2024 Q4 Market Outlook As global growth flattens and political uncertainty rises, we are approaching the market with caution. The #US shows resilient economic momentum despite a slight labour market slowdown. In #Asia, attractive valuations and China’s aggressive economic stimulus measures present potential opportunities. To gain a quick update on market outlook, please check out the video below. #BEAUnionInvestment #MarketInsight #GlobalEconomy #2024MarketOutlook #USoutlook #Japanyen #Chinameasure Investment involves risks. The content above is available for information purposes only and it is not intended as promotional material in any respect. It does not constitute an offer, recommendation or solicitation to buy or sell any securities or general advertising of interests in any fund or investment vehicle. BEA Union Investment Management Limited makes no representations or warranties, express or implied, as to the accuracy or completeness of the content. The video is only available in Chinese (with English Subtitles).
BEA Union Investment 東亞聯豐’s Post
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🔵 NEW REPORT 🔵 The Asian Development Outlook September 2024 is out. Strong economic fundamentals will continue to underpin expansion this year and next in developing Asia and the Pacific. Financial conditions are expected to improve as inflation moderates further and the U.S. eases its monetary policy, and this will support the positive outlook for the region. READ ⬇️ https://lnkd.in/gQV6RnH4 #ADO2024
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[ Weekly Investment Insights ] Welcome back to "Weekly Investment Insights.” Let's take a look at the key economic and consumer trends shaping global markets: 📈US job growth rose more than expected in December 🇨🇳 China kicks off the new year with more stimulus 📊Eurozone inflation rose to 2.4% in December 🔍 For a deeper dive, read our full newsletter here: https://lnkd.in/e94uU43R #Investment #BILInvestmentInsights #MarketTrends #GlobalEconomy #FinancialMarkets
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Master of Science in Business and Economics, dipl. Finanz- und Anlageexperte, CIWM, CESGA
June Chua, Faye Gao, and Ashley Chung share their insights on why investing in Asia ex Japan equities should include China but with caution. Discover their preferred sectors and the key policy measures for driving growth. Read more: https://okt.to/urxYoG #asiaequities #china #emergingmarkets
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With a new era of US leadership on the horizon, the economic landscape is poised for change. China's innovative $1.4 trillion debt-swap programme and a 2.4% increase in energy prices in October are just a few factors driving growth and transformation in the global economy. Explore the key highlights, risks, and trends shaping global markets in our latest report. Link: https://lnkd.in/dNCRZcH6 #Global #Research #Risk #China #US #Trends
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Slow global economy growth or even a downturn is causing Asian investors’ behaviors to change. Read our latest APAC report to find out what steps they are taking: https://fh.pr/DFN2o #AssetManagement #Investments #economicdownturn
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Amid global market volatility, characterized by concerns over a potential recession, China’s economic slowdown, and ongoing trade tensions between the East and the West, ASEAN has emerged as a beacon of stability. Click the link to read the article to learn more. https://lnkd.in/gSm444YY #PhillipCapital #PhillipCapitalMalaysia #YourPartnerInFinance #MarketInsights #Investment #strategy #Financial #worldnews #globalnews #Malaysianews #financialstrategy #malaysia
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"The Chinese equity market now has many attractively valued industry sectors. The Energy, Financial, Industrial and Real Estate sectors all trade on single-digit P/E multiples, with Real Estate and Financials showing dividend yields in the range of 7% – 8%." (source: Bloomberg, Redwheel) In their latest blog, the Redwheel Emerging and Frontier Markets team, explore the reasons behind China's market slump since 2021 and address why now could be a potential turning point for Chinese equities. Read the full insight from John M. Malloy Jr., Colin Liang, Nicholas Smithie, ACA, CFA International and Michael Sefton: https://lnkd.in/gZMaynTr For professional investors. No investment strategy or risk management technique can guarantee returns or eliminate risks in any market environment. #China #investing #emergingmarkets
Prospects for an Economic Recovery and Transformation in China | Institutional | Redwheel
redwheel.com
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When one of the largest nations announced their plans to boost the economy, the market reacted bullish. The market reacted negatively when the same nation didn't announce enough details and clarity. Why is this happening?! Do check out the video 😉 Very grateful to share this with Erina Yee Lin and the GoodWhale - Life Investing community during last Tuesday's Wealth Pulse sharing! Do check out the blog post for the written format: https://lnkd.in/gvW94Ma9
Is China’s market really losing steam despite recent stimulus announcements? In our latest Wealth Pulse session, Jia Xuan Chua and Erina Yee Lin discussed into the current state of China’s economy, analysed the National Development and Reform Commission’s (NDRC) latest stimulus plans, and discuss what this means for investors like you. Do comment your thoughts about the Chinese Market!
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Perception: China's economy is in shambles, plagued by geopolitical tensions, and has overbearing regulatory crackdowns. Reality: Chinese stocks are outperforming most major markets since January. In our latest research insight, RBA's Senior Research Analyst, Matt Poterba, CFA, explains the numerous positive developments that help explain China's strong year-to-date outperformance. https://lnkd.in/efb6kUay #china #marketoutlook #investing #financialadvisors
China's stealth rally
rbadvisors.com
