Quarterly Investment Market Outlook (2020 Q4)

  • ·Macro Economic:

    Ebb and Flow of the Economy against the Outbreak; A more promising U.S. political situation; Focuses of China’s 14th FYP: Domestic Demand, Science and Technology, and Environmental Protection


    Note: Please refer to corresponding Risk Disclosure statements.

  • ·Asset Allocation:

    Resuming a stable political environment and new investment opportunities may be favourable for risk assets.

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Wealth Insights (2020 Issue No.12)

  • · Investment focus:

    Investment focus: Vaccine optimism boosts global stock markets; a slew of SOE defaults yet no sign of systematic risk; HSI climbs more than 2,200 points with best November in three years


    Note: Please refer to corresponding Risk Disclosure statements.

  • · FX market:

    Euro to rally as uncertainties subside; little rate cut room to support NZD; RMB positive should Biden lessen China-US tension

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