Search
Galaxy Securities' analysis indicates that the likelihood of the Federal Reserve implementing rate cuts in the future is on the decline. Consequently, Hong Kong stocks are poised to encounter external liquidity pressures, all while endeavoring to achieve a balance bolstered by domestic policy measures. Regarding asset allocation, it is advisable to focus on the following areas: (1) The technology sector, which is anticipated to experience medium- to long-term growth, fueled by industrial chain price hikes, mergers and acquisitions, and the trend of localization substitution; (2) The consumer sector, which stands to gain from policy support and currently boasts relatively low valuations, thus presenting considerable upside potential over the medium to long term; (3) The non-ferrous metals sector, which is susceptible to shifts in international geopolitics.
-
C114 Communication Network -
Communication Home
