Good Value | Pragmatic Value Investing
Good Value | Pragmatic Value Investing
Antipodes Partners
Stocks to watch in 2025 (portfolio manager picks across tech, hardware, healthcare, EM & infrastructure)
36 minutes Posted Dec 11, 2024 at 1:22 am.
| Graham Hay Hardware, Industrials & Commodities Portfolio Manager
| Nick Cameron Healthcare Portfolio Manager
| Max Shramchenko Infrastructure Portfolio Manager
| James Rodda Developed Markets, Technology, Media and Telecommunications Portfolio Manager
| John Stavliotis Emerging Markets Portfolio Manager
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36:45
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Show notes
In this year-end episode for 2024, Alison Savas invites Antipodes' Sector Portfolio Managers to discuss their outlook for 2025. Each PM shares their insights on key sectors and stocks to watch in the new year, including a stock they believe will outperform and one they advise investors to steer clear of.
 
Key Times:
 
Stock to watch: Keysight Technologies, Inc. (NYSE: KEYS)
Sector to avoid: Large cap technology stocks
Stock to watch: Alcon AG (SWX: ALC)
Sector to avoid: Small to mid-cap medical device companies
Stock to watch: RWE AG (ETR: RWE)
Sector to avoid: Conventional power generating assets in US
Stock to watch: Alphabet Inc (NASDAQ: GOOG)
Sector to avoid: Large cap technology stocks (ex Alphabet)
Stock to watch: DiDi Global Inc. (ADR: DIDIY)
Sector to avoid: Indian Mid cap Universe
 
More about Antipodes Partners: https://antipodes.com/
Stock commentary is illustrative only, not a recommendation to buy, hold, or sell any security.