Deutsche Bank: Five Trades For The Current MarketRupert Hargreaves
Deutsche Bank's Equity Research team has put together a presentation for clients this week, detailing the five trades the bank likes in the current market environment. These five trades are built around five thematic ideas:
- Long-run real commodity prices
Current pricing is low against 100-year real term averages in most commodities: equities are ascribing little value beyond known reserves
- Psoriasis and Eczema
Biologics to transform treatment: material impact to Novartis and Sanofi profits
- Virtual Reality
Virtual Reality is set to become a virtual certainty: Shipments . . .
This content is exclusively for paying members.
If you are subscribed and having an account error please clear cache and cookies if that does not work email [email protected] or click Chat.