INDUSTRY OUTLOOK 2003
Industry Outlook 2003
The ways in which sectors behave after recessions have changed, leading to a new cycle of head-scratching
INDUSTRY OUTLOOK 2003 -- MANUFACTURING
Construction: A Little Less Solid
Energy: A Barrel of "Ifs"
Autos: Heading into the Slow Lane
Defense & Aerospace: Woes Not Even War Will Ease
Metals & Machinery: Iron Stomach Needed
INDUSTRY OUTLOOK 2003 -- FINANCE
Banking & Securities: Back to Main Street
Insurance: So Many Disaster Areas
INDUSTRY OUTLOOK 2003 -- INFO TECH
Software: Getting Its Groove Back
Computers: The Numbers Aren't Quite Adding Up
Chips: Hoping for a Surge
Telecom: At Last, the Depression Is Lifting
Consumer Electronics: A Brighter Picture
INDUSTRY OUTLOOK 2003 -- SERVICES
Retail: The Cart Is Half Full
Transportation: Sharing the Load
Media: Return of the Dealmakers
Advertising: Turning the Corner?
Travel: Going Nowhere Fast
Professional Services: The Help Needs Help
INDUSTRY OUTLOOK 2003 -- LIFE SCIENCES
Drugs: Relief from the Pain
Health Care: Growing but Not Glowing
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INVESTING Q&A
S&P's Market Outlook for 2003
Strategist Sam Stovall sees modest growth for the economy and major indexes. Best bets: Consumer, energy, and materials stocks
STOCK SCREENS
Energy Plays with the Most Juice
Here are nine stocks from this sector -- which is surging along with oil prices -- that carry S&P's top rating
Health Care Seems Robust"
Jan. 1 - BW's Adam Aston says most sectors have a weak outlook, but areas like health care seem robust.
Uncertain New Year
Jan. 1 - Unless companies boost capital spending and hiring, growth will stay slow in 2003, says BW's Kathleen Madigan.
Bubbly New Year?
Dec. 19 - S&P's Arnie Kaufman says 2003 will likely bring higher stock prices and a new, improved economy.
Health-Care Checkup
Dec. 11 - S&P's Robert Gold sees explosive growth prospects for biotechs and medical-device stocks. Top picks are IDEC, Boston Scientific, and J&J.
Housing Slowdown?
Nov. 25 - There may not be a bubble in the sector, but price gains are likely to decrease, says real estate expert Myron Mullins.
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Copyright 2003, by The McGraw-Hill Companies Inc. All rights reserved.
