He who does not have a Spanish bag, will regret

Foto del autor

By Jack Ferson

It is not a title of an article, it is a phrase of fund managers that see how to invest in the Spanish Stock Exchange, it is not an option, it is an obligation. And that despite the falls caused this last week by Trump’s tariffs, the Spanish Stock Exchange is a good medium and long term option.

Institutional investors, clearly bet on the Spanish Stock Exchange, which carries a great first quarter on the stock market, rises a14% Ibex 35 and some values ​​are fired.

See The profitability of the main actions of the Spanish continuous market In this first quarter of the year.

30% profitability in the quarter, the worst case, of these 10 values ​​that have earned the most.

If we look as an example one of the most authorized voices in the markets, Virginie Maisonneuve, Directo of Global Inversion of Variable Renta of the Gestora Alliancehe points out: «We believe that the recovery of European actions still has a route. However, given volatility, we consider essential global diversification in portfolios. The reaffirmation of» European sovereignty «and the increase in public spending could benefit key sectors, such as cybersecurity, artificial intelligence and defense.»

Also states that «currently, European investors maintain an underpathed position in the construction sector. However, the rapid increase in global data centers is a positive structural tendency for the sector and could be driven by an eventual reconstruction in Ukraine after high fire.

See the discount that European values ​​have with respect to those of the US. Almost 40% although they have already cut, as the bags climb both in the old continent and indicate these Singularbank graphics.

The Spanish bag is cheap, see how even though the benefit has risen per action (BPA), per, has not risen, that is, Multiple expansion of the Spanish market can follow by not being expensive in the stock market.

And it is that the Spanish market is very sanitized at the fundamental level, and that shows at the level of the progress/descent line, see how the indicator is raising both and the Ibex 35 index, that is, when both rise, it is that the market is very healthy, it is clearly raising the market in general, despite this week’s point falls.

The managers are very comfortable investing in the Spanish Stock Exchange. And the money has entered, especially by foreign institutional investors and with the valuations to which some values ​​have been left after the market penalty for tariffs, hunting are already looking to continue entering.

See how they are according to Premium indicators of force and sectoral tendencywe can see there are 4 great very strong sectors and with a medium and long -term bullish trend at this time.

Many of Spanish values ​​are within a great global megatence And that is a tremendous advantage when entering fund flows into companies.

Find out The strongest actions at the moment of the Spanish Stock ExchangeAccording to our premium indicators and The Spanish actions that most like the Department of Analysis of Investment Strategies, both by technical analysis and by fundamental.

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