Dossier
rotation trade
Coverage of rotation trade in the Nexus archive.
- Healthcare Looks Ready to Star in Rotation Trade
Healthcare is poised to become a key focus in the rotation trade. The article highlights potential shifts in investment strategies toward healthcare sectors.
- Sandisk’s and Micron’s stocks sink as the rotation trade builds, but supply shortages should limit losses
Sandisk and Micron's stocks declined due to a rotation trade, but supply shortages may limit losses. Bank of America noted that most of Sandisk's annual revenue could come from new business model contracts offering better visibility.