Cyclical value: what to buy in 2022

Just a couple of stocks are responsible for 60% of the Nasdaq's gain in 2022, the "unloved stocks" might be due a rally.

Dan Brunskill

Mon, 03 Jan 2022

Equity analysts are predicting the coming year to be another slow one for the local sharemarket as inflation and higher interest rates weigh on company earnings and asset valuations.Forsyth Barr’s head of research, Andy Bowley said the long-running bull market – enjoyed since the global financial crisis – appears to be ending as a decade-long decline in interest rates has reversed.New Zealand's benchmark equity index was down 0.4% in 2021, its first negative year in a decade, and 2022 could be more of the same.Head of reta...

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