The world world changed in the last few weeks -
1) Defense: US no longer wants to provide national security to its allies. This means Europe will start spending on its own defense and should see significant investments on that front.
2) Manufacturing: We are coming a full circle in manufacturing...Local to Global to Glocal to Local again now. This one might be a bit early and relatively more difficult - but still worht keeping an eye on.
Finally, fiscal stimulus in Europe seems to be on cards, positive ? Is so, which companies will benefit and are attractive?