Founder Securities: Hong Kong Stock Market Set for Risk Appetite Recovery; Investors Advised to Watch for Catch-up Gains in High-Growth Emerging Industries
Founder Securities released a research report stating that as the year-end rally gradually unfolds, the market is expected to shift from a phase of “consolidation and accumulation” to a “spring rally.” High-quality A-share assets offer strong value for money on a global scale. The report recommends focusing on technology and growth stocks, cyclical sectors that demonstrate resilience amid supply-demand imbalances, and blue-chip assets favored by long-term institutional investors.In the Hong Kong stock market, southbound capital inflows continue to accelerate, providing solid financial support for the market. The Federal Reserve’s December rate cut and resumption of balance sheet expansion have led to global liquidity easing, and Hong Kong stocks are expected to benefit significantly from the return of foreign capital and the recovery of risk appetite. Investors are advised to focus on catch-up opportunities in high-growth emerging industries, as represented by the Hang Seng Tech Index.
Source:富途快讯 · Source Link
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