Broker Credit Suisse has named some of its top stocks to keep an eye out on for 2022, with Arbdn, Heineken and Lloyds making the list for the EMEA market.
China Resources Beer, Murata Manufacturing and Siam Commercial Bank are ones to look out for in Asia Pacific, with Dun & Bradstreet (NYSE:DNB), Humana and ZoomInfo Technologies highlighted in the Americas.
The predictions were made from various reports but with one specific theme throughout, which is “an identifiable inflexion point or catalyst looming in 2022 to either provide another leg to existing momentum or signal a turning point,” said Credit Suisse.
The volatile market backdrop which has plenty stocks take somewhat of beating this year has been discredited, with Credit Suisse focusing on the micro rather than macro issues.
New business strategy, management changes, mergers & acquisitions and broader changes in industry landscape informed most of the broker’s decisions.
Credit Suisse also said it acted against consensus when deciding on the best stocks.