European Stocks: Domestic To Lead Exporters Amid 23% Discount – Barclays

Last week a Reuters poll of about 50 fund managers and strategists found that European stocks are expected to gain another 2% this year following quantitative easing by the ECB and depreciation in the euro. Italy came up especially bullish in the survey – its benchmark index is expected to notch up another 6% by the year-end, capping a gain of 9% already achieved in 2014 so far.

European stocks - Will the rising tide lift all boats similarly?

Indeed, reading between the lines of recent statements from ECB President Mario Draghi, the EU could likely go for a QE program that could expand its balance sheet by...