Weakness in commodities is not a sign of a global slowdown, it's actually good for stocks, says...
Weakness in commodities is not a sign of a global slowdown, it's actually good for stocks, says Douglas C. Lane & Associates' Sarat Sethi. A lot of “hot money” is moving out of the sector as the dollar rallies and “stuff” gets more expensive, and its likely to flow into growth opportunities as opposed to traditionally defensive sectors like utilities and consumer staples. His recommendations: global manufacturing companies such as Danaher (DHR) and Emerson (EMR), which his firm owns, as well as transports, notably airlines.
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