Greece: Market-friendly incumbent wins election, reduces risk of weak coalition
Incumbent PM Mitsotakis's market-friendly New Democracy wins 41% of votes vs 36% opinion poll and 20% for leftist Syriza
Coalition now unlikely: instead of aligning with 3rd-placed Pasok (12%), ND may seek outright majority in a June re-run
Greece equities have outperformed, up 25% ytd, but are still attractively valued, 8x PE is 45% discount to 5-year median

Strategy & Head of Equity Research @ Tellimer Research
