---
title: "Schroders has a positive outlook on the mainland and Hong Kong stock markets this year"
description: "Zhang Jingbao, the Director of Equity Investment for Asia at Schroders, holds a positive view on the stock markets in mainland China and Hong Kong this year, believing that the weakening of the US dol"
type: "news"
locale: "en"
url: "https://longbridge.com/en/news/277021193.md"
published_at: "2026-02-26T09:47:59.000Z"
---

# Schroders has a positive outlook on the mainland and Hong Kong stock markets this year

> Zhang Jingbao, the Director of Equity Investment for Asia at Schroders, holds a positive view on the stock markets in mainland China and Hong Kong this year, believing that the weakening of the US dollar, declining interest rates in mainland China, and reasonable valuations are supportive factors. She is optimistic about the healthcare and precious metals sectors, with a particular focus on companies with good earnings performance. Schroders has also restarted commercial real estate loans in Hong Kong, believing that the market is bottoming out, and future performance will depend on the overall economy

Zhang Jingbao, the Director of Equity Investments for Schroders in the Asia Pacific region (excluding Japan), stated that the outlook for the mainland and Hong Kong stock markets this year is positive. Supporting factors include the continued weakening of the US dollar, lower interest rates in the mainland, and reasonable valuation levels. Stock selection will focus on companies with strong earnings performance.

She pointed out that she is optimistic about the healthcare and precious metals sectors. Healthcare stocks can benefit from ample liquidity and government support for innovative drugs, with a preference for industry leaders and companies whose innovative drugs are already in the later stages of the pipeline.

Additionally, Schroders has been re-evaluating commercial property loans in Hong Kong since the end of last year. Yu Xueyu, the CEO of Schroders Investment in Hong Kong, believes that the Hong Kong commercial real estate market is in the process of bottoming out, depending on the overall performance of the Hong Kong economy

### Related Stocks

- [82824.HK - EFUND GOLD MI-R](https://longbridge.com/en/quote/82824.HK.md)
- [09824.HK - EFUND GOLD MI-U](https://longbridge.com/en/quote/09824.HK.md)
- [00HSI.HK - Hang Seng Index](https://longbridge.com/en/quote/00HSI.HK.md)
- [02824.HK - EFUND GOLD MI ETF](https://longbridge.com/en/quote/02824.HK.md)

## Related News & Research

| Title | Description | URL |
|-------|-------------|-----|
| 財政預算案 2026︱政府續發行可持續債券 金管局爭取年內制訂銀行綠色轉型規劃指引 | 財政司司長陳茂波在《財政預算案 2026》中宣佈，政府將繼續發行可持續債券，以鞏固香港國際綠色金融中心的地位。計劃包括構建有利的監管環境、加強跨界別合作及落實《香港可持續披露準則》。金管局將完善可持續金融分類目錄，並爭取年內製定銀行綠色轉型 | [Link](https://longbridge.com/en/news/276833757.md) |
| 財政預算案 2026︱陳茂波：住宅成交量去年上升至約 6.3 萬宗 創 4 年新高 | 財政司司長陳茂波宣讀《財政預算案 2026》，他回顧去年住宅物業價量齊升，交投自去年 3 月起持續活躍，全年成交量上升至近 6.3 萬宗，為 4 年新高。樓價全年上升 3.3%，結束前 3 年跌勢；租金亦上升 4.3%。非住宅物業成交量反彈 | [Link](https://longbridge.com/en/news/276825556.md) |
| 香港商界會計師協會支持新一年度財政預算案 支持審慎前瞻策略   推動穩健理財與經濟轉型 | 香港商界會計師協會支持財政司司長今日發表的《2026–27 年度財政預算案》，認為該預算案在不確定的外部環境下採取審慎前瞻的財政策略，既支持民生與經濟，又關注公共財政的可持續性。協會指出，預算案與其早前建議高度契合，強調穩健理財、透明度、維 | [Link](https://longbridge.com/en/news/276993931.md) |
| 川普宣佈派醫療船赴格陵蘭 | 美國總統川普宣佈派遣一艘醫療船前往格陵蘭，稱該地對美國及北約在應對俄羅斯與中國方面的安全至關重要。川普表示這艘船將幫助格陵蘭的「生病的人」，但未透露具體情況。此舉加劇了美國與丹麥的緊張關係，並引發全球對北極地區的關注。川普在社交媒體上發布了 | [Link](https://longbridge.com/en/news/276537732.md) |
| 財政預算案 2026︱時隔 42 年動用外匯儲備 轉撥 1500 億支持北都 金管局：有力維持金融體系穩定 | 財政司司長陳茂波在《財政預算案 2026》中宣佈，將動用外匯儲備 1500 億元支持北都及其他基建項目。這是 42 年來首次動用外匯基金，預計每年轉撥 750 億元。外匯基金總資產超過 4.1 萬億元，盈餘仍有 7800 億元，金管局表示有 | [Link](https://longbridge.com/en/news/276876863.md) |

---

> **Disclaimer**: This article is for reference only and does not constitute any investment advice.