Invesco: Tariff policy easing, optimistic about US stocks, especially small and mid-cap stocks
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Invesco Asia-Pacific Global Market Strategist Zhao Yaoting stated that the recent easing of tariff policies and normalization of trade policies may drive the market back to its state before 2025. He is optimistic about the U.S. stock market, particularly small and mid-cap stocks, as well as investment-grade bonds in Europe and the U.S. The Chinese market is also recovering, with certain industries such as electric vehicle batteries and home appliances potentially benefiting. Although tariff uncertainties remain, the overall likelihood of an economic recession has decreased, and investors are optimistic about the recovery of the U.S. economy
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