Which Stocks Will Rebound in the Post-pandemic Era?

The market believes that the panic caused by Omicron will eventually calm down. Investors are turning their attention to the possible end of the outbreak as the fatality rate in Omicron dwindles.

The Main Contradiction

In the past two years, the main contradiction of the US economy is that the fiscal deficit has driven household consumption. Consumption has not only driven US corporate orders and capital expenditures, but also China's exports, and has exacerbated global supply chain problems. If there is no succession of a new round of industrial cycle or a new round of financial cycle, this mainline is likely to fade away and return to the original appearance of the economy.

The new drivers of economic growth after the pandemic are companies with the world's most advanced technologies leading a new round of industrial cycles, such as new energy, biomedicine, high-end manufacturing, and the digital economy that have started a new round of production capacity investment cycles.

Tech Allocation

Most institutional investors are shifting their holdings from technology stocks to companies such as energy that could benefit from the reopening of the economy. Global fund managers' allocation to technology stocks has fallen to the lowest level since 2008, according to a Bank of America survey.

This led to the continued decline of US stock technology stocks. The Nasdaq composite index, which is dominated by technology stocks, closed down 1.15% on Wednesday, and its closing point fell more than 10% from its high in November last year, falling into a technical correction range.

But not everyone is unanimously bullish, with investors still holding large amounts of cash as a hedge against risk.

What Analyst Says

Oanda market analyst Craig Erlam said investors need to keep an eye out for slowing corporate earnings momentum and a hawkish Fed: There are a number of different factors driving the market’s current shift, but it cannot be attributed entirely to the expectation that the COVID-19 pandemic is coming to an end.

For different views on the market, Christopher Harvey, head of equity strategy at Wells Fargo concluded: The market theme this year is normalization, it's all about spending, risk, valuation.

SHARE YOUR THOUGHTS

Which stocks will bounce back when everything returns to normal?

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  • MillionaireTiger
    ·2022-02-07
    Congrats to Tigers! Your comments are rewarded by 50 Tiger Coins! Check your account on [Me] - [Tiger coins] - (Upper Right Corner). Please feel free to contact me if you have any questions! @koolgal @Brocco @Cris0 @greenhorse绿马 @Enereskob @TWJ84 @pekss @Anselo @DrSam @JZ8
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  • koolgal
    ·2022-01-27
    In post pandemic World, travel stocks like airlines, hotels,oil companies will surge ahead! I am bullish on Airbnb, Delta Airlines & Exxon Mobil! Time to buy on dip before they fly to the moon! 🚀🚀🚀
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  • koolgal
    ·2022-01-27
    US Tech stocks have been oversold currently especially Microsoft, Apple & Nvidia! Great time to scoop these stocks on sale & reap long term growth & bumper profits!
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  • ___ _
    ·2022-01-26
    There is none other than Solid Rock $BlackRock(BLK)$ 🪨

    Also our $Berkshire Hathaway(BRK.B)$ and $Berkshire Hathaway(BRK.A)$ [Eye] [Love]

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    • ___ _
      @Gackky join this
      2022-01-27
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    • ___ _Replying toJoeLeong
      thank you too [666]
      2022-01-26
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    • JoeLeongReplying to___ _
      [Smile][Smile] thanks
      2022-01-26
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  • yong168
    ·2022-02-01
    [保佑]sure can,especially tourism sector,people had kept "staying"for a long³ period time at one place. [看涨] [你懂的]
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  • DrSam
    ·2022-01-27
    Stucks tgat rebounce will be based in sectors.. banks are the usual beneficiaries in higher interest rate environment
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  • Stingaling
    ·2022-01-27
    $Booking Holdings(BKNG)$ This stock will bounce back as travel normalises over the coming year. Smaller companies have liquidated and this stock is a prime position to gain a large market share
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  • Enereskob
    ·2022-01-26
    Travel related stocks were hit badly by the pandemic. Will definitely be the ones with most upside when the pandemic is over $SINGAPORE AIRLINES LTD(C6L.SI)$
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  • MilkTeaBro
    ·2022-01-26
    $CHINA AVIATION OIL(S) CORP LTD(G92.SI)$ it never got loss during pandemic, dividend yield was dropped to 2%. China will open border next year, this stock will be full healthy.
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  • koolgal
    ·2022-02-02
    When the pandemic is over, investors will pile into stocks like Airbnb,Boeing,United Airlines as well as energy stocks like Exxon Mobil!Time to buy these stocks before the Boom happens & reap rewards!
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  • koolgal
    ·2022-01-28
    There is going to be a new normal when the pandemic is over. I am especially bullish on energy stocks as demand will outstrip supply as people take to the skies! This plus the travel stocks too. 🚀🚀
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  • Cazwyh
    ·2022-01-28


    As travel resumes, all travel related stocks will come back:
    Airline, hotel, oil, $SINGAPORE AIRLINES LTD(C6L.SI)$ $SIA ENGINEERING CO LTD(S59.SI)$ $Airbnb, Inc.(ABNB)$ to name afew.
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  • Snakewood
    ·2022-01-27
    'normal' post pandemic is very different - all electric, metaverse, online, digital currencies... stocks leading these areas will do even better than now in the 'new normal'...🤔🤞
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  • Anselo
    ·2022-01-27
    The most obvious would be travel related companies whether they are airlines, leisure parks, airports etc.  However, investors are in on this and already bid up prices in some of travel related stocks
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  • 䛘賀worldview
    ·2022-01-27
    Subjective to said normalize back. If that the case be it fed or national policy i would think will have strong rebound is $Alibaba(BABA)$
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  • HelenJanet
    ·2022-01-26
    $SATS LTD.(S58.SI)$ and $SINGAPORE AIRLINES LTD(C6L.SI)$ will definitely Bounce back when everything returns to normal
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  • Alex1709
    ·2022-01-26
    I think luxury brands such as Burberry, lvmh will stage a rebound. Influenced by opening of borders, increasing tourist arrivals, brands offering omnichannel experience as lessons from covid
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  • pekss
    ·2022-01-29
    Tourism-related stocks, such as airlines and gaming, should bounce back when lives return to normal, and people start to travel for business and vacation.
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  • MHh
    ·2022-01-29
    If we assume normal as before covid then all stocks travel related will be back to normal plus financial sector with rate hikes. But if new normal, then tech stocks will fly higher
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  • VonCat
    ·2022-01-28
    Can buy some good stocks on the dip and deploy the rest of cash in stages on further dip down the road.
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