This carefully selected group of stocks captures the economic opportunity created by the historic peace deal between Azerbaijan and Armenia. Handpicked by professional analysts, these companies are positioned to benefit from the new wave of trade, energy development, and infrastructure projects in a region moving from conflict to cooperation.
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Published on July 14
Companies establishing early positions in the post-conflict Caucasus could see exceptional growth as they help rebuild critical infrastructure and secure long-term contracts in energy, transport, and communications.
The reopening of ancient trade corridors between Europe and Asia through the South Caucasus creates immense opportunities for logistics, transportation, and energy companies that few investors have noticed yet.
History shows that regions transitioning from conflict to peace often experience rapid economic growth. This carefully selected group of stocks offers exposure to the "peace dividend" that typically follows diplomatic breakthroughs.
The landmark UAE-brokered peace accord between Azerbaijan and Armenia transforms the South Caucasus from a conflict zone into an investment opportunity. This diplomatic breakthrough opens critical trade and energy corridors between Europe and Asia, creating substantial economic growth potential in a strategically important region.
This investment theme focuses on companies positioned to benefit from large-scale reconstruction and development. The stocks span multiple sectors including infrastructure, telecommunications, energy, and construction, offering exposure to the entire value chain of economic revitalization in the South Caucasus.
These companies were selected for their direct involvement in nation-building activities that will flourish under newfound stability. From Turkish firms with regional ties to global infrastructure leaders, each is strategically positioned to capitalize on increased investment, reconstruction efforts, and new trade routes.
This basket's total market capitalisation is 134,939.157 and is heavily anchored by several large-cap holdings, giving it a generally stable profile.
TKC: $5.08B
ROAD: $6.85B
FIP: $685.92M
Get the full story on this Basket. Read our detailed article on its risks and potential.
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SK Hynix has unveiled a record-breaking 40 trillion won share buyback fueled by soaring demand for its AI memory chips. This historic capital return creates a compelling investment theme centered on high-bandwidth memory producers and the specialized equipment manufacturers that enable their advanced production.
Home Depot's recent earnings beat highlights consistent consumer spending on smaller household repair and maintenance projects. This ongoing trend presents promising opportunities for various home improvement retailers and building material suppliers.
BHP Group recently posted a massive earnings beat driven by record copper profitability, allowing the miner to raise its dividend to a four-year high. This performance highlights a structural shift toward electrification metals, creating opportunities for industrial equipment suppliers and competing copper producers.
Here are a few of the assets in this group. Create an account to unlock the full list.
ISHARES INC MSCI TURKEY ETF USD DIS
TUR
Current Price
$40.69
Provides broad exposure to the Turkish economy, which is poised to benefit significantly from increased regional stability, trade, and its diplomatic ...
Provides broad exposure to the Turkish economy, which is poised to benefit significantly from increased regional stability, trade, and its diplomatic role in the peace process.
TURKCELL ILETISIM HIZMET ADS EACH REPR 2.5 TRADABLE SHS TRY1
TKC
Current Price
$5.45
As a major Turkish telecommunications company, Turkcell will benefit from the opening of new economic corridors and increased data traffic between Aze...
As a major Turkish telecommunications company, Turkcell will benefit from the opening of new economic corridors and increased data traffic between Azerbaijan, Armenia, and Turkey.
CONSTRUCTION PARTNERS INC
ROAD
Current Price
$115.43
Peace enables major infrastructure projects, and as a significant construction firm, ROAD is representative of the type of company that will be needed...
Peace enables major infrastructure projects, and as a significant construction firm, ROAD is representative of the type of company that will be needed to build and repair transportation networks.
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On average, analysts expect assets in this group to grow 10.04% over the next year.
12 of 13 assets in this group are rated Buy by professional analysts.
Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.
If you invested across these assets:
In 12 months it might be worth:
+10.04%
