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.

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

【港A】最大化债力度!能否重振市场信心?
财政部部长蓝佛安在11月8日举行的十四届全国人大常委会第十二次会议新闻发布会上介绍,从2024年开始,我国将连续五年每年从新增地方政府专项债券中安排8000亿元,专门用于化债,累计可置换隐性债务4万亿元。再加上这次全国人大常委会批准的6万亿元债务限额,直接增加地方化债资源10万亿元。周五港A市场均冲高回落,重磅会议激励下,能否重振市场信心?下周市场是会回调or反弹?
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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