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Implications Of A Greece Exit: More Than Just 2% Of Euro GDP

With the Greece negotiations hogging global economic headlines in recent days, I cannot help but ponder the implications of a Greece exit ("Grexit") from the Eurozone. Many would say that it will reduce investors' confidence in the Eurozone, but I think such an answer is nebulous at best. As value investors, our investment decisions are based on pure fundamentals. Market fearfulness is an opportunity only if we are aware of the fundamentals. I have identified the following 3 implications of a Grexit. Read more