After examining our analysts’ buy-rated stocks with a market capitalisation above $1.0 billion, we have identified ten of them as cyclical recovery stocks “on the other side” of COVID-19 with strong balance sheets.
After a stellar 2019, the first quarter of 2020 was a very difficult one for investors as share markets saw a very quick sell-off as the coronavirus (COVID-19) pandemic started to spread out of China to Asia, Europe, and the USA.
These Champion Stocks all have a long term positive thematic, which should drive superior earnings growth and shareholder value over the coming years, notwithstanding inevitable disruptions in the economic and investment environment.
The world is experiencing an unprecedented systematic shutdown of borders and businesses, suppressing the outlook of future economic global growth. We explore some factor-based ETFs aimed at providing a defensive tilt to long global equities.