236 days ago • Posted by Charles-Henry Monchau

Looking for investment ideas? Here's Crédit Suisse list of the Top 10 Global opportunities

1) European renewables and grids: strong macro headwind for this theme (EC push); 2) Mining to get real asset exposure and exposure to China and infrastructure spending; 3) Construction materials: as a play on US housing, low yields; 4) Industrial gases: industry shrinking from 6 to 3 players; 5) Global Emerging Markets overweight as EM equity valuations are close to 16-year lows; 6) China tech: the bubble that has yet to start; 7) Gold: multi-year bull market; 8) Property & Casualty insurance: P/E relatives are at levels which have seen out performance on all occasions,..but only after natural disaster; 9) Defence: still of interest in a tri-polar world; 10) Telecom equipment as 5G is ramping up

#Macro
Credit Suisse Top 10 global opportunities
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