Goldman Sachs Likes BRICs, Leverage, And Cyclicals

This report from Goldman is a little dated (September 4) but it contains a wealth of good charts and data which are all still perfectly useful.

Among the interesting things to watch for include the firm’s favourite themes (BRICs, companies with high operating leverage), as well as a good comparison of this market rebound compared to past ones, as measured by bounce of the trough (this is different from the other Four Bad Bears charts you’ve seen, which equalise the data starting at the peak). (via MarketFolly)

Goldman Research Where to Invest

NOW WATCH: Money & Markets videos

Want to read a more in-depth view on the trends influencing Australian business and the global economy? BI / Research is designed to help executives and industry leaders understand the major challenges and opportunities for industry, technology, strategy and the economy in the future. Sign up for free at research.businessinsider.com.au.