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Jing Shun: The global economy will accelerate again in 2025, and cutting interest rates will benefit risky assets.
Kristina Hooper, Chief Global Market Strategist at Invesco, points out that many central banks around the world have been successful in controlling inflation and have adopted loose monetary policies to stimulate growth.
Kristina Hooper, Chief Global Market Strategist at Invesco, stated that many central banks around the world have been successful in controlling inflation and have adopted loose monetary policies to stimulate growth. She believes that economic growth will accelerate again by 2025. Emerging economies will benefit from the rate-cutting cycles in developed economies, and rate cuts will also be favorable for risk assets. She anticipates that risk assets may perform well next year under a soft landing scenario. The relationship between the US dollar and other currencies has become more imbalanced. Technology stocks in the US are performing well, and it is hoped that exposure to mid-cap and small-cap stocks can be increased. The US tariff policies are targeting countries around the world, but there may also be some benefits amidst the tariff chaos. Therefore, it is difficult to determine the outcome in the midst of geopolitical uncertainty. Additionally, she believes that oil prices remain at low levels based on fundamental assumptions.
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Daofu Global predicts that the U.S. economy will achieve a "soft landing" by 2025. It is recommended to consider increasing holdings of stocks and fixed income assets.