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Global Equity Strategist
Euro Crisis, Global Contagion
Sovereign Crisis, Banking Crisis, Recession — Our economists believe the
sovereign and banking crisis in the Euro Zone will lead to a protracted recession.
With the help of CIRA economists, strategists and sector analysts we consider what
a Euro Crisis will mean for equity markets around the world.
Euro Recession, Global Consequences — CIRA economists forecast Euro Zone
real GDP to contract for 6 consecutive quarters and not get back to previous peak
levels for many years to come. Non-European companies with significant revenue
exposure to the region include Johnson Controls, Paccar, Nikon, HTC and
Cochlear.
Bank Deleveraging — CIRA analysts show that Continental European Banks are
amongst the most leveraged in the world. Further deleveraging may weigh on credit
growth in Central and Eastern Europe which is most reliant on Euro Bank financing.
Global Opportunities — The Euro Crisis also brings global opportunities. CIRA
Banks analysts believe US and UK Financials may win market share from their Euro
peers. CIRA equity strategists expect Euro exporters and Emerging Market equities
will outperform as they benefit from a weaker currency and easier policy.
Visit http://indiaer.blogspot.com/ for complete details �� ��
Global Equity Strategist
Euro Crisis, Global Contagion
Sovereign Crisis, Banking Crisis, Recession — Our economists believe the
sovereign and banking crisis in the Euro Zone will lead to a protracted recession.
With the help of CIRA economists, strategists and sector analysts we consider what
a Euro Crisis will mean for equity markets around the world.
Euro Recession, Global Consequences — CIRA economists forecast Euro Zone
real GDP to contract for 6 consecutive quarters and not get back to previous peak
levels for many years to come. Non-European companies with significant revenue
exposure to the region include Johnson Controls, Paccar, Nikon, HTC and
Cochlear.
Bank Deleveraging — CIRA analysts show that Continental European Banks are
amongst the most leveraged in the world. Further deleveraging may weigh on credit
growth in Central and Eastern Europe which is most reliant on Euro Bank financing.
Global Opportunities — The Euro Crisis also brings global opportunities. CIRA
Banks analysts believe US and UK Financials may win market share from their Euro
peers. CIRA equity strategists expect Euro exporters and Emerging Market equities
will outperform as they benefit from a weaker currency and easier policy.