Signs of a capex recovery bode well for industrials | Global

The Industrials sector is well placed to outperform alongside a robust Chinese growth recovery, a weaker USD and greater emphasis on infrastructure spending in the developed world. 

In this report, we will present you with macro strategy themes which will allow you to learn:

  • The bottom-up consensus points which indicate a robust capex recovery
  • Justification for the capex forecasts being underpinned by strengthened earning recoveries   
  • Global sector framework, broken down into: Valuation, Sentiment, Combined, Price, Earnings, Global Macro, Catalyst and Allocation

Topics: Industry, Global trade and investment

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