The best early years since the late 1980s-OP’s main strategist will continue to grow in the European stock market

The European stock market has seen the best early years since the late 1980s. On: n swallow Lippo Suominen What’s the reason for this?

“The biggest thing about this is that the stock market in Europe and the United States has become much separated in recent years. Even reasonable news in Europe is good news, when the good news in the United States is mainly the excellent news. ”

Now Suominen believes that the market has been noticed in the market for the nascent recovery of European economies. Expectations of the end of the Ukrainian War and some of the United States import duties will also emerge.

“Perhaps it could be interpreted that the market does not expect any significant financial disruption. Shares would not rise if the trade war or a bigger crisis in the market were priced. ”

Suominen recalls that to the President of the United States For Donald Trump Economy and stock market are important indicators of the President’s success. That’s why the US import duties on Canada and Mexico were canceled.

“The market may be concerned about what Trump is doing. However, the cancellation of import duties showed that there is hardly any major trade warfare in Europe. ”

The impact of the Ukrainian war limited

Munich’s safety conference and Trump’s promises to end the Ukrainian war have contributed to the faith in the European stock market and the euro.

However, Suominen believes that in the end of the week, Ukraine-optimism has not been seen more in market stores.

“It’s a two -barreled thing. Of course, peace or ceasefire in Ukraine would be a positive thing for Europe. However, it is a different question of how to get peace and what the role of Europe is. So far, the expectation of peace and worries about peace seem to balance each other in the stock market, ”Suominen estimates.

Good conditions for growth

It is interesting at the time of Hanaka’s rise to how long it can be expected to continue. Suominen considers the prerequisites for a rising future.

“The angle of growth of growth needs to be considered, but if the economy increases and the results of companies are increasing, the stock courses will not fall. Sure, there will always be repairs, but in Europe it also seems that economic growth is about to turn to a plus. ”

According to Suominen, the rise in the stock market also looks promising for Finland, and the base of the stock market seems to have dated to the pre -Christmas period. Now that the difference in valuation is high in the United States, investors have begun to look more closely at Europe and Finland.

“So far, the rise in the price has been in practice completely rising, so there are no strong performance improvements in forecasts. When growth is expected, expectations have risen for the better, ”Suominen explains.

About 1.5 % economic growth has been predicted in Finland this year. At the same time, the euro area was predicted to grow less than a percentage, meaning that the future looks promising.

“Finland is the world -sensitive country because we have so much of the loan portfolio is changing heels. If we suffer the most from the rise in interest rates, then we are beneficial in the other direction. ”

There have also been many positive surprises in Europe recently, Suominen says. Now only movement of consumers would be needed.

“The biggest burden of Finns is that we are so worried that we have not spent money. The rate of saving has risen clearly in Finland and no one dares to do anything. Now you just dare to do, ”Suominen encourages.