Are you eager to learn about the potential investment opportunities arising from China’s latest stimulus deal? Trivariate Research has identified some U.S. companies that could benefit significantly from this economic boost.
China’s central bank recently announced a series of measures aimed at stimulating economic growth and reviving the struggling real estate market in the second-largest economy in the world. By reducing the cash reserves required from banks, China hopes to encourage lending and investment.
According to Trivariate founder Adam Parker, previous stimulus packages in China have shown that value and megacap companies tend to perform well. Sectors such as communication services and utilities have historically been strong performers, while energy and information technology companies have had mixed results.
Trivariate Research has highlighted several U.S. companies that could stand to gain from China’s latest stimulus efforts. Commodity stocks like Southern Copper and Freeport-McMoRan are among the potential winners, as their shares have already seen significant gains in 2024. Morgan Stanley has also identified Freeport as a promising investment in the commodities sector.
In addition, gaming stocks like Las Vegas Sands, beauty giant Estée Lauder, and companies like Roku, Capri Holdings, Yum China, and MicroStrategy are all on Trivariate’s radar as potential beneficiaries of China’s stimulus deal.
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