Goldman Sachs A-shares 2025 Heavyweight Strategy Outlook: Domestic funds will grasp pricing power! Overweight A-shares before H, industry focus on consumer stocks!
Goldman Sachs believes that compared to Hong Kong stocks, A-shares are more sensitive to policy easing and personal investment capital flows. The first quarter of next year will be a better time to allocate to Hong Kong stocks. In terms of sectors, analysts recommend that investors pay attention to themes such as consumer, emerging markets exporters, specific new technologies, and shareholder return strategies.
Goldman Sachs, the "bull market leader", outlook for 2025: Next year, the USA will be a year of simultaneous rise in stocks and bonds.
Goldman Sachs is bullish on the USA stock market and bonds market in 2025.
Continue playing music and dancing! Morgan Stanley CEO: US stocks will continue to rise next year, tariffs are not to be feared.
①Morgan Stanley CEO Ted Pick expects the USA economy to continue to perform strongly in 2025, feels optimistic about the prospects of the US stock market, and believes the s&p 500 index will continue to rise; ③ Despite factors such as policy uncertainty, Pick believes that both the USA and China have a common motivation to seek solutions that promote economic development, therefore not worried about the threat of trade tariffs.
6500 points! Wall Street's 'former big short' firmly calls the US stock market, and provides these investment recommendations.
Morgan Stanley's Chief Investment Officer Michael Wilson has set a target price of 6,500 points for the S&P 500 index by the end of 2025, a 10.3% increase from the current level. Wilson believes that the Fed rate cuts, improving economic growth, and potential deregulation by the Trump administration should make investors bullish on the stock market.
As US bond yields soar, how much longer can the US stock market party last?
Currently, there are no signs of a bear market in the US stock market, but the surging yields on US Treasury bonds may become a turning point for the situation. Bank of America Merrill Lynch states that when the 10-year US Treasury yield exceeds 5%, investors tend to shift from the stock market to the bond market, limiting the rise of US stocks. This yield has climbed by 80 basis points since mid-September, although the bank indicates that the current interest rate risk is manageable.
gtja: How will the Hong Kong stock market perform after the usa election?
After Trump takes office as president of the usa in 2025, China-US trade may continue to negotiate. Unlike 2018, the Hong Kong stock market has currently priced in, and compared horizontally, the valuation level of the Hong Kong stock is at a low point.
