European transport 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 transport Investor Commentary

Across the available history and selected sources, Buzzberg tracks European transport 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.