Hanya Investment: Increasingly cautious about US stocks, Europe and emerging markets may continue to outperform the US
I'm PortAI, I can summarize articles.
Hanya Investment holds a cautious attitude towards the US stock market, believing that short-term risks are rising and expecting US economic growth to fall below 1%. Due to economic data exceeding expectations, Europe and emerging markets may continue to outperform the US. It is expected that US inflation will rise significantly, while Asian economic growth will be hindered, alleviating inflationary pressures. Hanya Investment is optimistic about government bonds and cash as hedging tools, with a short-term preference for emerging market dollar bonds. Overall, it maintains a defensive stance, focusing on the risk of economic recession
Log in to access the full 0 words article for free
Due to copyright restrictions, please log in to view.
Thank you for supporting legitimate content.
Source: Zhitong The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
Post your comment
No Comments