Credit Suisse said: "As we stand on the cusp of 2013, we offer
13 themes to help direct your investment decisions through the
year. We first provide our broad stroke insights into the macro
backdrop, then we highlight 13 themes that we think will motivate
sectors and stocks throughout the coming year."
Margin Vulnerability: margins are more sustainable than you
Big, Fast Data: learning from the best across software and
e-commerce; assessing the potential impact on the retail
Genomics & Genetics: how the science is impacting today's
decisions on medical care delivery.
Healthcare Reform: uncertainty to remain significant in '13 as
the sector focuses on implementation.
Financial Regulation: a forest of regulation will surround the
sector in '13.
US Housing: how to benefit from continued recovery in '13.
The Return of Emerging Markets: how industrial companies will
capitalize on strength and growth in emerging economies.
International Trade: we expect strength in
internationally-exposed small and mid-cap stocks.
Diverging Growth Paths in IT Services: focus on companies with
deep domain expertise and strong consulting relationships.
Energy Divergence: stock and sub-sector performance will be more
divergent than in the upcycle.
Shale Revolution: the impact of the shale revolution on the
highly interrelated global energy system.
Nat Gas Vehicles: the shift to NGVs is creating opportunities
for engine technology providers and companies in the fuel supply
Automation: industrial automation continues to outpace
industrial production, creating a set of new opportunities.
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