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The European stock market was outperforming the American markets in the first quarter of 2025. Then came US President Donald Trump’s “Liberation Day” and markets across Europe plunged. Should investors still look to Europe in the mid- and long-term?
Yap Fook Hien, senior investment strategist, wealth solutions for Standard Chartered Bank breaks it down.
Broker look at video screens at the stock market in Frankfurt, Germany, Wednesday, April 16, 2025. (AP Photo/Matthias Schrader)
Here is an excerpt from the conversation:
Andrea Heng, host:
What other sectors can investors look at within the EU (European Union)?
Yap Fook Hien, Standard Chartered Bank:
So within Europe our view for the overweight sectors are financials and industrials … We do like technology as well. And the other one is communication services.
For technology, a large part of European technology actually is semiconductors. More than half of it. And they do have leadership there in some areas. Now the tariffs do cause uncertainty.
With a majority or more than half of Europe being exposed to that, we think that is attractive. Although it is choppy, of course, because of the tariffs and a lot of export restrictions from the US. But the structural trend is something that we like.
Andrea:
I need to throw a curveball here because we cannot discount the fact that Mr Trump is going to throw another big curveball, right? What happens if President Trump pulls another big move? What would your advice to investors be then?
Fook Hien:
Yeah, it's very hard to predict what he will do.
Find more episodes of Money Talks here.
A new episode of Money Talks drops every Tuesday. Follow the podcast on Apple, Spotify or melisten for the latest updates.
Have a great topic for us? Drop the team an email at cnapodcasts [at] mediacorp.com.sg
Source: CNA/jj
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FAST
The European stock market was outperforming the American markets in the first quarter of 2025. Then came US President Donald Trump’s “Liberation Day” and markets across Europe plunged. Should investors still look to Europe in the mid- and long-term?
Yap Fook Hien, senior investment strategist, wealth solutions for Standard Chartered Bank breaks it down.
Broker look at video screens at the stock market in Frankfurt, Germany, Wednesday, April 16, 2025. (AP Photo/Matthias Schrader)
Here is an excerpt from the conversation:
Andrea Heng, host:
What other sectors can investors look at within the EU (European Union)?
Yap Fook Hien, Standard Chartered Bank:
So within Europe our view for the overweight sectors are financials and industrials … We do like technology as well. And the other one is communication services.
For technology, a large part of European technology actually is semiconductors. More than half of it. And they do have leadership there in some areas. Now the tariffs do cause uncertainty.
With a majority or more than half of Europe being exposed to that, we think that is attractive. Although it is choppy, of course, because of the tariffs and a lot of export restrictions from the US. But the structural trend is something that we like.
Andrea:
I need to throw a curveball here because we cannot discount the fact that Mr Trump is going to throw another big curveball, right? What happens if President Trump pulls another big move? What would your advice to investors be then?
Fook Hien:
Yeah, it's very hard to predict what he will do.
Find more episodes of Money Talks here.
A new episode of Money Talks drops every Tuesday. Follow the podcast on Apple, Spotify or melisten for the latest updates.
Have a great topic for us? Drop the team an email at cnapodcasts [at] mediacorp.com.sg
Source: CNA/jj
Get the CNA app
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