Space Economy: Long-Term Visionaries

Expected Outperformers: SpaceX (private), Rocket Lab, Maxar Technologies
Why: Satellite deployment and lunar exploration projects will attract investor focus.

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Wildcard: Astra
Why: Small satellite launch providers could yield high returns if operations stabilise despite volatility.

Lesser-Known Stocks with Potential

‎Shoals Technologies Group: Thriving on demand for solar energy systems.

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Luminar Technologies: Leading in autonomous vehicle sensor innovation.

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Tenaris: Gaining from increased global energy and steel infrastructure demand.

Risks and Key Trends

Risks to Watch:

U.S. and European Consumer Stocks: Rising interest rates and slowing demand.

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China-Exposed Companies: Political risks and slower-than-expected recovery.

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High-Growth SaaS Companies: Valuations may face pressure as profitability overshadows growth.

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Key Trends to Monitor:

AI’s integration across industries driving valuation uplifts.

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Geopolitical dynamics influencing global economic flows.

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The energy transition favouring green innovation leaders.

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By identifying these outperformers and risks, investors can better navigate 2025’s complexities and capitalise on emerging opportunities. Let me know if you’d like a deep dive into any specific company or sector!