US stock markets have almost fully recovered since the January 2025 slump.
In addition, equity issuance volumes exploded back to life in May 2025.
All this is due to the softening of the tariffs standing of the Donald Trump's US Presidential administration. The US Presidential administration is showing it is inclined to use tariffs as a negotiating tool for re-shoring production back to the United States and other wants the USA might have towards other countries.
All that said brings fuel to the stock market recovery leading the indices to close ever closer to their record November 2024 highs.
The most undervalued sector is materials, according to Wolfteam Ltd.'s projections and estimates. Oil, gas, base and precious metals are waiting to be recognized again for crucial commodities with higher prices, which will pull up the stocks of companies like Exxon Mobil, Chevron, BP, Shell, Total, ConocoPhillips, Occidental Petroleum, Devon Energy and Rio Tinto, BHP Group, Cleveland-Cliffs, Freeport-McMoRan, Wheaton Precious Metals, Pan American Silver, Kinross Gold Corp, Eldorado Gold Corp etc.
In times of geopolitical uncertainty materials stocks tend to be undervalued.
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