Savita Subramanian

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Last quote by Savita Subramanian

We now see significantly more upside in energy, and see limited potential for relative gains from here (forward) in consumer discretionary stocks.
Mar 22 2017
Savita Subramanian has been quoted 20 times in 11 different articles. On this page, you will find all of Savita Subramanian’s quotes organized by date and topic. Alongside each quote is a link back to the article where the quote was reported, so you can go back to the source for more context if you need it. Topics that Savita Subramanian speaks about are S&P, Clinton, and policy, for example. Most recently, Savita Subramanian was quoted in the article Bank of America call: Buy energy stocks saying, “We now see significantly more upside in energy, and see limited potential for relative gains from here (forward) in consumer discretionary stocks.”.
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Savita Subramanian quotes

Take oil out of the equation. Take the dollar out of the equation. You still have no demand recovery. That's what I worry about.

But the benefits from stimulus have meaningfully worked their way into these stocks already.

There has been a tremendous trade out of healthcare. It's no longer the loved, hottest sector, valuations are discounting a reasonable amount of risk, and we think that there is a buying opportunity here.

Another leg down in oil prices could drive the U.S. market down as well.

Our house view is that we're going to see one rate hike this year; I think the market might be positioned for that, but anything more than that would actually roil the markets, especially in June.

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