What stocks to buy and what will happen to the market in 2023?

Rising 10-years bonds, rising inflation in China, falling companies …

Do not know where to invest and how to make money?

Let’s take a look at where you can invest and work with you to explore the stocks that are more likely to generate gains than losses. Warning — This is just a recommendation, not a call to action. Possible losses depend only on your choice.

After the end of the quarantine, Adidas shares will rise sharply. The fact is that there are already vaccines — and soon the pandemic will end. In what follows, we will call such actions traditional. For example, for the same scenario, we bought shares of McDoldance and other companies.

Alibaba and Amazon shares will also rise in the same way. Another question is that after the pandemic, everyone is used to ordering via the Internet, and in the future, the volume of purchases will increase.

BMW, Buyer and Basf are some of the locomotives of the European Union. Cars from Germany have always been valued for quality and reliability, we believe that BMW is still undervalued compared to the same Volkswagen, which has already approved the policy of electric vehicles in the future.

For portfolio diversification, it is always wise to take something from the financial sector. Let’s be honest, after the pandemic there will be a storm of bankruptcies and non-payment of loans — who will vacuum everything? Banks! Therefore, Bank of America is in our portfolio!

Once the borders are open, people will of course begin to travel with a dual energy. We will definitely add shares of a company related to air transportation to the portfolio.

We also add Microsoft to our portfolio — the company pays dividends, has serious developments in cloud technologies and grows very significantly every year. We also add Morgan Stanley as financial diversification. We already wrote about this above.

Let us tell you what other stocks we have in our portfolio: Nvidia is the future of artificial intelligence, this direction is entirely dependent on video cards, and the leader in the production of video cards is Nvidia!

We have bought some more bonds! One of them you see above is the Turkish bond. Yes, now her market is not at the forefront, but her future is great! Turkey is adding both in population and in WFP, it is a major player from Central Asia, a huge hub of goods and services through Istanbul, and in the aggregate seems to us a good investment.

In general, we believe that no crisis is foreseen in 2021. Yes, many stocks in the industry for 2020 and it seems are already at their peak and will soon fly down — like, say, Virgin (astronautics). However, so far only we see big corrections, as say Baidu in China or other Chinese companies.

We believe that it is necessary to take and buy them on such large drawdowns. Taje Baidu is the second search engine in the world and his plans to create electric vehicles speak volumes.

As for the predictions of the collapse of the IT giants. We also believe that so far the fears are unfounded. First, the world has changed after the pandemic — and it technologies have firmly entered our lives. Secondly, in America, despite the increase in taxes, they distribute money to society — and what to do with it?

According to a poll by the well-known German bank DB, 30% of Americans will bring them back to the stock and bond market. So the market is replenishing with liquidity and is likely to grow further.

First of all, we will warn you so that you do not blindly trust us — but make decisions yourself. However, the text in this article can be considered a recommendation!

Юрий Климов

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