These sectors are expected to continue their momentum in 2025



In addition to the strong momentum expected to continue in 2025 for the sector Technology With the support of the revolution artificial intelligenceSectors are also expected to testify Energy Conventional industries, such as oil and gas, are increasingly active, due to their continued support of the industry Fossil fuels And abolish strict environmental legislation. He is also likely to testify Production sector Heavy industry has seen a remarkable recovery thanks to protectionist policies and the re-establishment of supply chains.

Candidate Sectors

In this context, analysts say UBS BankIn a note to clients, investors should watch Supplies In several key sectors close to the next 2025.

According to a report published by Business Insider, analysts recommend that investors invest in… actions Technology and financial services, industrials and utilities in 2025. They pointed to the sector’s strong position in current market conditions and amid expectations of pro-business policies under President-elect Donald Trump. Trump.

Analysts say the technology sector remains the top pick and will outpace gains in the broader market next year, with an expected increase of 19.8 percent in 2025 compared with about 9.4 percent for the rest of the market.

Their call comes at a time when technology was racing Standard & Poor’s 500 index to new highs in recent months amid a boom in artificial intelligence, which accounted for nearly 35 percent of the S&P 500’s profits last year. Some strategists have expressed concern about a bubble in the beer market, but UBS analysts remain optimistic.

Investors also remained bullish on… Financial sectorwhich they said would benefit more Trump’s policy Pro-business. Trump’s stance on deregulation and proposed corporate tax cuts are generally expected to boost business activity and earnings growth, fueling financial gains in stocks.

That’s what the analysts wrote Industrial actions Also in good condition until 2025. They said that the sector looks more attractive (..).

They reported it at the same time Utility sector It is the best defense sector amid high demand for… Energy from artificial intelligence And electric vehicles. The utilities sector has outperformed in recent months, with the MSCI ACVI Utilities Index up nearly 20 percent year-to-date, as AI data centers drive the use of… electricity In the United States to grow.

Meanwhile, analysts remain neutral on health care, downplaying energy, materials, commodities and REITs. The analysts’ call comes as US stocks rose after Trump’s election victory.

Keep the momentum going

In his commentary he performs Wall Street Expected for the year 2025, Mohamed Saeed, an expert in financial markets and general director of IDT Consulting and Technology Systems, points out to the website “Ektisad Sky News Arabia” that the technology sector is still a candidate for strong growth thanks to the continuous development of artificial intelligence, which opens new horizons for companies, explaining the sector remains the main focus of growth, but will not maintain the same degree of dominance as it was in previous years, in his estimation.

He points out that Investors They began to doubt the technology sector’s ability to make commensurate profits Investments huge pumped into him. There are other factors that negatively affect the sector, such as legal challenges faced by giant companies in it, adding: “Despite these challenges, the technology sector will continue to grow, but it will not be controlled to the same extent. .”

The financial markets expert believes that there are other sectors that are likely to grow in light of the expected accommodative monetary policy, namely:

  1. Financial sector: With lower interest rates and increased liquidity in the market, this sector is expected to make a relative recovery after the negative impact of high interest rates.
  2. sector Real estate: After a long period of decline due to tight monetary policy, the sector could benefit from new liquidity and monetary easing.
  3. sector IndustrialThe trend towards protectionist measures, possibly renewed by US President-elect Donald Trump, could support local industries such as… Cars It promotes growth in this sector.

Saeed concludes his speech by emphasizing the need to closely monitor these transformations, as opportunities and challenges remain across sectors.

The most important sectors

Head of Global Markets at Cedra Markets, Joe Jarak, also talks to the Sky News Arabia website about economic expectations and sectors likely to witness growth in light of Donald Trump’s return to the presidency of the United States. America, indicating the impact of economic policy and expected reforms on the markets.

Iarak believes the technology sector will continue to perform well, especially with the continued focus on artificial intelligence, which is seen as a major driver of growth, explaining that “with the current boom in artificial intelligence, technology companies remain among the biggest standouts in the markets.”

He adds: “Other sectors that could benefit from the policies expected during the Trump era include: Banking sector“Easing regulatory restrictions is likely to improve bank performance,” noting that “with policies to relax legislation, banks will be able to perform better in a less restrictive environment.”

He also notes that small businesses will benefit greatly from the expected tax cuts, saying, “Small businesses, especially those in the Russell 2000, will find more breathing room if taxes are cut.”

Yarak also expects the oil sector to experience growth, with a focus on increasing US oil production and issuing new permits. “The US oil sector will be in a strong position with policies that support domestic production and ease restrictions on oil companies.”

As for non-traditional sectors, it is believed that the potential tightening in… Immigration policies That could benefit the private prison sector, he said: “If stricter policies are taken on illegal immigrants, the private prison sector could do well because of the increased demand for its services.”

He points out that the next phase will be full of opportunities in various sectors, given that markets are cautiously and optimistically awaiting this development.

Three main sectors

In turn, the director of the Vision Center for Strategic Studies and Research, Bilal Shuaib, stated in statements to the website “Ektisad Sky News Arabia” that the sectors most likely to lead growth in the coming year 2025 are represented in three main areas:

First: the communications and information technology sector

According to Shuaib, this sector will continue to grow significantly, especially in light of the global interest in digital transformation and technology, noting that the United States of America gives this area a high priority due to its vital role in possessing knowledge and information, in addition to its great influence on strengthening economic growth, especially in terms of industrial and agricultural development.

Other: Health and medical care sector

The sector will witness significant progress, according to Shuaib, especially after the gaps that appeared during the first term of Donald Trump, as there was a lack of interest in this area despite the spread of the corona pandemic. This shortfall highlighted the need to improve health systems and expand investment in medical care.

Third: The consumption sector, especially food products

According to the director of the Roy Center, the demand for food products will continue to grow, making this sector one of the important economic drivers.

But Shuaib at the same time emphasizes that the greatest dominance will be for the communications and information technology sector, especially in light of the intense competition between the United States and China in the fields of artificial intelligence and advanced technology, adding: “I believe that the technology sector will remain the most profitable compared to other sectors.” “





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