European Equities `Attractive' on China Exposure, GAM Says

The video discusses the valuation gap between U.S. and European stocks, highlighting the attractiveness of European equities due to their global economic exposure, especially to China. It also covers the tech sector's performance, noting Europe's lag behind the U.S. in tech IPOs. However, 2020 marked a turning point for European tech companies, with potential IPOs in 2021. The NYSE's move to allow more direct listings may influence European tech firms to list in the U.S.

What is a key reason for the attractiveness of European equities in the short and medium term?

• Broader exposure to the global economy

• Narrow market leadership in Europe

• Higher tech stock concentration

• Lower valuation gap with U.S. stocks

How has the COVID-19 vaccine rollout affected European equities?

• It has brought hope and cheer for 2021

• It has had no impact on the market

• It has decreased optimism for 2021

• It has increased challenges for the market

Which country has shown an impressive economic rebound that benefits European equities?

• India

• China

• United States

• Brazil

What was a notable trend for European tech companies in 2020?

• Decreased interest in tech stocks

• Increased IPOs in Europe

• Focus on local market expansion

• Listing in the U.S. instead of Europe

Which European tech company is mentioned as a potential IPO candidate?

• Revolut

• Deliveroo

• Spotify

• N26