The Hong Kong-based family office anticipates the delta to turn positive for Chinese assets, and the market is primed for a rebound once economic stimulus kicks in.
Tag : economic recovery
Investors are feeling confident in their strategies to counter potential rising inflation, interest rate hikes and higher stock, bond and currency volatility, according to a new survey by Natixis Investment Managers.
Some analysts remain bearish on gold, believing that energy, industrial metals or real estate would be a better hedge, while others think the metal is now trading at an attractive rate.
The valuation gap and earnings growth potential pose opportunities in European equities, particularly in cyclical industrials and ESG themes.