Casablanca Stock Exchange: A recovery driven by real estate, banking, and healthcare

As investors scrutinise the first signs of monetary easing, BMCE Capital Global Research publishes its stock market mapping for May 2025. The sectoral analysis highlights strong positions in real estate, healthcare, banking, and certain industrial stocks. This provides guidance for rebalancing in a changing market.
In its latest strategic note for May 2025, BMCE Capital Global Research (BKGR) provides an updated mapping of recommendations for the main stocks listed on the Casablanca Stock Exchange. At a time when markets are anticipating a monetary shift, the sectoral analysis reveals strong positions in real estate, healthcare services, banking, and industry, with growth prospects deemed robust for several stocks.
Real Estate: Renewed interest against a backdrop of targeted stimulus. The real estate sector, long perceived as being in structural decline, is benefiting from renewed atten…