Zhao Yi stated in the quarterly report that when high-quality companies undergo rapid adjustments and enter a cost-effective stage, it is an opportunity for gradually increasing portfolio concentration and aggressiveness.

Liu Yanchun pointed out in the quarterly report for 2024 that the time and magnitude of this round of economic adjustments have exceeded expectations.

Behind the frenzy of the new product being snapped up, there are also investors questioning whether the performance of Honghu Private Equity can be sustained.

Morgan Stanley Fund predicts that the market liquidity will also be relatively friendly to the technology sector by 2025. It is optimistic about industries such as artificial intelligence, defense military industry, wind power, and consumer electronics.

On January 21st, Feng Mingyuan, manager of Xinda Australia Fund, released the fourth quarter report of the Xinda New Energy Industry Stock Fund, Xinda Research Preferred Fund, Xinda Leading Smart Selection Fund, and Xinda Smart Long-term Fund held for three years.

In 2024, the public offering "Champion Base" disclosed its quarterly report.

Recently, Switzerland's Yingfeng International released the market outlook for the first quarter of 2025.

Overseas Chinese Bank publishes economic outlook for 2025.

The number of IPOs in the Hong Kong stock market remained flat last year, but the market showed positive signals. The amount of frozen funds and oversubscription multiples reached record highs, and high multiple callback projects performed well on the first day. Retail investors are becoming more rational, and these factors will inject confidence into the Hong Kong stock market this year.

Recently, the fund managed by Li Xiaoxing disclosed its quarterly report.

Looking back at 2024, global stock markets continued to achieve steady returns, with the MSCI World Index rising by 19.1% in US dollars during the year.

Wisdom Financial app learned that recently, the quarterly report of the Easy Fund Consumer Industry managed by Xiao Nan and Wang Yuanchun was disclosed.

On January 21st, Zhongtai Asset Management disclosed the fourth quarter report of the fund managed by its renowned fund manager Jiang Cheng in 2024.

Schroder Investment published an article stating that with Trump's reelection, the direction of the US economy and policies has once again become the focus.

Chong Xiaoyang, co-manager of the Puli Multi-Income Bond Strategy Fund, said that if there is no major negative news related to tariffs, the Bank of Japan will raise interest rates at this week's meeting. Given that wage inflation remains high and domestic demand prospects are becoming more positive for 2025, the Bank of Japan is likely to increase interest rates.

German asset management company DWS releases market outlook for January 2025.

In the quarterly report, Zhang Kun stated "we can find more and more assets that satisfy both high quality and high dividend yield."

In his latest quarterly report, Liu Gesong emphasized that in the future, he will continue to focus on globally competitive industries such as photovoltaics and industrial chains, lithium batteries, new energy vehicles, and electronics. The fundamentals of the heavily invested industries also showed varying degrees of reversal and upward trends in the fourth quarter.

On January 17th, at the annual strategy meeting of Morgan Stanley Fund, the 2024 public offering champion Lei Zhiyong shared his views on 2025 technology, especially artificial intelligence.

DBS Bank's China Stock Strategist Huo Huimin predicts that the Hang Seng Index's target for the whole year is 23,000 points, with a conservative target of 18,500 points. She believes that the conservative target can be achieved in the first quarter.