I view the stronger US Dollar and excess metals supply
as cyclical issues, while China reforming its growth paradigm is decidedly structural.
CCA has blamed the decline in sales and earnings on one - off or
cyclical issues such as weather and weak consumer confidence.
Ultimately, I see this as
a cyclical issue, not a secular one, although the cycle is proving to be longer than usual.
And I'd just love to get your thoughts on how we can be confident that that's simply
a cyclical issue as opposed to a bigger secular issue.
Paula Annels Head of Policy & External Relations at the CIOB believes that The Pledge will offer the construction sector a structured approach to protecting talent in order to break
the cyclical issue of skills shortages that recession's have been proven to create.
I know most value investors have terrible performance in the past few years but this may be
a cyclical issue; all styles go through good and bad periods.
When companies with high returns go on sale due to
cyclical issues, long - term investors are offered the chance to profit.
The mobile market in China was down some 30 % this quarter, so the company's numbers are fairly consistent with an industry suffering from
a cyclical issue.