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2024年3月21日 · Thus, I believe all the elements are in the making for a “most-reluctant rally” in Chinese equities, partly due to increasing uncertainties in other regions. Investors should consider having some exposure to Chinese equities. We have been highlighting China’s state-owned enterprises (SOEs) as potential outperformers.
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2024年1月22日 · High quality investment grade government and corporate bonds do still offer a slightly lower yield than cash. However, falling bond yields means higher bond prices. We expect bond yields to continue trending lower as the Fed gets ready to cut rates later in 2024. It would take a relatively small fall in bond yields for total returns to beat cash.
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