Gavekal Capital: Top Line Growth is Becoming More Bifurcated Across Economic Sectors

Friday, February 20, 2015

Top Line Growth is Becoming More Bifurcated Across Economic Sectors

The growth leaders and laggards are becoming more apparent by the day - or at least analysts think so. In the below charts we show the median and average top line expected next twelve months growth estimates for certain economic sectors. The leaders are holding their own despite the strong dollar and persistent slow global growth while sales estimates for the laggards are accelerating to the downside. For what it's worth, the other economic sectors are still stuck in muddle through territory
(0-3% top line growth estimates), though expectations have been tempered of late.

Sales growth estimates leaders:
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Sales growth estimates laggards:
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