0921 GMT - A German fiscal boost could be a game changer for Europe, and Barclays is bullish on defense, infrastructure stocks, as well as small and mid-sized companies, equity strategists at the bank say. European stocks started the year strongly as investors sought alternatives to big technology and artificial intelligence names and this outperformance might wane if recessionary fears worsen, according to Barclays. However, hope is building up over fiscal boost and higher defense spending from a reform-oriented German coalition, the strategists say in a research note. Barclays includes telecommunications company Freenet, property companies LEG Immobilien and Vonovia and lenders Commerzbank and Deutsche Bank among potential beneficiaries of a German revival. Construction company Hochtief, forklift maker Kion and chemicals group Lanxess are among the top winners in the Stoxx Europe 600, rising 14% or more. (adria.calatayud@wsj.com)
(END) Dow Jones Newswires
March 05, 2025 04:21 ET (09:21 GMT)
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