A week ago, the stock market in the United States experienced the worst daily falls for individual values after companies operating in the industry of the Artificial Intelligence (AI) They registered millionaire losses.
Several of the ‘seven magnificent’, a group of technology companies that have promoted the growth of the United States Stock Exchange in recent years, have lost value so far this year.
According to BBVA Bag, so far from 2025 Tesla shares have fallen by 8.32%, NVIDIA at 3.6%, Apple in 8.43%and Google at 1.59%. With this panorama and a commercial war environment, what can be expected for stock market investments?
Volatility
For Jorge Ramos, General Manager of BBVA Bolsa Sab, the stock market markets, including the Lima stock market, will remain volatile, at least, in the next two or three months until the end of the negotiation phase of tariffs between the United States and the Other countries to which these taxes have set.
He also commented that such volatility has been fed by the high valuations of technological companies in the US, which has served as a pretext to investors for the taking of profits.
He indicated that, although the stock market in the US is volatile and several of the magnificent negotiation at loss, this has not been the standard for stock market rates. Ramos said that, for example, the S&P500, one of the most important stock market rates in the United States, which is considered the most representative of the real market situation, has been winning so far this year 2.5%.
Therefore, Ramos said it is a good time for BVL investors to rebound their portfolios, accessing actions that had not been able to acquire because their quotes were in high values.
“We are facing a start of the year to do a regegeal of the portfolio or for those who want to invest in the bag,” he said.
Perspectives
So far this year, the Lima Stock Exchange (BVL) yields 2%, after the financial sector index in $ 6%, so far this year, followed by mining companies (3.80%) and industrial ( 1.75%).
For Miguel Leiva, Vice President of Research Variable of Credicorp Capital, with expected growth for the Peruvian economy of 3% for this year, what should be expected is that companies continue to generate profits, which could be translated into a return for appreciation of capital of the companies of the general index of 12% and 5% in return of dividends, which makes a gain for investors of 17% in 2025.
He argued that the important thing for natural persons investors is to make their investments with a long -term look.
“There is a lot of volatility and there are times when for fear (at the abrupt fall of the actions) they could perform substantial losses. Hence, the importance of following the fundamentals of companies. If we see that in Peru there will be no structural changes, but that the proposals raised by the candidates are to consolidate the macroeconomic indicators of the country, which are quite good, companies must continue to generate profits, ”he said.
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