
Top thematic ideas for H2
Podzept from Deutsche Bank Research
The Reopening of the NASDAQ Composite
We're expecting companies with either high leverage or low operating cash flow to find themselves in a bit of a sticky situation. For H2 though, we are expecting things to pick up. It's also interesting to note that while there were a lot of stories about geopolitical tensions between the US and China in H1, the recent rhetoric has been far more positive. The other reason is that we see a weaker dollar in H2 because of the things we just discussed before benefiting emerging markets. And what's the number one way to in most emerging market indices?
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