Value stocks are back. Goldman Sachs has 13 picks as ASX rally runs

Commodity stocks, particularly gold miners, have led value stocks out of the wilderness in the past six months. But Goldman Sachs thinks the rally can broaden.

Value stocks are having a moment. But this time, it’s a little bit different.

Goldman Sachs’ local equity strategist Matthew Ross says the bank’s basket of ASX-listed value stocks has jumped 49 per cent since July, with December quarter’s strong gains (21 per cent) continuing into the new year, with the value basket up 7 per cent already.

But this ain’t your typical value rally.

Source: https://www.afr.com/chanticleer/value-stocks-are-back-goldman-sachs-has-13-picks-as-asx-rally-runs-20260126-p5nx0o