Morgan Stanley has a ‘simple’ tech playbook, names TSMC and others as stocks to buy right now

  • 📰 CNBC
  • ⏱ Reading Time:
  • 23 sec. here
  • 2 min. at publisher
  • 📊 Quality Score:
  • News: 13%
  • Publisher: 72%

Business News News

Business Business Latest News,Business Business Headlines

Morgan Stanley says semiconductor stocks do well in recessions. The bank named its top Asia picks in the sector — giving one 40% upside.

Tech stocks have staged a remarkable comeback this year, as investors flock to the sector once more. The tech-heavy Nasdaq Composite is up more than 8% in 2023, outperforming both the Dow Jones Industrial Average and the S & P 500 . Despite the recent rally, few believe the downturn in tech has bottomed — but Morgan Stanley believes investors should not sit on the sidelines.

Semiconductor stocks have historically outperformed the broader market in past recessions, according to Morgan Stanley, with the Philadelphia Semiconductor Index outperforming the S & P 500 by an average of 29 percentage points in the recessions of 2001, 2008 and 2020. "The same is true for the Asia Tech benchmark, which rose 37% on average across these three recessions," the bank said. The S & P 500 returned 5.8% on average.

 

Thank you for your comment. Your comment will be published after being reviewed.
Please try again later.

Why would anyone take advise from Morgan Stanley. Remember they were part of the bailout. So what the heck do they know about investing. Think about it.

We have summarized this news so that you can read it quickly. If you are interested in the news, you can read the full text here. Read more:

 /  🏆 12. in BUSİNESS

Business Business Latest News, Business Business Headlines

Similar News:You can also read news stories similar to this one that we have collected from other news sources.

Tesla stock is top pick at Morgan Stanley ahead of earningsMorgan Stanley predicts a "shake out" for the electric-vehicle maker as companies jockey for market share and run the risk of oversupplying the... Happy Passport Renewal Week! 🇺🇸☎️📖 Tesla is a King of EV world 🌍 Morgan Stanley should not be covering Tesla stock. Conflict of interest given how much TWTR debt it holds linked to Elon Musk. They can’t be objective. There really aren’t Chinese walls at brokerage firms.
Source: MarketWatch - 🏆 3. / 97 Read more »

Morgan Stanley reveals its 8 favorite stocks ahead of Europe's earnings seasonThe investment bank has identified eight stocks to buy ahead of a potentially volatile European earnings season.
Source: CNBC - 🏆 12. / 72 Read more »