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Germany - encouraging signs of recovery

QMG Insight

QMG

Our updated analysis on Germany shows encouraging signs of recovery. In particular, our unique data insight highlights a volume (ie demand) driven improvement across Industrials and Materials - augmenting the ongoing strength across Info Tech and Consumer Discretionary. Investors looking for opportunities in Germany should consider cement, trucks, aerospace and electronic components - and avoid steel, ag chems, auto parts and mining equipment.


QMG Insight
QMG Insight
QMG

QMG provides insights into global markets that traditional research does not and has an innovative and data-driven approach as its foundation. The unique model we use analyses large quantities of information and produces monthly observations...

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