CICC Strategy: How Has Historical Fed Policy Shift Impacted A-Share Style?
Historical data shows that after the US rate cut cycle begins, growth styles tend to outperform. With the start of rate cuts, there is a trend of switching from large-cap growth to small-cap growth.
Specifically, the TMT sector has a higher probability of achieving excess returns during the rate cut cycle.
Disclaimer: Community is offered by Moomoo Technologies Inc. and is for educational purposes only.
Read more
Comment
Sign in to post a comment