DBD Strategy Daily - EUROPEAN OIL&GAS IS OUR FAVOURITE
European indices have been led by France and especially the Netherlands. Both indices benefit from a heavy Oil & Gas exposure with Royal Dutch and Total. The sector in Europe has been strong, and it can remain a long-term winner. Total (or BP) is the perfect candidate to take advantage of that move. In the US, it is not as clear. We had rather wait before out weighing the sector.
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