Global Xpress|How Domestic Policy Stimulus and US Election Could Shape China’s Economic Outlook

Global X ETFs
10-30

[For Hong Kong Investors Only] Driven by supportive policies, China market experienced a robust rebound at the end of September, with H-share tech stocks and A-share technology stocks outperforming alongside healthy sector rotation. In October, Chinese government unveiled a series of policies targeting key areas such as property stabilization, local government debt, and fiscal issues, which enhanced market confidence. How will the upcoming National People's Congress and the US election affect the shaping of China’s economic outlook?

Join Mr. Zhou Yuan (Daniel), Portfolio Manager and Senior Investment Analyst at Mirae Asset, along with Ms. Liu Zijun (Lizzy), Global X ETFs Hong Kong’s ETF Research Analyst as they analyse mainland China’s economic outlook.

00:23 - Which sectors stand to benefit from the series of stimulus policies? How should we interpret the recent market pullback?

01:24 - Review of key policies proposed in various policy meetings

02:53 - The impact of the National People's Congress and the US election

 

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This material is intended for Hong Kong investors only. It is not a solicitation, offer, or recommendation to buy or sell any security or other financial instrument. Investment involves risks. Past performance information presented is not indicative of future performance. Investing in the funds may expose to risks (if applicable) including active investment management risk, futures contracts risk, margin requirement risk, failure of clearing house risk, concentration risk, securities lending transaction risks, currency risk, distributions paid out of capital or effectively out of capital risk, and trading risks. Investors should refer to the Fund's prospectus for details, including the risk factors. Statements concerning financial market trends or portfolio strategies are based on current market conditions, which will fluctuate. There is no guarantee that these opinions are suitable for all investors and each investor should evaluate their ability to invest for the long term, especially during periods of downturn in the market. Outlook and strategies are subject to change without notice. Issuer: Mirae Asset Global Investments (Hong Kong) Limited. This material has not been reviewed by the Securities and Futures Commission. Copyright © 2024 Mirae Asset Global Investments. All rights reserved.

$恒生指数(HSI)$ $恒生科技指数(HSTECH)$ $国企指数(HSCEI)$ $沪深300(000300.SH)$

再提货币“适度宽松”!A股会如何解读?
上周A股沪指上周重新站上3400点,本周一盘后重磅利好,货币立场由稳健转变为适度宽松,上次适度宽松发生在2008年11月,持续两年时间,第一年沪深300涨127%,第二年盘整消化下跌。【重磅利好下,A股会如何解读?这波政策蕴含哪些投资机会?】
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。

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