Market offers up good opportunities

By Dino Fuschillo, director and head of the pan-European team at Martin Currie If investors looked only at Europe's macroeconomic outlook, they would be faint-hearted at best, and that is exactly what they are doing. Hence all the doom and gloom about Germany, and its 4.1 million unemployed, being the next Japan. Hence the clear consensus about sub-trend growth in GDP across Europe. But this is missing the point. The case for investing in Europe, whether or not the ECB cuts interest rates, is not about the big picture. It is not about sectors either. The case is simple ' it is ...