U.S. stocks aren’t the only ones soaring this year. Some global indices have followed those gains: MSCI World Index is up 14% year-to-date; Japan’s benchmark Nikkei 225 is up nearly 31% year-to-date — outpacing the S&P 500’s 16% gain; the Stoxx Europe 600 is up 12%; Germany’s Dax rose 17%. Analysts remain optimistic about some parts of the U.S. market, but some expect international markets to do better this year. In its most recent mid-year outlook report, Morgan Stanley urged investors to “go on the offensive” in Asian equities. “(We are overweight) Japan and (emerging market) equities as better growth, lower inflation, looser policy and reasonable valuations drive double-digit 12-month returns. Disappointed, U.S. stocks lagged,” the bank wrote. “For equities, we recommend greater international diversification in developed markets given the different phases of economic growth and monetary policy cycles,” Tai Hui, chief market strategist for Asia Pacific at JPMorgan Asset Management, wrote in a note on Thursday. Markets like Japan (are) enjoying some structural tailwinds.” But investors shouldn’t abandon all U.S. stocks immediately. “Investors should still pay more attention to high-quality companies in the U.S., which are more resilient in a weaker growth environment, and long-term growth stocks may also benefit from lower yields in the coming months,” Tai added . Some analysts expect artificial intelligence to boost U.S. stocks. Raymond Bridges, managing director of investment management firm Bridges, said: “The demand for artificial intelligence is staggering and can continue to be a place where demand finds a home. I am involved in the industry with a personal name, but currently These positions will not be added,” Capital, told CNBC Pro. Stock Screening CNBC Pro screens stocks in the MSCI World, S & P 500 and Vanguard FTSE All-World ex-US Index Fund. The resulting stock has Buy ratings from more than 65% of analysts, with an average price target upside of at least 30%. Two stocks stood out for their analyst 100% buy ratings and huge potential upside: coal mining company Yancoal Australia and Hong Kong-listed real estate services company ESR Group . Japanese stocks Kansai Electric Power and JCR Pharmaceuticals were also downgraded, with both receiving more than 70% buy ratings. German meal kit company Hello Fresh has the highest potential upside of 82% from analysts. U.S. stocks include e-commerce giant MercadoLibre, health insurer Humana and drugmaker Jazz Pharmaceuticals.
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