Lkl8
2021-07-05
Good read
JPMorgan backs these global stocks as markets prepare for the 'next leg higher’
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charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>JPMorgan backs these global stocks as markets prepare for the 'next leg higher’</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nJPMorgan backs these global stocks as markets prepare for the 'next leg higher’\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-05 11:48 GMT+8 <a href=https://www.cnbc.com/2021/07/04/jpmorgan-backs-these-global-stocks-as-markets-prepare-for-the-next-leg-higher.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>LONDON — After moving sideways for months, JPMorgan believes the next leg higher for markets is upon us, and named dozens of European stocks best placed to capitalize.\nIn a note Monday,JPMorganHead of...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/04/jpmorgan-backs-these-global-stocks-as-markets-prepare-for-the-next-leg-higher.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BCS":"巴克莱银行","BBL":"必和必拓","BP":"英国石油"},"source_url":"https://www.cnbc.com/2021/07/04/jpmorgan-backs-these-global-stocks-as-markets-prepare-for-the-next-leg-higher.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1181403674","content_text":"LONDON — After moving sideways for months, JPMorgan believes the next leg higher for markets is upon us, and named dozens of European stocks best placed to capitalize.\nIn a note Monday,JPMorganHead of Global and European Equity Strategy Mislav Matejka said that although some economic activity indicators have peaked, the market is “likely to get comfortable” with above-trend growth for the remainder of the year, as consumer spending and capital expenditure continue to prop up risk assets.\nCrucially, Matejka suggested, inflation fears are likely to reduce after the next one to two elevated readings, which may allow theU.S. Federal Reserve to uphold its view that inflation is “transitory”even as it begins to taper its asset purchases in early 2022.\nJPMorgan is backing cyclicals and value stocks over defensives. Value stocks are viewed as undervalued and are seen benefiting from an economic recovery; they often include cyclicals — stocks whose trading patterns tend to be levered to the business cycle. Defensive stocks, meanwhile, typically provide consistent earnings and dividends regardless of stock market conditions.\nRegionally, JPMorgan said the euro zone is tipped to continue its outperformance of the U.S.\nThe key sectors across the bank’s top European equity picks are materials, consumer discretionary, staples, industrials, health care and financials, the latter of which were the most heavily represented in JPMorgan’s basket of stocks.\nWith regards to financials, the bank holds an “overweight” position in banks includingBarclays,Societe Generale,INGandUBS.\nSome of its industrial stock picks wereSaint Gobain,Andritz,Signifyand Rexel. While JPMorgan’s consumer staples picks includedCarrefour,Carlsberg, Coca-Cola Hellenic andDanone.\nHealth care also had featured heavily in the basket, with stocks such asFresenius,Rocheand Sanofi.\nAnglo-American,BHP Group, andArcelormittalwere among the materials stocks to be included in JPMorgan’s basket, whileBMW,Barratt DevelopmentsandMarks & Spencercame under the consumer discretionary bracket.\nUtilities names included Engie and EDP, and Micro Focus and World line joined Austrian chipmaker AMSamong the bank’s IT stock picks.\nTwo telecoms inclusions were Pro Sieben Sat.1and Vodafone, while Inmobiliaria Colonial was the only real estate company on JPMorgan’s list, and BPwas the only energy stock.\nChipmakers have infamously failed to keep up with demand during the pandemic did they take hit, causing a global shortage which touched all areas of the market. However, JPMorgan estimates that AMS will see earnings-per-share growth of 103% in 2022 as the economy stabilizes.\nMeanwhile, British retailer Marks & Spencer is tipped to grow EPS by 827%. EPS divides a company’s profit by the number of outstanding shares of its current stock to gauge profitability.\nWithin the inflation discussion, Matejka said the recent “unhealthy feedback loop” between rising commodity prices and inflation expectations could break.\nHe pointed out that many investors had been buying commodities to hedge against rising inflation expectations, which were in part driven by rising commodity prices. Should this break, investors are likely to see the current cycle as “more sustainable” as the Fed will be less likely to “blink,” he added.\n“The gap between inflation forwards and yields is still large, and is likely to close from both sides. This calls for higher real rates in 2H, and we believe that it is premature to come back to Tech and one should stick with Value,” Matejka said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":114,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":8,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/154004985"}
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