Ideas

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.