(MONEY Magazine) -- A big investment theme of the past decade has been the growth of emerging markets catering to Western consumers. The story of the next 10 years may be the reverse: the rise of U.S. manufacturers supplying developing countries as they invest in the equipment needed to sustain growth.
That's a key reason U.S. industrials, which get 45% of their sales overseas, are expected to see earnings expand 12.3% in 2012 -- one of the best forecasts of any sector in the S&P 500 -- despite sluggish growth at home and in Europe.
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