US presidential election is just a month away and uncertainty is keeping investors on the side lines
Short term consolidation to continue, stick with domestic recovery, secular growth and A-share related sectors
In long run, our view of a decoupling between the US and China economies is sustained
Strategist view of different sectors
From a financial markets’ perspective, we believe that the November elections is largely neutral for risk assets. We maintain our conviction view on US equities given
Speakers:
Mr. Wilson Tang
Treasures Private Client Investment Counselling & Equities Specialist Head,
Investment Advisory, Wealth Management,
DBS Bank (Hong Kong) Limited
Mr. Dennis Lam
Hong Kong & China Equities Strategist
DBS Bank (Hong Kong) Limited
