Manulife Investment: High uncertainty in the Asian stock market in 2025, optimistic about the memory and fixed income sectors

Manulife Investment Management released its 2025 market outlook, pointing out that the Asian stock market faces high uncertainty due to geopolitical risks, interest rate changes, and other factors. It is optimistic about the memory and fixed income sectors, believing that the market underestimates the demand for high bandwidth memory. In the mainland China market, attention can be paid to companies benefiting from government policies, while South Korea and Taiwan show investment value in technology and artificial intelligence. The global interest rate cut cycle brings new opportunities, and the Asian fixed income market will continue to demonstrate resilience