The Federal Reserve Board's monetary policy is shifting from tightening to easing.Central banks around the world are transitioning from tightening to easing.As central banks around the world cut interest rates and begin a new cycle of monetary easing, ...Which assets are becoming more attractive for investment?.
As mentioned in the previous article...Biotech stocks, utility stocks, consumer staples stocksIn addition, this time the other major sector that will benefit from the FRB rate cut cycle,telecom services (communication service sector)will be discussed.
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Low interest rate environment promotes consumption and increases consumer disposable income. This means stable or growing demand for companies providing essential consumer goods such as food, beverages, and other basic necessities.
Ken Fisher, a well-known American investor, sees the "communications services" sector as a hot sector similar to tech.
In terms of sector performance this year, the communications services sector has been performing well. $The Communication Services Select Sector SPDR® Fund (XLC.US)$It is nearing 19% from the beginning of the year ...