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Engines That Can Move Economies? Market Insights on Greek Bank Stocks

We recently posted about a tailwind in Japanese megabanks as well as shared a case study on Banco Monte dei Paschi. This week we focus on another banking-oriented tailwind the team at R Squared Capital Management (former team at Julius Baer / Artio Global) has identified: Greek bank stocks. As international equity investors, R Squared utilizes fundamental and macro analysis to identify structural tailwinds and headwinds at the geographic, sector and company levels, and we believe Greek bank stocks will benefit both from macro factors as well as improving fundamentals.

Posted by Daeil Cha on Dec 12, 2016 3:33:00 PM

Topics: From the Desk of Daeil Cha, Greek Bank Stocks

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