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BCA: Underweight European Materials Shares
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Author BCA: Underweight European Materials Shares
HenryTo
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PostPosted: Fri Nov 30, 2007 12:25 pm    Post subject: BCA: Underweight European Materials Shares Reply with quote
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As previously noted, we highlighted that deep cyclicals may be vulnerable in the near-term until the major central banks provide needed reflation. Among these, the euro area materials sector could be particularly hard hit. These stocks are very growth sensitive and will be impacted by the downshift in regional as well as global growth.


http://www.bankcreditanalyst.com/public/story.asp?pre=PRE-20071130.GIF
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