While the value resurgence represents a potentially
strong tailwind for non-US equities, there are a number of fundamental pillars of support for the non-US investment case as well.
In a live interview, Edwards tells us she sold out of her position because over the next 3 to 4 quarters she doesn't see
strong tailwinds for the stock.»
The falling Australian dollar and an improved outlook for fertiliser are
strong tailwinds for Incitec Pivot as the company moves into the latter stages of construction on its $ US850 million ammonia plant in Louisiana.
Not exact matches
The Dow Jones industrial average has marched higher
for five consecutive sessions with bulls insisting that, if anything,
tailwinds are growing
stronger.
I don't pretend to have a precise estimate of the appropriate P / E
for Google, but given the
strong tailwind of advertising moving online from traditional media, I think it is very difficult to argue that Google doesn't deserve an above - market P / E multiple.
If the consumer economy is as
strong as the authorities expect, I'd guess this would be a very positive macroeconomic
tailwind for both Alibaba and JD.
So, while the case
for adding exposure to European stocks remains
strong, especially with a weakening euro serving as a
tailwind for the European economy and European firms, investors seeking to capitalize on this opportunity must contend with fluctuating exchange rates.
Global economic conditions have been quite
strong, and the weakening of the U.S. dollar could be a
tailwind to growth
for Mastercard well into the future.
The weakening dollar is offsetting declines in global grain prices on the back of a
strong international crop and is a
tailwind for Victoria's dairy farmers.
WCB chief executive David Lord said
strong international dairy commodity pricing and demand and the declining Australian dollar were a
tailwind for earnings.
Equally positive was fuel economy that left me wondering if there wasn't a
strong tailwind pushing me along (I didn't note much wind), because the 7.2 L / 100 km highway I recorded is excellent
for a 1,659 - kilogram sport - ute.
It has a central importance
for our growth and will provide us with a
strong tailwind on international markets.
Although politically tenuous, the tax cuts in the US could certainly be a
tailwind if consumer spending and business investment remain
strong for the rest of 2018.
Although the
stronger dollar - to - euro exchange hurts the earnings of some U.S. - based exporters, it should be a
tailwind for European companies.
But as great as things look
for 2018
for these businesses, every single investment should be thought of as a long - term play on basic trends that have long runways and
strong tailwinds.
The market
for enterprise blockchains continues to improve, providing
strong tailwinds to XRP prices that could ultimately validate our $ 2.00 forecast.