TOP 50 SHARE AND PROPERTY BUYS
Global economic conditions in 2022 featured runaway inflation and sharp interest rate hikes. And it looks as if 2023 is set to begin on a similar note.
Some expect the US economy to go into an economic downturn in 2023, with unemployment expected to rise, which could also affect Australian companies.
Elsewhere, global inflationary pressures remain, keeping food and energy prices higher amid unseasonal weather and a lack of physical supply. Looming in the background, the world is also tackling the issues of armed conflict and climate change.
And, of course, China's easing of restrictions in major cities continues to gain attention with eyes on a slow reopening against its objective to increase economic growth in 2023. These are some of the major drivers of markets in 2023 that Saxo's dedicated research team continues to monitor.
Heading into the new year, we cover five key investment themes on Saxo's radar that may provide some shelter in a stormy market. These are: energy; defence and cybersecurity; lithium and the “green” transformation; China – consumer and technology; and megacaps. As a bonus, you will also notice identified stocks in each of the five key themes, which have been selected by virtue of being the most valuable by market capitalisation.
However, if you are looking for something more rounded when investing, we also cover exchange traded funds (ETFs),
