There are always themes underlying the stock market. Earlier in the year
it was biotechnology. Then oil services offered nice gains.
When we can combine two themes, we can often multiply their benefits,
and right now that is what I see with consumer staples stocks and Latin
America.
At first glance, the consumer staples sector appears flat and is
slightly lagging the broader market so far in 2015. But beneath the
surface, the Consumer Staples Select Sector SPDR ETF (NYSE: XLP) is enjoying solid demand. (more)
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