This longtime German observer is shocked by ‘Europhoria.’ What investors are getting right and wrong. - MarketWatch
1. VGK gained 14% this year amidst a U.S. market retreat. 2. Germany's strong fiscal position may boost VGK's performance. 3. A €500b infrastructure fund could positively impact European markets. 4. Trade wars and energy prices pose risks for European assets. 5. Investor interest in Europe is increasing, showing a shift in sentiment.