What are the most vulnerable sectors that are still not “crashed” ?
Seeing these two and other similar pair trades played out, most of the investors are already aware that the tourism related sectors such as airlines and cruises were going to have a big crash. However, in trading, it is always important to analyze what is going to happen in next 1-3 months rather then betting on what is happening now. Considering this, I wanted to share two important sectors that I believe still yet to suffer more given that most of the countries around the world extended their lockdown conditions.
Most of the small and mid-size enterprises drive their business sales through advertisement. Given how most of them already took down the shutters and closed down temporarily, they will unlikely utilize their cash to put more advertisement. At the end of Q1 and Q2 reports, we should definitely see the