Deutsche Bank: Five Trades For The Current Market – ValueWalk Premium

Deutsche Bank: Five Trades For The Current Market

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:

  1. 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
  2. Psoriasis and Eczema
    Biologics to transform treatment: material impact to Novartis and Sanofi profits
  3. Virtual Reality
    Virtual Reality is set to become a virtual certainty: Shipments . . .


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