Goldman Sachs' five macro scenario simulations: Is the current situation most favorable for Chinese Stocks?
Top trader Lindsay Matcham at Goldman Sachs believes that three factors should be considered when deciding on stock themes: 1. Will economic growth slow down or accelerate? 2. Will inflation data rise or fall? 3. Will global central banks ease or tighten?
Hong Kong stock morning report | The USA fires the first shot in a comprehensive trade war, the three major US stock indices fall while Chinese concept stocks rise against the trend.
① The USA's tariff measures against Mexico and Canada officially took effect on Tuesday, after which both Canada and Mexico launched a comprehensive counterattack. The US Secretary of Commerce stated that Trump is considering reducing some tariffs on Mexico and Canada. ② China has continuously introduced countermeasures against the USA. ③ Zelensky stated he is ready to sign agreements with the USA regarding minerals and security at any time. ④ The three major US stock indexes fell on Tuesday, while most China Concept Stocks rose against the trend.
Hong Kong stock morning report ｜ Trump's tariffs hard hit the US stock market, Shenzhen supports AI development.
① Trump announced that tariffs of 25% will be imposed on Canada and Mexico. ② The three major U.S. stock indexes fell sharply, and most China Concept Stocks declined. ③ OPEC+ will continue to advance the oil production increase plan set for April, and international Crude Oil Product futures prices dropped by over 1%. ④ The PMI for U.S. manufacturing declined to 50.3. ⑤ Shenzhen plans to build several 10E-level Asia Vets computing clusters.
Global funds are focused on China and the United States! With the national two sessions, Trump's speech, and the non-farm payroll attracting everyone's attention, how will the global stock markets play out?
In the first trading week of March, a series of significant events and important economic data emerged, drawing the attention of global investors to China and the USA, the two superpowers.
Hong Kong Stock Market Morning Report | Political Bureau meeting mentioned real estate and stock market, the US-Ukraine mineral agreement was not signed.
① The Politburo of the Central Committee emphasized stabilizing the real estate and stock markets. ② The USA and Ukraine mineral agreement failed to be signed. ③ The core PCE price index in the USA increased by 2.6% year-on-year in January, meeting expectations. ④ According to the National Statistics Bureau, the manufacturing purchasing managers' index (PMI) in February was 50.2%, an increase of 1.1 percentage points from the previous month. ⑤ Peking: Striving to promote the deployment of 10,000 humanoid Siasun Robot&Automation by 2027.
GF SEC: The Hong Kong stock market is still in the second phase of a bull market. Pay attention to these directions.
Since mid-January, Hong Kong stocks have been on a near seven-day winning streak triggered by DeepSeek's narrative of U.S.-China Technology interplaying, compounded by the easing of the Global geopolitical environment.
Daring Lu : China is the next Super power.