Jefferies identifies key themes in the European Commission's policy priorities

From Investing.com: 2024-12-01 03:30:00

Jefferies analysts outlined European Commission’s new policy priorities impacting industries and equities. Defense spending set to rise, benefiting Thales and Babcock. Agriculture policy shift favors Bayer and Corteva. Energy focus on renewables, boosting Heidelberg Materials. PFAS restrictions may impact insurers like AXA. Climate change adaptation benefits Saint-Gobain and Genuit. Autos sector eyes emissions regulations, Stellantis favored. EUDR drives deforestation-free sourcing, Nestlé faces cocoa compliance challenges.



Read more at Investing.com: Jefferies flags 7 key themes amid European Commission’s 5-year policy priorities By Investing.com