Stagflation In Europe Could Drive VGK Lower Than It Is Now

Impact · against what's priced in

The outlook for VGK is bearish as expected stagflation in Europe is viewed as an insufficiently compensated risk. The projection of a further 7-14% decline suggests current valuations do not adequately account for the combination of rising inflation and weak growth.

VGK−0.60

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In context

The analyst expects stagflation in Europe to drive the ETF price 7-14% lower, arguing that current risk premiums and earnings yields do not sufficiently compensate for weak growth and rising inflation.

Read from the article alone

• inflation▲32%
• etf
• VGK
• economic growth
• europe
• risk premium
• stagflation

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