Insights: Bullish Chemical Stocks

Key Points: We have been recommending an Overweight of the Materials Sector, as the reflation trade remains intact, albeit at a more orderly rate. An area standing out in terms of breadth and favorable price and relative strength patterns within the Sector are the Chemicals, ranging from the diversified and petroleum-based to the specialty chemicals and plastics/resins companies. Growing global economic growth prospects and moderate energy prices are the catalysts that have ignited the Group'...