Three strategies that could win whatever the outcome of Britain's referendum on EU membership. And what to look out for in the final days before the vote.
The overall retailing sector is still struggling with aggressive price discounting, as the retail price deflator hit its lowest level since the 1990s. Consumers have a high propensity to save, which is making it difficult for…
Media stocks have been through a choppy consolidation phase in recent years, as investors digest competitive threats and changing consumption habits. However, evidence is materializing that media companies are through the worst.…
This week's report discusses whether bad news is good news for stocks, or a potential restraint. Tumbling long-term yields argue for augmenting consumer discretionary sector weightings, via the movies & entertainment group.
The previous Insight showed that the S&P hotel index was in a sustained downtrend, with bearish technical and valuation indications for future relative performance trends. Fundamental forces also argue for caution. Consumer spending…
Despite whiffs of optimism regarding U.S. consumption trends, S&P hotel index relative performance is in a bear market. The share price ratio is well below its 40-week moving average, which itself is drifting lower, and cyclical…
The housing market remains a bright spot within the U.S. economy, which is not yet fully reflected in relative share performance. For instance, the NAHB survey has massively outperformed the ISM composite, signaling that relative profit…
Chinese housing construction does not look excessive relative to the size of its rapidly growing urban population. On average, China's new urban construction has been about 500 units per 1000 new urban citizens in the past 10 years,…