Ashley Lester, Chief Research Officer of MSCI, mentioned that technology-driven growth, especially in the development of artificial intelligence, will continue to impact market trends.

Thomas Poullaouec, the Head of Multi-Asset Solutions for Prudential Asia Pacific, and his team have released a new report, outlining their global asset allocation views and investment environment outlook.

In terms of asset categories, Asian stocks can provide stable dividend income, while fixed income can offer attractive yields. Stocks can also provide capital growth, and ideally, investment should be made within a flexible and diversified asset portfolio.

The Sino-Canadian Fund stated in a report that last week, the trading sentiment in the A-share market remained in an upward range.

Considering that in the second half of February, with the support of foreign capital and expectations of the two sessions, the stock market is likely to remain hot and the pressure on the bond market may not have completely dissipated.

AI is just one of the factors contributing to the increasing global demand for electricity. Other factors driving this demand include global income growth, the return of industrial chains, industrial expansion, and building cooling.

In a recent research report, Liu Jingjin, Chief China Stock Strategy Analyst at Goldman Sachs Research Department, pointed out that investors' optimism about the growth and benefits of the AI economy has helped the Hang Seng Tech Index and MSCI China Index surge by 27% and 19% respectively in the past month.

As of the end of January 2025, there were 20,025 existing private fund managers, managing a total of 144,071 funds with a total fund size of 19.92 trillion yuan.

Recently, there have been market rumors that the management scale of Algorithmic Quantitative has shrunk dramatically to just over 10 billion yuan. However, a staff member of Algorithmic Quantitative's market department responded by saying that the current scale is over 20 billion yuan.

Andy An, Deputy General Manager of Schroder Fund Management (China), expects that 2025 is likely to be the tail end of the US Federal Reserve's rate cut cycle and that 2026 may enter into a rate hike cycle.

The application of DeepSeek will further drive the development of e-commerce, cloud services, artificial intelligence smartphones, artificial intelligence laptops, consumer electronics, semiconductors, and automotive industries.

From the perspective of specific types, bond-oriented hybrid FOFs and stock-oriented hybrid FOFs have performed prominently, with average returns of 6.3% and 4.4% respectively. Flexible allocation FOF products have slightly inferior performance, with an average yield of 3.4%.

Recently, Zhang Yixian, the fund manager of Ping An Advanced Manufacturing, shared his views on humanoid robots during a roadshow.

According to a monthly survey by Bank of America Securities, global funds' confidence in the Hong Kong stock market has significantly increased and reached the same level as the Nasdaq.

Allianz Investment stated that it is optimistic about some assets in the current environment, such as US small-cap stocks, because they are attractively valued and benefit from fiscal policy support.

Citi's Asia-Pacific (excluding Japan) global market strategist, Zhao Yaoting, expressed his views on the Indian stock market.

Baird Asia released the 2025 outlook for the Asian stock market.

Energy transition provides fundamentally different risk exposures and risk premiums in investment portfolios.

Fidelity International fund manager Bai Fangping said that in 2025, it is expected that the Taiwan stock market will maintain a volatile bullish trend. With the launch of new products and applications, demand for AI is expected to become the main driving force supporting the performance of the Taiwan stock market. It is recommended that investors seize the investment opportunity of "snake-like pattern rising", and continue to look for upward momentum in the volatility.

Yongming still holds a neutral preference for the medium to long-term outlook on the Hong Kong A-share market.