Stocks exposed to Europe

Dear Valuepickr members

I wanted to invite views on which stock are exposed to a EUropean recovery as there is increasing confidence about the prospects of a recovery in EUrope. While the magnitude and timing of this recovery is still debatable but what is emerging as a consensus is that worst maybe over and we see a gradual pick up.

Within this context it would be worth pulling a shortlist of stocks across sectors and market cap which are exposed to Europe and then we can refine the list as we go along using the very rich expertise we have in house at valuepickr.

From my end I will try and put forward all the bull and bear arguments for and against European recovery and put some stats out there in my next post in a day or two.

Looking forward to some interesting idea generation here.