Selection of values and opportunism

Feras Al Chalabi
Gérant actions
Odey Asset Management

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The intervention of monetary and governmental authorities around the world has helped halt the global financial crisis.
In this context, Europe has surprised observers with positive GDP figures published in France, Germany and Poland for the second quarter of 2009, with companies cutting costs to maintain margins.

In addition, European equity market valuations remain attractive, particularly compared with the US market. Thus there are now many opportunities to invest in European equity markets.

Other speakers

Economic and financial outlook changes
The wall of worries
An annoying value approach
Conclusion

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