | Monthly

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