The sun shines again on Europe: BlackRock

Singapore

DOMESTIC and emerging market (EM) demand are solid drivers in Europe right now, with political changes offering investment opportunities, not risk, for savvy stock-pickers.

That is BlackRock product strategist Matt Williams' take, at least. "I was in this region the Monday after Brexit, and a lot of our clients were quite nervous," said Mr Williams, who is from the asset management firm's European equities team.

"And I think to be fair, markets were generally nervous. And …