Abstract: In the moving parts of banks vs. industrials, the latter are more fragmented yet still subjected to a few too many generalizations. Better value in banks but safety and prudent defensiveness in numerous industrial sectors.

Brief Excerpt: 2008 Credit Outlook Part II: High Grade Banks vs. Industrials Move up the credit spectrum and go defensive by industry is hard to argue with against a backdrop where on average sector fundamentals are deteriorating With large cap...

Report Type: Strategy Article
Source: CreditSights Inc
Free Sample: Click Here to Download

Enter the keyword(s) which you would like to search for within this document and click "Search"

 

 CreditSights
CreditSights is an independent research platform comprised of a team of analysts with both buy-side and sell-side experience in the U.S. and overseas. CreditSights' research focuses on global corporate and sovereign issuers, which have securities that are actively traded in the corporate bond, credit derivatives and/or equity-linked markets. Sector coverage is broad-based and includes telecom, technology, and media; autos and general industrials; utilities and energy; financial services; commodity cyclicals; retail and consumer products; and aerospace and defense. Emerging markets coverage includes the major Latin American, Asian and Eastern European countries. The focus of CreditSights research is to help investors make decisions by distilling and interpreting significant developments and specific events affecting individual companies, industries, or the securities markets as a whole.