#EuropeanMarket
for india-based founders going global: pre-seed investors now expect a clear path to us/eu markets from day one. geography is a strategy, not an afterthought.

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September 23, 2025 at 6:30 PM Everybody can reply
Top European Steel Stocks for Investors, According to Morgan Stanley
Investing.com -- The European steel sector faces challenges amid economic uncertainties, but certain companies are demonstrating resilience and strategic positioning that sets them apart from competitors. Morgan Stanley has identified two standout performers in the European steel industry that offer investors potential opportunities despite the current market downturn. The investment bank’s analysis highlights companies with robust business models, strategic market exposure, and effective management of industry-specific challenges such as decarbonization investments. These top performers have maintained stronger financial metrics compared to sector peers, positioning them favorably for investors looking at the European steel space. 1. voestalpine Morgan Stanley ranks voestalpine as the top European steel stock, noting its EBITDA per ton has remained relatively resilient during the current industry downturn compared to competitors. The company stands out for its manageable decarbonization investments and execution risks, which minimize free cash flow burn versus industry peers. Another advantage is voestalpine’s exposure to end markets that may benefit from more expansive infrastructure stimulus programs in Europe, providing potential growth catalysts. In recent developments, voestalpine reported a fourth-quarter EBITDA of €378 million, which surpassed expectations, and also secured an agreement to be the steel supplier for BYD’s passenger vehicle plant in Hungary. Following the results, Deutsche Bank raised its price target on the company’s stock. 2. Acerinox Acerinox offers what analysts describe as the most resilient near-term earnings profile among peers, primarily due to its significant U.S. market exposure and high-margin alloys business. 3rd party Ad. Not an offer or recommendation by Investing.com. See disclosure here or remove ads. The investment bank sees attractive growth prospects for Acerinox through its U.S. expansion plans and alloys business development, particularly following the Haynes acquisition. While the company’s focus on deleveraging after this acquisition limits excess shareholder returns for the next couple of years, Morgan Stanley notes that Acerinox’s valuation remains attractive compared to its historical levels and currently trades at a discount to alloy peers. Longer-term, analysts anticipate potential rerating prospects as the company’s alloys business share increases. Acerinox reported a 10% year-over-year increase in sales for the second quarter of 2025. The company also announced an EBITDA of 214 million euros for the first half of the year. The European steel sector continues to navigate challenging market conditions, but these two companies demonstrate strategic positioning and operational strength that differentiates them from competitors according to Morgan Stanley’s assessment. This article was generated with the support of AI and reviewed by an editor. For more information see our T&C. Most investors will find it hard to answer that question with total confidence. Short of a guarantee, which no one can give you, the most successful traders stick to proven best practices without letting hype or hyper-vigilance take over their better judgment. But that doesn't mean you can't use smart shortcuts. If you're considering ACX, try chatting with WarrenAI, our powerful AI financial assistant. It's just like ChatGPT for investors, but with access to 10 years of company data, a built-in screener, Wall Street analysts' reports, and earnings call transcripts for real-time, vetted insights. Even if you end up going with your gut feeling, at least you'll know why.
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August 29, 2025 at 10:12 AM Everybody can reply
European shares slip ahead of crucial US, euro zone data
(Reuters) -European shares edged lower on Friday as investors geared up for a slew of euro zone data and a key U.S. inflation report for cues on the potential timing of interest rate cuts on both sides of the Atlantic. The STOXX 600 index was down 0.2% at 552.41 points, as of 0703 GMT, and headed for its first weekly loss in four, if the current trend continues. Concerns over a potential collapse of the French government and the U.S. Federal Reserve’s independence weighed down the benchmark index this week. Latest data showed French consumer prices rose slightly less than anticipated in August, while German figures and U.S. personal consumption expenditures (PCE) report will take centre-stage later in the day. Shares of Remy Cointreau rose 1% after the French spirits maker lowered its projected impact from U.S. tariffs on European imports, following a fresh U.S.-EU trade agreement. 3rd party Ad. Not an offer or recommendation by Investing.com. See disclosure here or remove ads. Is RCOP part of an AI-powered winning strategy? ProPicks AI evaluates RCOP alongside thousands of other companies every month using 100+ financial metrics. Using powerful AI to generate exciting stock ideas, it looks beyond popularity to assess fundamentals, momentum, and valuation. The AI has no bias—it simply identifies which stocks offer the best risk-reward based on current data with notable past winners that include Super Micro Computer (+185%) and AppLovin (+157%). Want to know if RCOP is currently featured in any ProPicks AI strategies, or if there are better opportunities in the same space?
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August 29, 2025 at 8:33 AM Everybody can reply
European share gains to be kept in check by Trump tariffs- Reuters poll
By Samuel Indyk and Danilo Masoni LONDON (Reuters) -European shares are expected to close the year a touch higher than where they are currently trading, a Reuters poll found, as support from looser fiscal and monetary policy will be kept in check by uncertainties over Washington’s import tariffs. The pan-European STOXX 600 index is expected to rise slightly to 570 points, the median result from a survey of equity strategists and analysts found, implying about 3% upside from its closing price of 554 on Monday. The Euro STOXX 50 of the largest 50 companies in the euro zone is expected to end the year at 5,550 points, up 2% from Monday’s close. U.S. President Donald Trump upended global markets in April when he imposed tariffs on imports from trading partners including the European Union and Britain. A trade deal between the EU and U.S. averted the worst-case scenario but the imposed 15% levy on most imported goods to the U.S. will still impact corporate profits, particularly for companies with high sales exposure to America. "The agreed tariffs should come through fully in H2, which will impact earnings," said Michael Field, chief equity strategist at Morningstar. "I don’t believe this will be devastating though, as lots of industries have already adapted their distribution chains and customer bases accordingly." European companies just about weathered increased U.S. import tariffs in the second quarter, eking out earnings growth for the fifth quarter in a row. EUROPEAN OUTPERFORMANCE OVER? European shares were the global bright spot in the early part of the year, outperforming global peers in the first quarter as a massive loosening of fiscal policy by Germany lifted sentiment and boosted expectations for domestic growth. At the same time, doubts crept in about the capital expenditure plans of U.S. mega-cap technology stocks and whether the artificial intelligence boom would continue to drive earnings growth. But those worries proved misplaced, at least in the near-term, with Microsoft (NASDAQ:MSFT), Meta Platforms (NASDAQ:META) and Alphabet (NASDAQ:GOOGL) among companies taking part in the massive data-centre buildout, with capital spending to reach $330 billion this year. Meanwhile, European economic growth remains tepid and the impact of Germany’s plans to increase spending is expected to take time to filter through. And while European shares are still up 9% this year, the S&P 500 has caught up, rising almost 10% in 2025. The tech-heavy Nasdaq is up almost 13%. Deutsche Bank Research’s European equity- and cross-asset strategy team said they had expected a short-term outperformance of U.S. stocks after Trump relented on tariffs and that has now largely played out. "We now see the tactical catch-up to be close to complete and turned tactically neutral in mid July, while keeping a strategic preference for European equities," Deutsche Bank said. The German bank believes the STOXX 600 will rise to 590 points by the end of the year, the highest forecast of those surveyed. European shares remain much cheaper than their U.S. counterparts. Trading at 14.3 times 12-month forward earnings, the STOXX 600 is at a 36% discount to the S&P 500, not far off the record 41% reached in November last year. Barclays equity strategists believe the relative cheapness, lighter positioning and converging growth between the EU and U.S. should start to help European shares over the medium term. "We expect EU equities to keep grinding higher and reach new highs by year-end, with some broadening into selective cyclical/exporter laggards," Barclays said. Germany’s blue-chip DAX index, which has risen over 22% year-to-date and traded at a record as recently as last month, is expected to gain almost 1% by the end of 2025 to 24,500 points, the survey found. Gains this year have been powered by defence names such as Rheinmetall (ETR:RHMG), up over 150%, and banks such as Commerzbank (ETR:CBKG) and Deutsche Bank, which have risen nearly 135% and 90% respectively. The strategists surveyed expect Britain’s FTSE 100, which has also reached a new peak this month, to add over 2% by the end of the year.
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August 20, 2025 at 11:41 AM Everybody can reply
European Q2 corporate profit outlook improves after U.S. trade deal
By Marleen Kaesebier (Reuters) -The outlook for European corporate health has further improved, the latest earnings forecasts showed on Tuesday, after the European Union struck a framework trade deal with the U.S. a little more than a week ago. European companies are expected to report average growth of 3.1% in second-quarter earnings, LSEG I/B/E/S data shows. That is an increase from the 1.8% rise analysts had expected a week ago. Before the tariff deal, earnings had been expected to fall 0.3% in the quarter. This earnings season is the first to expose the impact of U.S. President Donald Trump’s tariff-fueled trade war on corporate health. From last week, revenue is also expected to increase, the LSEG report showed. Analysts now expect a 2.0% fall, compared with a 3.3% drop expected before. It compares with a 3.0% increase in earnings and a 0.8% drop in revenues a year ago. After the EU agreement, Trump last Friday slapped new import tariffs on other countries, including a much higher 39% on EU-neighbour Switzerland. The framework trade agreement with the EU, which sets out a 15% import tariff, will apply broadly to EU goods from next month. But the trading bloc is still waiting on executive orders that would bring down the tariff on some products, a senior EU official said on Tuesday. The deal compares to a 30% tariff Trump had threatened to apply earlier in July. Before the agreement, U.S. President Trump’s tariff policies have changed frequently since April, the most common start of the second fiscal quarter. Some were imposed while others were proposed and then delayed. German logistics giant DHL on Tuesday confirmed its 2025 core profit expectations, opting to exclude potential tariff or trade policy impacts. Continental meanwhile said on Tuesday that it suffered a net impact in a mid-double-digit million euro range from Trump’s tariffs. Companies still to report this week include Novo Nordisk (NYSE:NVO), Commerzbank (ETR:CBKG), and Bayer (OTC:BAYRY). As of Monday’s close, the STOXX 600 was up about 7% year to date. ($1 = 0.8545 euros) Don't miss out on the next big opportunity! Stay ahead of the curve with ProPicks AI – 6 model portfolios fueled by AI stock picks with a stellar performance this year... In 2024 alone, ProPicks AI identified 2 stocks that surged over 150%, 4 additional stocks that leaped over 30%, and 3 more that climbed over 25%. That's an impressive track record. With portfolios tailored for Dow stocks, S&P stocks, Tech Stocks, and Mid Cap stocks, you can explore various wealth-building strategies. So if CBKG is on your watchlist, it could be very wise to know whether or not it made the ProPicks AI lists.
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August 5, 2025 at 3:19 PM Everybody can reply
Tata Motors’ $4.5B Iveco Grab: A Global Power Play!

Tata Motors is poised to acquire Italian truck giant Iveco for $4.5 billion, marking its biggest auto deal ever. 

#TataMotors #IvecoAcquisition #GlobalAuto #CommercialVehicles #IndiaBusiness #EuropeanMarket #AutoIndustry
July 30, 2025 at 7:28 AM Everybody can reply
Barclays warns European car stocks ’look vulnerable’ after U.S.-EU trade deal
Investing.com -- European auto stocks may be set for a pullback after the U.S. and European Union (EU) struck a new trade deal setting auto tariffs at 15%, according to Barclays. While the agreement is better than the worst-case scenario of 25%, the bank says the upside risk has now been removed and current valuations look stretched. “15% is better than recent fears, but 6x higher than pre-Trump 2.0,” analyst Henning Cosman wrote, adding that “the SXAP looks vulnerable now on very elevated levels.” The sector benchmark has already returned to flat year-to-date and trades at 9.8 times 12-month forward earnings, more than 40% above its long-term average. Cosman argues that such elevated valuations would only be justified if earnings were set to recover meaningfully from recent weakness. But despite some expected growth from self-help and one-off reversals, the analyst believes “the implied earnings growth for the SXAP to de-rate back to its long-term average P/E level is unlikely to materialise.” The deal may bring clarity, but not necessarily further upside. EU auto makers had already rallied after a similar Japan deal last week, with the sector gaining about 4% in anticipation. Barclays says consensus likely already reflects the 15% tariff and sees limited scope for upward revisions to earnings, as “volume-price-mix growth [is] appearing difficult to achieve for most OEMs and cost cutting not trivial.” Cosman also noted that while balance sheets remain strong and companies continue returning cash to shareholders, questions around the sustainability of those cash flows persist. “Despite the relief of a better-than-worst-case tariff outcome, the confirmation/removal of the upside risk of a deal is leaving the sector vulnerable for a reality check,” he said. Looking ahead, Barclays highlights several open questions following the EU-U.S. auto tariff deal. Barclays sees several unresolved issues following the 15% EU-U.S. auto tariff deal. One key uncertainty is whether the EU will lower its 10% tariff on U.S. car imports—a move that would benefit BMW (ETR:BMWG) and Mercedes (ETR:MBGn). Meanwhile, both BMW and Volkswagen (ETR:VOWG) are still hoping for additional relief, including netting of exports and imports or investment credits tied to spending in the U.S. Another open question is how tariffs on imports from Mexico, Canada, and South Korea will be handled. Without reductions, companies like Stellantis (NYSE:STLA), GM, and Ford—who are more exposed to those regions—could be at a disadvantage. Finally, while the deal gives automakers clarity to update guidance, the shift to a 15% rate still implies a headwind for 2026 earnings, Cosman said.
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July 28, 2025 at 12:35 PM Everybody can reply
Four themes powering Europe’s equity bull market
By Lucy Raitano and Linda Pasquini LONDON/GDANSK (Reuters) -European stocks are near record highs again, seemingly shaking off tense trade talks and currency headwinds, while volatility has evaporated, giving rise to four key themes that investors are playing as they wait for the next major catalyst. The STOXX 600 posted its best first-quarter relative to the S&P 500 in a decade - but is now clocking an 8.4% gain in 2025, just a touch ahead of the S&P 500’s 8.2% rise. The European Union over the weekend reached a framework deal with the U.S. for tariffs of 15%. But optimism has been building for some time that the two sides would avert a damaging trade war and the data points to an economy that is holding up for now. Investors are warming to four key themes at play under the surface of the European stock market. 1) EXPORTERS LAG DOMESTIC-FOCUSED STOCKS A performance gap has emerged between euro zone domestic-focused stocks and exporters, all thanks to a stronger euro, which has risen 13.4% versus the dollar in 2025, hurting exporter earnings. Trade-sensitive sectors like autos and consumer durables have fallen behind, while domestically-oriented stocks like banks and utilities have soared. A STOXX autos basket added over 3% last week after news of a U.S.-Japan trade deal, but is still about 1% lower in 2025, a stark contrast to a 35% increase in bank stocks and 15% surge in utilities. Analysts have been revising down overall 2025 earnings forecasts in Europe, but zooming in, there is a clear split between the pace of earnings revisions for euro zone exporters versus domestic plays, with the forward EPS of exporters dropping at an accelerated pace. JPMorgan equity strategists advise clients to keep favouring domestics over exporters in their non-U.S. portfolios, while Barclays equity strategists say the current positioning gap is so extreme that the risk of a reversal is rising. Helen Jewell, CIO of BlackRock (NYSE:BLK) Fundamental Equities EMEA, flagged select opportunities in the export-focused luxury and semiconductor sectors. "If we get some resolution of where the tariffs are and if we get some sort of levelling out of the dollar, I think these names will start to perform well, and that could potentially be the second leg for the European story,” Jewell said. 2) HALO EFFECT Germany’s massive spending plans, aimed at boosting the country’s economy after decades of fiscal conservatism, brought optimism to broader European markets, as EU companies are set to benefit from increased spending on defense and infrastructure. The U.S. tariff announcement in April caused a massive stock sell-off, but the German DAX has since recovered to touch a fresh year high in July. Midcap stocks have followed a similar path. Both indexes are up over 20% this year and set for their strongest annual performance since 2019. "The relevance of Germany as a market for EU countries is great," Uwe Hohmann, equity strategist at Metzler Capital Markets said, pointing to the country’s strong trade relationship with other EU states. Germany’s spending plans will have a modest effect on European growth, according to the European Commission’s spring economic forecasts, but the market impact is expected to be profound. "...the optimism around the German fiscal balance will still be the main driver of European markets in the next years," said Nabil Milali, portfolio manager at Edmond de Rothschild Asset Management, warning however that money will not concretely flow into the economy until 2026 at least. A potential deterioration in trade relationships with the U.S. or China could dampen sentiment on European equity markets, at least in the short term. "It would then only and mostly solely depend on what’s going on in the German political arena, which is, I think, probably not good enough on a standalone basis to support an overall positive trend," said Hohmann. 3) SMALL CAPS STEAL THE SPOTLIGHT European small-caps are on track to outperform large-caps in Europe for the first time since 2020. A basket of European small caps is up 13.4% in 2025, outperforming its large cap counterpart which is up 9.1%, for the first time since 2020. Since April, Graham Secker, head of equity strategy, Pictet Wealth Management said a stronger euro and better economic outlook have driven the small-cap turnaround. "European small-caps were the proverbial value-trap: you’re cheap but you stay cheap until something changes," said Secker, adding that in illiquid areas of the market, it doesn’t take much to move the dial. "There has been a lot of interest with the fiscal stimulus announcement out of Germany for revisiting German mid- and small-caps, as probably the cleanest way to play the fiscal push that’s coming through Europe," Secker said. 4) SMALLER MARKETS ALSO PACK A PUNCH "I think the positioning of investors is going more and more towards these smaller markets" which are benefiting from sectorial factors and higher exposure to the domestic economy, said Edmond de Rothschild’s Milali. Don't miss out on the next big opportunity! Stay ahead of the curve with ProPicks AI – 6 model portfolios fueled by AI stock picks with a stellar performance this year... In 2024 alone, ProPicks AI identified 2 stocks that surged over 150%, 4 additional stocks that leaped over 30%, and 3 more that climbed over 25%. That's an impressive track record. With portfolios tailored for Dow stocks, S&P stocks, Tech Stocks, and Mid Cap stocks, you can explore various wealth-building strategies. So if BLK is on your watchlist, it could be very wise to know whether or not it made the ProPicks AI lists.
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July 28, 2025 at 6:55 AM Everybody can reply
Analysis-Out-gunned Europe accepts least-worst US trade deal
By Mark John LONDON (Reuters) -In the end, Europe found it lacked the leverage to pull Donald Trump’s America into a trade pact on its terms and so has signed up to a deal it can just about stomach - albeit one that is clearly skewed in the U.S.’s favour. As such, Sunday’s agreement on a blanket 15% tariff after a months-long stand-off is a reality check on the aspirations of the 27-country European Union to become an economic power able to stand up to the likes of the United States or China. The cold shower is all the more bracing given that the EU has long portrayed itself as an export superpower and champion of rules-based commerce for the benefit both of its own soft power and the global economy as a whole. For sure, the new tariff that will now be applied is a lot more digestible than the 30% "reciprocal" tariff which Trump threatened to invoke in a few days. While it should ensure Europe avoids recession, it will likely keep its economy in the doldrums: it sits somewhere between two tariff scenarios the European Central Bank last month forecast would mean 0.5-0.9% economic growth this year compared to just over 1% in a trade tension-free environment. But this is nonetheless a landing point that would have been scarcely imaginable only months ago in the pre-Trump 2.0 era, when the EU along with much of the world could count on U.S. tariffs averaging out at around 1.5%. Even when Britain agreed a baseline tariff of 10% with the United States back in May, EU officials were adamant they could do better and - convinced the bloc had the economic heft to square up to Trump - pushed for a "zero-for-zero" tariff pact. It took a few weeks of fruitless talks with their U.S. counterparts for the Europeans to accept that 10% was the best they could get and a few weeks more to take the same 15% baseline which the United States agreed with Japan last week. "The EU does not have more leverage than the U.S., and the Trump administration is not rushing things," said one senior official in a European capital who was being briefed on last week’s negotiations as they closed in around the 15% level. That official and others pointed to the pressure from Europe’s export-oriented businesses to clinch a deal and so ease the levels of uncertainty starting to hit businesses from Finland’s Nokia (HE:NOKIA) to Swedish steelmaker SSAB. "We were dealt a bad hand. This deal is the best possible play under the circumstances," said one EU diplomat. "Recent months have clearly shown how damaging uncertainty in global trade is for European businesses." NOW WHAT? That imbalance - or what the trade negotiators have been calling "asymmetry" - is manifest in the final deal. Not only is it expected that the EU will now call off any retaliation and remain open to U.S. goods on existing terms, but it has also pledged $600 billion of investment in the United States. The time-frame for that remains undefined, as do other details of the accord for now. As talks unfolded, it became clear that the EU came to the conclusion it had more to lose from all-out confrontation. The retaliatory measures it threatened totalled some 93 billion euros - less than half its U.S. goods trade surplus of nearly 200 billion euros. True, a growing number of EU capitals were also ready to envisage wide-ranging anti-coercion measures that would have allowed the bloc to target the services trade in which the United States had a surplus of some $75 billion last year. But even then, there was no clear majority for targeting the U.S. digital services which European citizens enjoy and for which there are scant homegrown alternatives - from Netflix (NASDAQ:NFLX) to Uber (NYSE:UBER) to Microsoft (NASDAQ:MSFT) cloud services. It remains to be seen whether this will encourage European leaders to accelerate the economic reforms and diversification of trading allies to which they have long paid lip service but which have been held back by national divisions. Describing the deal as a painful compromise that was an "existential threat" for many of its members, Germany’s BGA wholesale and export association said it was time for Europe to reduce its reliance on its biggest trading partner. "Let’s look on the past months as a wake-up call," said BGA President Dirk Jandura. "Europe must now prepare itself strategically for the future - we need new trade deals with the biggest industrial powers of the world."
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July 27, 2025 at 8:28 PM Everybody can reply
European auto shares rise after US-Japan trade deal
(Reuters) -Shares in several European carmakers rose in early trade on Wednesday, tracking a steep rally in some of their Asian rivals, after Tokyo struck a trade deal with the United States, fuelling optimism for a similar agreement with Europe. Shares in Japanese and South Korean automakers surged overnight on news the deal would cut the U.S. tariff on Japanese vehicle imports to 15%, from a proposed 25%. Citi analysts said it was notable the tariffs for a major auto exporting country were reduced without a cap on shipments, which could have implications for negotiations with the European Union and South Korea. Porsche, BMW (ETR:BMWG), Mercedes Benz (ETR:MBGn), Volkswagen (ETR:VOWG_p) rose between 1.9% and 3.7% in early Frankfurt trade. Shares in Stellantis (NYSE:STLA) and Renault (EPA:RENA) rose 1.3-1.9% on the Tradegate platform. With MBGn making headlines, savvy investors are asking: Is it truly valued fairly? In a market full of overpriced darlings, identifying true value can be challenging. InvestingPro's advanced AI algorithms have analyzed MBGn alongside thousands of other stocks to uncover hidden gems. These undervalued stocks, potentially including MBGn, could offer substantial returns as the market corrects. In 2024 alone, our AI identified several undervalued stocks that later surged by 30 or more. Is MBGn poised for similar growth? Don't miss the opportunity to find out.
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July 23, 2025 at 7:11 AM Everybody can reply
European real estate stuck in ’zombieland’ as recovery proves elusive
By Iain Withers, Tom Sims and John O’Donnell LONDON/FRANKFURT (Reuters) -Europe’s commercial real estate market is defying expectations of a recovery as investor caution pins property sales to near-decade lows. Some investors and banks, recognising that the outlook remains weak, are even beginning to step in to offload or restructure distressed assets, one executive said, though they added that an "extend and pretend" approach to bad debts is still commonplace. It is a marked change in mood from the beginning of 2025 when there were hopes for an end to a three-year pandemic-induced downturn, but unpredictable U.S. trade policy, the promise of stronger returns in other private markets and a refusal by sellers to recognise lower prices have hit activity. Year-on-year commercial property sales in Europe were flat in the first quarter of 2025 at 47.8 billion euros ($55.6 billion), less than half the level of three years earlier, according to the latest revised MSCI data. Early indicators suggest a poor second quarter - cross-border investment into property in Europe, the Middle East and Africa fell about a fifth from a year earlier to 17.2 billion euros, the worst April-June period in a decade, property agency Knight Frank said, citing preliminary MSCI data. Sluggish sales have affected most sectors including hard-hit offices and even data centres, a previous bright spot, although the under-supplied rental housing market continues to attract interest. "We have ’zombieland’ ... no recovery, stranded assets, no liquidity coming back," said Sebastiano Ferrante, head of European real estate at U.S. fund giant PGIM. While logistics and hotels also presented buying opportunities, out-of-town offices and old shopping malls are among assets struggling to find buyers, Ferrante added. Canada’s Brookfield asked bondholders to approve the restructuring of a loan secured against its London CityPoint office tower in April, according to a regulatory filing, after shelving a sale when bids fell short of its expectations. In Germany, one of the country’s most prominent property casualties - the Trianon skyscraper in Frankfurt - has been put up for sale by its administrator, Reuters reported last week, in a rare test of the fragile German market. There is also fierce competition for funds from other private markets such as credit. Private credit funds in Europe raised $39.9 billion in the first half of 2025, nearly double the $20.6 billion for real estate funds, according to Preqin data. However, both were on track to top their 2024 totals, with property already ahead of last year’s poor tally. Survey data nonetheless points to ongoing caution. Investor sentiment towards European real estate fell to its lowest in over a year in June, according to trade body INREV, mirroring the U.S. market, where sentiment has also soured this year. "In some parts of the market the recovery is well under way... However there are out of favour assets and sectors where there is almost no liquidity and more pain to come," said Cecile Retaureau, head of private markets at the investment arm of insurer Phoenix. Germany, Europe’s largest economy, has been particularly hard hit by the property slump, with sales down another 2% in the first half of this year, according to data from CBRE (NYSE:CBRE). " Transaction (JO:NTUJ) volumes will not jump. It will not kickstart in a very dynamic way," said Konstantin Kortmann, CEO of property agency JLL in Germany, who expects a gradual recovery. While still-high interest rates mean property investors have to be selective to make money, the prospect of international cash shifting to Europe from the volatile U.S. market could help, the property executives said. ($1 = 0.8602 euros) Don't miss out on the next big opportunity! Stay ahead of the curve with ProPicks AI – 6 model portfolios fueled by AI stock picks with a stellar performance this year... In 2024 alone, ProPicks AI identified 2 stocks that surged over 150%, 4 additional stocks that leaped over 30%, and 3 more that climbed over 25%. That's an impressive track record. With portfolios tailored for Dow stocks, S&P stocks, Tech Stocks, and Mid Cap stocks, you can explore various wealth-building strategies. So if CBRE is on your watchlist, it could be very wise to know whether or not it made the ProPicks AI lists.
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July 17, 2025 at 5:52 AM Everybody can reply