United States and China They will temporarily reduce tariffs – from 145% to 30% in the American case and 125% to 10% in the Chinese case – for a period of 90 days and this brought transitory relief to markets. Given this Experts warn that, although it is not a context to raise risk, it is not to lose sight of the long -term vision. Within that framework, they gave their recommendations to invest in yield this moment.
“Trump’s driven policy widely exceeded market expectations. Even with recently announced relief measures, it remains to see how these tariffs will be redistributed in the global economy, in a context in which The risk of reprisals by other countries still persists“said Flavio Castro, Asset Management Criteria, who also said: “In this high volatility scenario, staying invested remains, depending on the risk profile, the best strategy.”
Isabel Botta, Product Manager in Balanzsaid that with A more stable exchange rate and without great jumps of the dollar, the attractiveness of the yields begins to turn Where it should always be: the real performance of its underlying assets. The accumulated data so far this year (YTD) show that the CEDEARS with better performance was Harmony Gold (Hmy), with a yield of 83.71%, followed by Gold Fields (GFI) and Banco Santander (San)with a 62.8%yield.
“This behavior shows a clear leadership of the mining sector, especially gold, as the most beneficiary of the year. Geopolitical tensions and the global search for shelters Before uncertainty they pushed the miners at the top of the profits, even in a context without a significant devaluation of the Argentine weight. This dynamic reinforces the idea that, when the dollar loses prominence, companies linked to commodities – especially precious metals – are still an effective coverage, “said the expert.
The new yields that appear as possibilities
In parallel, the Cedears universe continues expanding. Soon representations of technological and innovative companies such as ASML, PDD Holdings, XPENG (XPEV), Atlassian (Team), C3.AI (AI), Cadence Design (CDNS), Servicenow (Now), UIPATH (PATH) and VERTEX PHARMACEUTICALS (VRTX), among others.
“They also join Strategic ETFS yets such as JH, which replicates the S&P Midcap 400 with focus on industrialists, technology and health; he EWJwhich allows exposure to the Japanese market; the SLV, directly linked to the price of physical silver; he PSQwhich operates in reverse to Nasdaq 100 and offers coverage to falls from the technological sector; and the Vigideal for those who prioritize stable income through increasing dividend companies, “Botta added.
The profit results of the “seven magnificent”
This season of Balances again surprised, especially because of the solid results of the “seven magnificent.” Flavio Castro, Asset Management Criteriasaid that Microsoft (MSFT) Perhaps presented the strongest results, with quarterly income that grew by 15% in constant currency and a 19% increase in earnings per share.
“Its cloud services segment, Azure, showed a 35% year -on -year growth, widely exceeding market expectations. Microsoft continues to stand out for Its solid general balance and an excellent generation of free cash flowwhich maintains it as one of our main value options, both for its potential for capital appreciation and for the sustained growth of its dividends, “he explained.
In it Alphabet (Goog)from Criteriathey stressed that it also presented results Very positive. Total income grew by 14% in constant currency, while Google Cloud increased 28% in the quarter. The consolidated operational income grew by 20%, and the profits per action did so in a remarkable 49%. In addition, the company increased its dividend by 5% and the Board of Directors approved a new repurchase of shares for US $ 70,000 million.
As for Castro, he said that Amazon (AMZN) It showed a solid operational performance. “Quarterly income grew by 10% adjusted by exchange rate, and operational income increased by 20%, driven by the strength of their AWS division. In this segment, operating revenues increased aU $ s11.5 billion from US $ 9.4 billion in the first quarter of 2024. Profit per share grew by 62.2% in the quarter, dissipating fears around Expansion rhythm, at least in the technology sectors of great capitalization. While Amazon adopted a cautious posture with respect to its operational income for the second quarter, the general panorama continues to show robust year -on -year growth “he detailed.
Source: Ambito
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