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Global growth actions are losing their brightness as Trump rates' (and the reciprocal action of the United States commercial partners) threaten the economy. The impact of new import taxes could be devastating in a variety of industries.
I have not lost anything of my appetite for the actions of the United Kingdom, although I am more cautious with what I buy today. One way to protect myself is to choose against countercyclical actions, and companies in traditionally defensive industries, whose profit forecasts are driven or not affected by current economic conditions.
With this in mind, here there are two stocks of great growth that I am considering at this time.
H&T group
The struts like H&T group (LSE: Hat) tend to prosper during difficult times like these. In fact, this Alternative investment market (AIM) The operator said last month that “The demand for our central product of pawn sheets continues to grow, with a particularly strong loan demand in the last ten weeks of the year, including the record levels of new clients that take borrowed for the first time“
With the crisis of cost of living that is prolonged, city analysts expect the profits in H&T to increase 5% in 2025. Incidentally, this also leaves the company negotiating with a low ratio price to profits (p/e) of 7.1 times.
The commercial panorama is especially favorable for H&T today thanks to the increase in gold prices. Bullion reached new records greater than $ 3,151 on an ounce today, and many are inclined to many to continue going up as fears about the economic and geopolitical landscape.
On the negative side, retailers like this face new cost pressures as national contributions of dignified salary and national insurance increase. H&T believes that changes of nor will they result in a success of £ 2 million every year.
But in general, I still think that the pawn corridor is a great action to consider in these difficult times.
Chemical Group
Together with the broader defense sector, the actions in Chemical Group (LSE: CHG) have increased in value after the invasion of Russia of Ukraine in 2022.
This specific Ftse 250 The contractor has also increased strongly in February and in March after an acquisition approach of more than 1 billion capital. However, according to current gain forecasts, it still offers a decent value for money.
City analysts think that profits will increase by 27% in the current financial year (until October 2025). This lets be negotiated in a direct p/e ratio of 18.5 times and a growth of 0.7.
Any plug under one suggests that an action is undervalued.
The stable nature of arms spending has made defense stocks of traditional lifeboats in difficult times like these. But the attractiveness of the sector is even greater today (in my opinion) as the consolidation of the industry increases and global rearmament is accelerated.
Chemring orders intake increased 187% in the year to stand in a record of £ 1.4 billion.
The company has commented that “With the new administration in the United States, pressing for significant increases in NATO defense spending and with EU member states recognizing the critical need to expand and coordinate defense production in Europe, the market opportunity for chemistry continues to grow“
The reduced arms expenditure of the United States remains a threat. But I believe that in balance it is worth a serious consideration in the geopolitically sincere times.
(Tagstotranslate) category. Growth-Shares