Investment Highlight(Chinese only)

 2024-04-05    2024年第二季投資分析

 投資分析焦點:

      把握減息周期

  • 市場對減息預期分歧,通脹數據扭曲導致債息重上吸引水平
  • 投資者現時可考慮把握於投資組合超配價值吸引的債券
  •   亞洲增長韌性

  • 亞洲經濟周期由出口帶動,電子周期受惠於人工智能對晶片需求擴張
  •   留意投資主題「FRESH」

  • Fixed Income 債券配置;Rebalancing 投資組合再平衡;
  • Emerging Markets增長潛力強的新興市場 ; Stability 追求穩定;
  • Healthcare 醫療護理;
MORE

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