Fidelity "global corporate sentiment recovery ... 3-year high. "

[Korea goyounghun financial newspaper reporter] Fidelity Asset Management is a general sentiment that evaluates global enterprise through the results for '2017 Global Analyst Survey, it said switching to rise to 31 boyeotdago the highest since 2014.

The survey was conducted with 146 patients reflects the result of shares and corporate executives and approximately 17 000 times the annual meeting with the Research Contents and the survey responses of bond analysts.

The management confidence to evaluate corporate soundness, capital expenditures, dividends, capital margin showed a strong recovery in all five indicators of the balance sheet. All regions and sectors of the corporate CEO, 47% looks positive movements were cited as the driving force for profit growth, market growth and increasing demand.

A contrast to last year, 44% of the plug in "Cost reduction, efficiency." Viscosity change evaluation of the 'old economy' sectors such as energy and raw materials sector is noteworthy. Most analysts showed that last year, but the assessment of these sectors as the most negative year is optimistic evaluation.

By region, Europe, the Middle East and Africa (EEMEA), South America, China, and also have a positive opinion was a big change. On the other hand, the evaluation of any consumer goods company was the beneficiary of the economic upswing was low.

Catherine Young (Catherine Yeung), Fidelity International Investment Director, "This is a possibility that a destructive wave led by industry and consumers get the risk to related companies, reflecting the big points," said "from all over the world, with online spending from offline as mobile continues to destroy the existing business model is, "joseonghae analysis of the competitive environment reduces profits.

However, IT spending is expected to continue or increase in all sectors, and more than half of the IT analyst forecast capital expenditures, capital profit, dividends rise in that sector.

Young director "phase of the IT sector is special," he said, "but the destroyer role of all the other sectors, but are not destroyed by the other sector-specific consumer markets such as smartphones heard fold the relative already mature stage, the saneopjaegwa Agriculture is still high, including the possibility that IT can enter, "he evaluated.

He added, "all investment comes at a risk" and "views of analysts in this survey is completely natjiman appear positive, there is a need for ongoing verification depending on the situation," he said. For example, there may be mentioned, such as the drop in oil prices due to production cuts decided failure, reduced demand for crude oil in OPEC.



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