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Home » Luxury, tourism and climate change: industries to win in the stock market

Luxury, tourism and climate change: industries to win in the stock market

Stock market history tells us one thing, there are great investment trends to follow because they are the ones that rise the most in the stock market when the market recognizes them and sees their potential, although this is never forever for investors.

Another point for investors to keep in mind is the options related to ecology and sustainability. “Climate change is a fact that I will not discuss here,” fundamental analyst María Mira stated this week. “Scientists have been warning us for many years, and with growing concern. And when it comes to scientists, there’s nothing to debate, they’re the experts.” Based on this premise, we as investors and market participants can therefore position ourselves for leading providers of innovative products aimed at mitigating the consequences of climate change and global warming on the planet.

In addition, luxury continues to be the focus. While most sectors of the economy are seeing their key customers becoming more cautious and postponing their orders, there is one sector where demand is more rigid and the crisis needs to be very deep and widespread in order for your customers’ spending plans to be moderate. We are referring to the luxury sector. In an environment of macroeconomic instability, with bets ranging from a mild to a more severe recession, the luxury goods sector is thriving and continues to post strong sales.

Another sector to focus on is tourism and its IBEX 35 values. According to the Exceltur report, the Spanish tourism sector has started a very positive 2023, with an activity level in the first quarter of +10.8% nominal over the same months of 2019, after an excellent Holy Week, “reflecting the strength of the desire to travel and its growing priority in the lifestyle and consumption habits of the populations of our tourist markets: internal and external”.

The market also closely follows the movements of the banks. Among other things, the fall of SVB Financial and the rescue of Credit Suisse have fueled fears of a new financial crisis with echoes of the provoked fall of Lehman Brothers. While many have been caught flat-footed from a stock market perspective, it must be borne in mind that some companies have shattered pre-shock highs fifteen years ago.

Bitcoin moves this week with what appears to be a lot of profit taking actually exceeding 10% in the market, already well below $28,000 per asset. We’ve seen one of its must-have issues over the past few days in its regulatory issues, particularly in the United States. And the belief is taking shape, as stated by those responsible for Coinbase, that, Cryptocurrencies will evolve in what Brian Armstrong, head of the firm’s cryptocurrency division, calls “offshore or high seas oases.”

In the case of Brent Oil, another asset investors are focused on, demand remains key…despite the volatility.

To take advantage of these opportunities offered by the market, the price trend is one of the most studied phenomena in the financial world and is used in the investment industry. The evidence that stock markets move according to trends is overwhelming, and not knowing how to behave afterwards is a luxury no investor can afford. We will teach you how to use it and practice it live for 2 months.

Market focus next week will be on both the US Federal Reserve and the European Central Bank (ECB), which will hold separate policy meetings. Despite the turmoil in the financial sector, the manager at JPMorgan warns that central banks have not yet completed their monetary tightening and if they do they will wait before starting to cut interest rates.

In addition, this week in the new edition of the real estate corner organized by Investment Strategies, it cannot be about any other topic than the new housing law, which is currently being talked about so much and which will take shape in the coming weeks, so that within this year may come into effect in 2023.

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