The company's CEO says he continues to see compelling investment opportunities in the segment
as sector fundamentals today are as sound as ever.
«This improvement does not suggest any material improvement
in sector fundamentals at a time when we are about to see a major increase in gaming supply in the northeast US,» the found.
In spite of brokers» hopes that limited new development will drive stronger demand for existing retail stock,
retail sector fundamentals in the fourth quarter of 2012 showed only mild improvement.
Positive economic data and improving
Energy sector fundamentals were overshadowed by geopolitical tensions and the headlines of the day.
Rising interest rates may be a determining force in the short - term, but the investment case remains compelling, with the inevitability of an aging population and
strong sector fundamentals on its side.
Despite the decelerated growth,
sector fundamentals remain solid, thanks to an increasing number of international tourists visiting American destinations every year.
Already, we are seeing many emerging markets trade more on corporate and
sector fundamentals than on broader macroeconomic trends, something we anticipate should continue in 2018.
A prudent real estate investor will look at an investment not only with regard to
its sector fundamentals, but also with regard to the currency in which the transaction is done, especially if the repatriation of returns (such as rental income or refinancing proceeds or sales proceeds) occurs into a currency other than sterling.
In addition,
sector fundamentals have not improved significantly.