Germany - encouraging signs of recovery
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 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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