International stocks that cannot be ignored in the global economic recession: value depressions in the crisis

   At a time when the global economy is in turmoil, the investment market presents great uncertainty. The Fed's interest rate hike cycle has not yet ended, European inflation is high, China's recovery is weak, and emerging market exchange rates fluctuate violently - facing all this, investors are inevitably anxious.

However, the more in the haze of economic recession, the more you need to discern pearls. The international stock market is quietly brewing a revaluation of value, and some companies are showing the potential for counter-trend growth, becoming a "beacon in a bear market."

1. Value discovery in the economic downturn

The recession period often means a decline in corporate profits, weak consumption, and weakened confidence, but it is also during this stage that the stock prices of many high-quality companies are "wrongly killed" and there is a clear underestimation.

From historical experience, during major recessions such as the global financial crisis, the European debt crisis, and the impact of the epidemic, there will always be a group of companies that grow against the trend or become the leading pioneers in the early stages of economic recovery. Such companies often have the following characteristics:

Strong cash flow and low debt levels: In an environment with difficult financing, these companies are more capable of maintaining operations and investment.

Global operations and diversified sources of income: diversify geopolitical and regional economic risks.

Leading technology, brand or moat: maintain a certain market share even in periods of shrinking demand.

Therefore, in the second half of 2025, when global economic uncertainty intensifies, we should turn our attention to those international high-quality stocks that are "opportunities in crisis".

2. International stock sectors worth paying attention to

Healthcare sector: the mainstay of anti-cyclical

Economic recession will not reduce people's demand for health, but may increase the emphasis on basic medical care, chronic disease management, and mental health. Global pharmaceutical giants such as Johnson & Johnson, Pfizer, and Novartis in Switzerland still maintain stable cash flow and R&D investment.

It is particularly worth noting that innovative companies in telemedicine and medical AI, such as Teladoc Health and Babylon Health, are changing the traditional medical model and are favored by institutional funds.

"Hard asset" faction in technology stocks

In a high-interest rate environment, the market's valuation of technology stocks is more conservative. However, technology companies that have achieved profitability, have clear business models and strong user ecosystems are still attractive.

Technology blue chips such as Apple and Microsoft have a strong control over the global industrial chain and cash reserves, and can maintain efficient operation even in an economic downturn.

In addition, Japan's Sony is also worth paying attention to. It not only performs strongly in entertainment, games, and image sensors, but also has a huge IP reserve and a highly loyal user group.

Green energy: counter-cyclical growth under policy support

Even if the global economy slows down, countries' investment in clean energy has not slowed down. Tesla continues to expand its market share in the field of new energy vehicles, and Denmark's wind power giant Ørsted and Spain's Iberdrola are also promoting wind and solar projects worldwide.

Against the backdrop of carbon neutrality and green transformation, such companies have long-term growth logic, and short-term fluctuations may bring entry opportunities.

3. Regional investment opportunities: seeing different growth momentum

Asia: underestimated recovery potential

Although the Chinese economy is facing challenges, some Asian companies with high export share are benefiting from the restructuring of the global supply chain. Indian IT service company Infosys, Japanese electronics manufacturer Murata Manufacturing.

And Taiwan's semiconductor leader TSMC still maintain their technological and supply chain advantages in the global market, and the value of long-term allocation is prominent.

Europe: a sample of traditional industry transformation

Germany's Volkswagen, France's TotalEnergies and other companies are undergoing drastic transformation and actively embracing electrification and digital transformation. Although short-term profits are under pressure, the strategic foresight shown by such companies in the crisis has laid the groundwork for their future growth.

4. Safe-haven attributes: the role of international stable stocks as a harbor

In the context of global stock market fluctuations, companies with high dividend yields, stable business models, and strong brand moats are being regarded as safe havens by investors.

For example, Nestlé of Switzerland, Unilever of the United Kingdom, and Royal Bank of Canada (RBC), with global business coverage, can still maintain profits and dividends even in the context of economic slowdown in their own countries.

The "stable + cash dividend" characteristics of these companies are particularly suitable for allocation in an uncertain environment to hedge the volatility of the investment portfolio.

5. Layout strategy suggestions: three-step method for counter-trend operation

Prioritize value-repairing stocks: focus on industry leaders with good fundamentals but suppressed stock prices, especially the aforementioned medical, technology and green energy stocks.

Pay attention to regional recovery differences: diversify investments to major economies in the United States, Europe and Asia, and take advantage of differentiated opportunities with asynchronous regional recovery.

Increase cash and defensive allocations: In uncertain times, retain sufficient liquidity, while adding high-dividend, defensive stocks to maintain the resilience of the portfolio.

6. Conclusion: Golden opportunities are born in recession

The cold winter of the global economy will not last forever. Rational analysis and strategic layout in market panic are often the prerequisites for reaping rich returns. Don't let short-term fluctuations blind you to long-term value. Now may be the best time to invest in those "international stocks that cannot be ignored."

In the midst of a crisis, see the big picture, wait patiently, sow the seeds of value investment at the bottom of the market, and what you harvest may be the fruits of the next round of global bull market.