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Oil Moves and Buying the Dip
Bloomberg Surveillance
20% over cashed
Investing in tech stocks on a downturn is favored due to the growth potential in the tech sector. Semiconductors, for instance, are expected to have a growth year in terms of revenues. Furthermore, industries such as industrials, materials, and energy are worth considering due to the uptick in global manufacturing. Despite initial negative guidance, companies might surprise with better-than-expected revenues as earnings revisions have shown more upgrades than downgrades for the United States in the upcoming years. Cyclicals could particularly benefit from a broadening out of manufacturing activity, leading to an upward earnings revision cycle.
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