Hi Yorick,
One man’s story follows:
With some extra cash I bought some € last summer at about $1.19 & 1.20. It’s a small stake about 2% for me. I thought Sig. Draghi and crew would end easing policy sooner. Also I had read that European stocks were not as high in valuation as USA stocks and wanted to speculate. I note many German machinery companies that are interesting to me are privately held. (I am an industrial guy).
Eastern Europe
I wanted some geographic diversity and especially in Eastern Europe so I searched for an etf. My idea is that Czech, Hungarian, Turkish, and Polish manufacturing is growing, fabricating for the French and Germans (parts for Airbus for instance). But I cannot find such a concentrated etf. I bought shares of CEC a Lyxor fund but it is mostly banks and financial services in Poland, Czech Republic and maybe an oil and gas company or two.
Data - Talend
With my Euros I also wanted to buy some Talend stock on a European exchange. After research told me Talend works through partnerships, mainly management consulting companies, I bought one: KEYRUS. It’s a founder led consulting company and partners with other data analytics companies.
Just thinking as the € appreciates maybe these investments will get an extra boost.
Joe
Long CEC, TLND & KEY (Keyrus symbol on the SBF
Still looking for an Eastern Eur fund or individual manufacturer that’s a public company