ForInvest Market Close Survey Reveals 2024's Top and Bottom Performing Sectors

ForInvest’s latest survey delivers a crystal‑clear view of investor expectations for the Istanbul Stock Exchange’s closing performance.

Inside the Survey: Respondent Profile and Methodology

■1,237 active investors and institutions placed at least one trade on the BIST 100 in the past 30 days.

■Conducted online with a 78% response rate.

■62% of respondents are institutional portfolio managers, 38% are retail investors.

■Forecasts focus on an average 1.8% closing change with a 95% confidence interval.

Sectors on the Rise: Best‑Performing Picks

■Biotechnology: Expected 4.3% average closing increase.

■Clean Energy: Projected 3.9% rise, signaling momentum in renewable investments.

■FinTech: Anticipated 3.2% uplift, reflecting strong demand for digital banking and payments.

Heads‑Up: Sectors Facing Decline

■Oil & Gas: Forecast 2.1% closing decline, tied to global price volatility and local regulations.

■Automotive: Expected 1.8% drop, driven by supply‑chain constraints and the EV transition.

■Construction: Predicted 1.5% fall, linked to rising interest rates and slowing housing demand.

Tactical Moves: Investor Strategies

■Dividend Seekers are overweighting Biotech and FinTech stocks, targeting an average 6% dividend yield.

■Buyback‑Focused investors see an additional 2.5% upside in Clean Energy firms with active repurchase programs.

■Risk‑Averse participants set stop‑loss orders below 2% for Oil & Gas exposures.

Aylin Güneş – From a long‑term value perspective, the combination of high‑growth sectors like biotech and FinTech with strong dividend yields and active buyback programs is pivotal for portfolio diversification and risk balance. Conversely, the anticipated downturn in energy and automotive underscores the need for liquidity safeguards and stop‑loss mechanisms. Portfolio managers should prioritize companies delivering robust dividend yields and ongoing repurchase initiatives to sustain stable long‑term returns.