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GavinWong88
2021-06-24

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U.S. investors looking for a cheap way to play the global recovery may want to look up north

If U.S. stocks look richly valued after a strong start to 2021, American investors may be better ser

U.S. investors looking for a cheap way to play the global recovery may want to look up north

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By that gauge, the S&P 500 is trading at its richest valuation since the tech bubble of the late 1990s and early 2000s, according to Bank of America strategist Savita Subramanian.\n“We believe the discount is overdone, especially when the composition of the TSX is much better positioned to benefit from the global economic recovery, which we believe is intact,” she wrote.\n“We believe international stocks may be a better way to participate in the cyclical upswing, and Canada looks particularly attractive given its heavy exposure to cyclicals, commodities, and smaller caps, as well as its exposure to the U.S. economy that is leading the recovery,” Subramanian added.\nBank of America likes the TSX index for its greater exposure to energy and materials versus the S&P 500. Commodity sectors represent over 25% of the index compared to less than 6% of the S&P 500.\nThat bodes well for those with exposure to Canadian equities as the global recovery from the Covid-19 pandemic accelerates outside of the U.S. and fosters demand for the energy and agricultural commodities exported by Ottawa.\n“Follow the commodity cycle,” Subramanian advised her clients. “Despite a 46% surge in commodity prices [year over year], the TSX has underperformed the S&P 500 by more than 10 percentage points over the past 12 months.”\nThe implication is that, with Canada soon expected to see a sharp rise in its number of vaccinated residents, the gap between the TSX index and the S&P 500 could narrow.\nSome popular Canadian funds include theiShares MSCI Canada ETFand theBMO Low Volatility Canadian Equity ETF, up 21.8% and 15.2%, respectively, in 2021.\nDespite the overarching optimism on the country’s stocks, Subramanian noted that a slower-than-expected economic recovery in the U.S. or Canada would challenge her thesis.\nSo, too, could China’s recent announcement tomanage commodity inflationif Beijing continues to impose a cap on how much its traders are permitted to pay for various materials.","news_type":1},"isVote":1,"tweetType":1,"viewCount":344,"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":6,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}