European equities are at a genuine fork in the road, according to recent third-party research.
One camp of analysts argues that six straight weeks of outflows have created one of the best entry points in over a decade — most of the bad news is priced in, and the defense and infrastructure spending story still has legs. A contrarian thread of recent research takes the opposite cyclical view, pointing to sharply falling services PMIs, weakening economic momentum, and Europe's acute exposure to global growth wobbles and energy shocks as reasons to expect further downside over the next several quarters.
On a tactical, single-session basis, some published views lean positive on the DAX, citing strong Asian market leads and optimism around Iran de-escalation.
At the sector level, researchers flag European Banks and Insurance as high-conviction overweights — banks for stable margins, solid hedging through 2027, and loan growth (with 20–30% further upside argued, absent an energy crisis); insurers for steady book value growth and undemanding valuations.