Goldman Sachs carefully selected 11 recommended stocks to buy. Benefits for global companies

In the past 14 months, the market-leading stocks have shifted from "domestic-oriented companies" whose sales are based in the United States to "globally-oriented companies" that are actively expanding overseas. , once returned to a domestic-oriented company. But Goldman Sachs says the baton will soon be handed back to global-minded companies.

In the immediate aftermath of the 2020 corona shock, the market viewed global-oriented stocks as dominant. But since February 2021, the view has reversed. This is because the resilience of the US economy and the rapid spread of vaccines have become a strong boost for domestic-oriented stocks, and the trading on the theme of reopening the economy has become active.

But Goldman Sachs chief U.S. equity strategist David Kostin says that hope is already priced into the stock.

With these predictions, Kostin is bullish on companies with high international sales. Goldman Sachs' U.S. equities team, led by Kostin, has handpicked companies with high foreign sales that could benefit from this trend.

The average overseas sales ratio of the S&P500 stocks is about 25% of total sales, but the overseas sales ratio of the stocks selected by Kostin and others is actually over 50%. As such, these stocks are expected to benefit most from the trends Kostin predicts.

Then, let's introduce the 11 selected brands in ranking format, from low to high overseas sales ratio.