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Global equity outlook: Transformation of technology and energy with green technology.

Global equities have recently been influenced by various factors, including inflationary pressures, central bank interest rate policy adjustments, and geopolitical uncertainties. The USA market remains dominant, especially in the technology and AI-related sectors, showing strong performance. Market volatility has increased with rising interest rates. The European market faces concerns of economic growth slowdown, while the Chinese market has gradually slowed down due to recent policy adjustments and the impact of consumer recovery. In emerging markets, some areas benefit from the rise in commodity prices, but overall risks remain high. In addition to the technology and AI sectors, the market for energy transformation, green technology, and the recovery of emerging markets are also worth paying attention to.
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    Reassessing Chinese Assets
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