What’s my favourite sector going forward?

Nicholas Forsyth

Market Matters

Last night, US stocks had their largest fall in three weeks as strong economic data increased belief that the Fed will commence raising rates in 2015. I remain convinced that the US stock market will fall ~15% in 2015, note last night’s pullback does not represent a “blip” on the Bull market rally we have witnessed since early 2009. With the US clearly close to pushing the button on raising rates and Australia still holding an easing bias, the recent depreciation of the $A is hardly surprising. Technically I think the $A will eventually fall well under 70c, significantly aiding companies with $US earnings. The pursuit of companies with $US earnings is a mature trend of the last few years but one I believe still has a lot further to go. For the three stocks that I like with $US earnings and full report: (VIEW LINK)


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