Deutsche Bank: Five Trades For The Current Market

Rupert Hargreaves

Published onSeptember 25, 2015

Updated on May 13, 2021

Deutsche Bank's Equity Research team has put together a presentation for clients this week, detailing the five trades the bank likes in the current market environment. These five trades are built around five thematic ideas:

Table of Contents

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Virtual Reality
Virtual Reality is set to become a virtual certainty: Shipments to start in Q1 of ’16. Mobile Virtual Reality to drive growth
US Banks
Defensive portfolio: Expect US Defense sector to continue to outperform on improved budget and favorable election politics
H-shares
Position for HSCEI Q4 rally on improving data, valuations...

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Rupert Hargreaves

Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway. Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK. Rupert covers everything value investing for Hedge Fund Alpha

Deutsche Bank: Five Trades For The Current Market

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