POSTED BY: THE CORNER 23RD JANUARY 2017.
The outlook for economic growth in Spain continues to be good and domestic small and midcap stocks should reflect this. Above all, the cyclicals – particularly industrials – and consumer stocks. The four big S&M Cap funds in the Spanish market – Santander, Bankia, Mediolanum and Gescooperativo – tell us their strategies and stock picks.
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Bankia flags the following companies as the ones “we are currently more convinced by”: CAF, Axiare, Pharmamar or Logista. They have various reasons for being overweight in these stocks in their portfolio. “But in short, we are talking about good fundamentals, solid balance sheets, a proven management team and short/medium-term catalysts.”
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