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Alan Kohler - Europe
BY ALAN KOHLER - 07/07/2017 | VIEW MORE ARTICLES BY ALAN KOHLER

I’ve been on about this for a while on theconstantinvestor.com, but the jury is now back: for the first time in living memory Europe’s economy is now the best performing big one in the world.

What’s more, the Australian dollar has fallen 5% versus the Euro this year while rising 5% against the weaker US dollar, which means Aussie companies that are exposed to Europe are getting a double tailwind – economic growth and currency translation benefit.

And with European politics becoming more stable while America’s gets messier and messier, Europe’s outperformance versus the rest is likely to keep going for a while.

Note that CSL, a big European business, has massively outperformed the ASX200 this year to date – +33% versus -1%.

To see more of Alan Kohler visit The Constant Investor for his Weekly Overview, exclusive stock tips, investment ideas, podcasts and much more. Click here to learn more.



View More Articles By Alan Kolher

The Constant Investor is the new home of Alan Kohler, founder of Eureka Report and the ABC's finance presenter. Join to receive - Kohler's Weekly Overview, exclusive stock tips, investment ideas, podcasts and much more. Click here to learn more.



 

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