Quantitative easing by the ECB and a declining euro make European banks and exporters especially attractive, said Mark Bogar, portfolio manager for the Dreyfus International Small Cap Fund. Bogar added that Greece has a poor balance sheet, yet he expects it to stay in the European Union because the Greek government realizes it would be in a worse position if it left the eurozone. He said the Japanese Yen could fall further and low oil prices are helping Japanese consumers and corporations. Finally, Bogar said he prefers Indian stocks over Chinese shares because China is having a hard time with slowing growth.
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