what are good stocks to invest in right now

According to market trends and industry analysis as of April 2025, the following are stock investment advice in non-China regions, covering high-growth industries, potential markets and specific companies:

 1. Global stock market trends and potential markets

 1. European and American markets: technology-driven and policy dividends

• US technology stocks: Despite intensified short-term volatility (such as the Nasdaq index fell 3.07% on April 16), it is still optimistic about semiconductor and AI-related companies in the long run. For example:
  • NVDA: Benefiting from the growth in demand for AI computing power, the decline in energy prices in the European market is also beneficial to its data center business.
  • Apple (AAPL): valuation of 5G replacement cycle and service business growth.
• Germany DAX Index: Industry and renewable energy transformation drives growth. The German DAX Index rose 2.3% in Q1 2025, with a focus on:
  • BAS.DF: Chemical giant, the proportion of investment in green technology research and development has increased.
  • Siemens (SIE.DE): Digital and energy infrastructure projects benefit from European policy support.

 2. Emerging Asia-Pacific Markets: High Growth and Demographic Dividend

• Indian stock market: Economic growth is expected to be 7% (2025), key industries:
  • Information Technology (Infosys, INFY): Digital transformation drives software outsourcing demand.
  • Pharmaceuticals (Sun Pharma, SUNPHARMA.NS): a dual-wheel drive for export of generic drugs and innovative drug research and development.
•  Southeast Asian Market:
  • Vietnam VN Index: It is expected to exceed 1,450 points in 2025, focusing on technology and infrastructure (such as Vietnam Dairy, VNM).
  • Singapore REITs: Defensive choices in stable returns and low interest rates.

 3. Commodities and safe-haven assets

• Gold: Geographical risks push up risk aversion demand, UBS targets $3,500 per ounce, you can pay attention to gold ETFs (such as GLD) or mining companies (such as Newmont Mining, NEM).
• Crude oil: Supply and demand are loose to suppress prices, but we can pay attention to hydrogen energy companies under the trend of renewable energy substitution (such as Linde Group, LIN.N).

 2. High-growth industries and leading enterprises

 1. Semiconductor equipment and materials

• KLA Corp (KLAC): Revenue increased by 32.2% year-on-year from 2022 to 2024, gross profit margin was better than the industry average, and the market share of testing equipment was the largest in the world.
• Applied Materials (AMAT): 5G and advanced process demand drives equipment order growth.

 2. New energy vehicle and battery technology (non-Chinese enterprises)

• Tesla (TSLA): Although facing BYD competition, its autonomous driving technology is leading and the mass production of 4680 batteries may become a catalyst。

  Korean media: In markets outside China, BYD ranks first in the growth rate of electric vehicles!

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• LG Chem (051910.KS): The progress of solid-state batteries is accelerating, and it is bound to many European and American car companies.

 3. Chemical industry and new materials

• Shintsuki Chemical Industry (4063.T): The semiconductor materials and high-performance resin businesses have doubled growth, benefiting from the return of Japan’s manufacturing industry.
• DuPont (DOW): The demand for green building materials and electronic materials increased, with revenue increasing by 9% year-on-year in Q1 2025.

 4. Fintech and payment

• Block (SQ): The penetration rate of payment solutions for small and medium-sized enterprises has increased by 20% in several years.
• Adyen (ADYEN.AS): Europe’s leader in cross-border payments, expanding digital banking cooperation.

 3. Regional investment strategy

 1. Europe: Green Economy Transformation

• Renewable energy: Hydrogen projects of German wind power companies (such as Nordex, NDX1.DE) and French Liquid Air Group (AI.PA).
• Automotive electrification: Volkswagen (VOW3.DE) and Stellantis (STLA) electric vehicle capacity expansion.

 2. Latin America: Resources and Agriculture

• VALE, Brazil: Iron ore prices rebound and copper ore production expansion.
• Argentina Agricultural Technology: Digital transformation promotes grain export companies (such as Bioceres, BIOX).

 3. Middle East: Technology and Tourism

• Saudi Aramco (2222.SE): The balance between new energy investment (such as NEOM projects) and traditional oil and gas cash flow.
• UAE DP World (DPW.DU): expansion of logistics hub and free trade zone.

 4. Risk warning and hedging strategies

1. Market fluctuations: US stocks are disturbed by interest rate policies in the short term, and it is recommended to allocate gold and treasury bonds to hedge.
2. Geopolitics: Focus on the impact of the situation in the Middle East on energy stocks and diversify investments into defensive sectors (such as utilities).
3. Exchange rate risk: Companies with high local revenue (such as Indian IT service companies) are preferred under US dollar fluctuations.

 V. Conclusion

The main investment lines of non-Chinese markets in 2025 are technology iteration (semiconductor/AI), green transformation (new energy/materials) and consumption upgrades in emerging markets. Recommended combination configuration:

•  Growth type: KLA, Nvidia, LG Chem
•  Value type: BASF, Linde Group
•  Defensive type: Singapore REITs, gold ETFs

(Note: The above suggestions are based on public information and need to be adjusted in combination with personal risk preferences. Please consult a professional consultant before investing.)