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Europe’s stocks offer a peace dividend their US peers can’t match
欧洲股票具备美国同行无法匹敌的“和平红利”

European companies have more to gain by way of recovery if energy shortages caused by the Iran conflict ease
如果伊朗冲突引发的能源短缺缓解,欧洲公司在复苏方面将获益更多。

Nobody would be much impressed if you guessed that the US Nasdaq 100 index has done almost three times as well as the Stoxx Europe 600 so far this year. But the reasons for that outperformance are less obvious than they might appear.

如果你猜测今年迄今为止,美国纳斯达克100指数(Nasdaq 100)的表现几乎是斯托克欧洲600指数(Stoxx Europe 600)的三倍,大概不会有多少人感到意外。但这种出色表现背后的原因,并不像表面看起来那么明显。

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