Banks, especially those most exposed to Spain, and insurance companies, the most favored. Distribution and indebted companies will have the wind against them.
The president of the ECB, Christine Lagarde, has already set a timetable for interest rate hikes in the eurozone. There will be favored sectors, and others disadvantaged, to which attention will have to be paid. Gonzalo Sánchez, from Gesconsult, believes that