European food and beverage Loading... : Investor Sentiment and Bull/Bear Views

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00:41
Jan 17
Marina Zavolock Chief European Equity Strategist, Morgan Stanley Morgan Stanley
Avoid old-economy European cyclicals.
Autos, chemicals, luxury, transport, and food and beverage are at the bottom of the data-driven European sector model and should be avoided: they are mostly old-economy cyclicals with high China old-economy exposure where demand is not picking up, and several face rising Chinese competition. Avoiding these low-growth sectors could help European growth and multiple expansion.
HIGH

About European food and beverage Investor Commentary

Across the available history and selected sources, Buzzberg tracks European food and beverage across 1 sources: 0 bullish vs 0 bearish calls from 1 authors. Historical directional balance: 0% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 1 total trade idea tracked. Latest voices: Marina Zavolock.