Analyst Actions: Credit Suisse Baker's Dozen - 13 Investment Themes for Next Year
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 might think.
Big, Fast Data: learning from the best across software and e-commerce; assessing the potential impact on the retail sector.
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 chain.
Automation: industrial automation continues to outpace industrial production, creating a set of new opportunities.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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