In that regard, I would predict a downward trend in the request, and this seems to be a bear trap in terms of so many stocks rising.” While I expect the request to gradationally decline over the next several days, the drop may not be too significant given the previous two or three days’ performance.”
Highlights –
- When it comes to equities, one should look at Capex, and there are several elements to the CAPEX industry, notably heavy engineering CAPEX.
- This looks to be a bear trap – brio tails in certain stocks, and the cascade will finally pass.
- CAPEX is being divided into various firms, with some of them potentially being listed or privatized in the future.
“Capex is a theme that one should look at when it comes to stocks, and within the CAPEX sector, there are a lot of corridors, particularly heavy engineering CAPEX where the likes of those on the green energy side like wind turbines or companies on the electrical distribution side are the bones,
we should be looking at from the CAPEX point of view,” says independent request expert Mahantesh Sabarad.
Do you believe the request’s response is much more mature right now? I don’t recall seeing the Dow drop by a thousand points over the weekend. However, how requests have risen from lows, as well as the behavior in midcap and SmallCaps indications, is quite surprising this morning, or being a bear trap?
Yes, that is rather surprising. It is hardly a significant reaction to the request, in my opinion.
Almost, this appears to be indicating a bear trap – brio tails in specific equities, and we will eventually see the cascade pass.
While I expect the request to gradationally diminish over the next several days, the drop may not be too severe given the previous two or three days’ performance.
So, in that regard, I would expect the request to trend lower, and this seems to be a bear trap with so many stocks rising.
What do you think of the macrocosm of stocks that delivered remarkably great earnings in the first quarter and received favorable commentary?
The capital goods sector is finally maturing. I believe that corporate CAPEX spending is likely to increase simply because debt levels are so low.
They’ve recovered from the pandemic lows, and there’s a lot of unaddressed CAPEX that needs to be done for many corporations – both conservation and expansion.
Capex is a theme that one should look at when it comes to stocks, and within the CAPEX sector, there are a lot of parts, particularly heavy engineering CAPEX.
Unfortunately, we are not seeing significant growth in CAPEX on the oil and gas side. We do not expect a considerable increase in road or rail infrastructure because these sectors have already gotten their CAPEX injections.
Going forward, we expect to see largely heavy engineering Capex, and we would look at stocks associated with them.
Defense stocks are on the verge of collapsing. So, what’s the stylish course of action?
On the military side, there are a limited number of stocks accessible, particularly recently listed bones that are doing well merely because they have large order backlogs.
Otherwise, the classic defense stocks you come across aren’t faring well. I’m not so sure about military stocks since, from a budget standpoint, defense CAPEX has been gradually winding down as a percentage of GDP.
These are being separated into distinct corporations, and some of them may be listed or privatized in the future.
There may be chances associated with that, but on the defensive side, I would be cautious and look primarily at stocks that have just been listed.
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