Investors Bet Canadian Stocks Have Room to Rally on Value Play

  • Financials, energy companies comprise half of benchmark index
  • S&P TSX index trading near the lowest level ever to S&P 500

Canadian stocks are below their five-year average valuation.

Photographer: Cole Burston/Bloomberg
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Canada’s stock market rallied 22% in 2021, but investors are betting on more gains as they shift from volatile growth stocks.

The S&P/TSX Composite Index is trading near its cheapest level on record relative to the S&P 500 Index after getting caught up in the global stock rout. That’s emerging as a catalyst for gains, especially since looming interest-rate hikes and surging commodity prices benefit the value-heavy national equity benchmark.