Who's Got Momentum - Europe Edition

Who's Got Momentum - Europe Edition

Spoiler alert - it's not just defense and industrials!
Germany's pivot away from fiscal conservatism to an expansionist approach is a watershed not just for them but probably the entire eurozone.
This fiscal stimulus not only promises to lift the German economy from recessionary risks, but probably a boost to The Eurozone economy.
Markets have been quick to rerate defense stocks - but are they the only beneficiaries?

Видео Who's Got Momentum - Europe Edition канала Sunil Garg