Swiss actions to build resilient wallets

Swiss actions to build resilient wallets
Swiss actions to build resilient wallets

Exhibited worldwide but benefiting from the stability of their country of origin, the Swiss titles are well positioned to take advantage of the multiple recovery scenarios in 2025.

Swiss actions offer global exposure, while benefiting from the stability of their country of origin and a unique concentration in niche sectors with high added value. The diversification of their sources of income also offers coverage against regional economic fluctuations: 19% comes from the Swiss domestic market, 36% of Europe, 22% of the United States and 17% of the Asia-Pacific region.

Opportunities in 2025

In this context, five major opportunities emerged for Swiss actions in 2025.

Recovery dynamics in the United States: The resumption of American growth, stimulated by an industrial revival, offers opportunities to companies exposed to this market, especially in the health and industry sectors. Thanks to a substantial local presence in the United States, stable growth in this country should strengthen many companies. In addition, companies with a power to fix prices and operational flexibility should better adapt to possible tariff climbing.

A resumption of the German manufacturing sector could stimulate demand for industrialists and Swiss construction companies well integrated into the European market.

European recovery: A resumption of the German manufacturing sector could stimulate demand for industrialists and Swiss construction companies well integrated into the European market. A more substantial commitment in favor of Mario Draghi’s industrial strategy for Europe, which calls on the European Union to increase investments by 800 billion euros per year, would greatly help to revive hope and finance a recovery.

Rebound in the health sector: The actions of the health sector, currently undervalued but with innovative pipelines and a strong brand awareness, offer attractive entry points as global health expenses are increasing.

Dividends stability: Local actions with stable dividends remain attractive to investors who are looking for yield and resilience to volatility.

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Fallen angels: Companies with solid balance sheets but undervalued action courses have convincing recovery opportunities, supported by prudent financial management specific to Swiss companies.

What surprises in 2025?

In terms of positive surprises, Swiss actions could benefit from both geopolitical and macroeconomic developments. A de -escalation of the conflict in Ukraine and the reconstruction of the country would stimulate European growth and reduce the disturbances of supply chains – Swiss companies exposed to construction and mechanics could benefit from expectations. In the United States, we expect advances with regard to trade agreements: moderate customs duties could mitigate the risks for Swiss exporters of industrial products and luxury goods, thus strengthening their competitive advantage.

Europe’s renewed interest in innovation and modernization could also support Swiss players in the fields of advanced and clean technologies, while merger-acquisition activity has the potential to reshape the business sector . With strong currencies and liquidity reserves, Swiss companies could target undervalued global assets, accelerating their growth and creating synergies.

Finally, in Asia, a rebound in the confidence of Chinese consumers could stimulate demand for luxury goods, pharmaceutical products and Swiss precision technologies, as households spend their accumulated savings.

But beware, it is also necessary to consider negative surprises.

Given the unpredictable environment of interest rates and inflation, the volatility of global currencies could pose significant challenges for Swiss actions in 2025. A strengthening of the Swiss franc could weigh on exporters and reduce their international competitiveness. At the same time, sudden movements of the main currencies such as the euro, the dollar or the yuan could disrupt cross -border operations and profitability.

In addition, the fluctuations in interest rates, influenced by divergent policies of central banks, could increase the cost of capital, slow down business investments and impact valuations. We expect companies that have diversified sources of income and a strong price fixing power are more resilient under these uncertain conditions.

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