Five Key Themes for Equity Investors

Equity markets have started to perk up in early 2013, yet lackluster economic growth is posing a challenge to corporate profitability. Five key themes for equity investors that are worth watching as the year unfolds are discussed. They are: 1. emerging-markets health care, 2. European bank deleverag...

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Bibliographic Details
Published inInstitutional Investor
Main Author Zlotnikov, Vadim
Format Trade Publication Article
LanguageEnglish
Published New York Euromoney Institutional Investor PLC 01.03.2013
Subjects
Economic growth
Emerging markets
Equity
Equity funds
Investors
Profits
Sovereign debt
Stocks
Trends
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Summary:Equity markets have started to perk up in early 2013, yet lackluster economic growth is posing a challenge to corporate profitability. Five key themes for equity investors that are worth watching as the year unfolds are discussed. They are: 1. emerging-markets health care, 2. European bank deleveraging, 3. pricing power, 4. cheap beta, and 5. divided growth.
ISSN:0020-3580