FTSE 350 Review 2018 

FTSE 350: Despite strong manufacturing data, electronics stocks carry a price

The UK’s manufacturing sector achieved its seventh consecutive month of growth in November – up 0.4 per cent, according to the Office for National Statistics. Meanwhile, December’s rates of growth in output, new orders and employment in manufacturing “remained solid” and “well above long-run trends” in the words of economic data supplier IHS Markit. While London’s largest listed electronics companies operate in very different areas, it seems fair to assume that such a positive backdrop for manufacturing should benefit all four companies as we enter 2018.

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