Reported about 1 year ago
On June 15, 2024, fund managers of Yuanta China New Opportunities Fund and Yuanta Greater China Dual Forces Fund, Xie Tianling, observed a market adjustment following a surge and subsequent drop in the Chinese A-share market in May, with a return to dividend style dominating. The US reported job growth exceeding expectations in May, but an increase in unemployment rate as well, raising concerns about inflation control difficulties. The Federal Reserve may not reduce interest rates at the June 13 meeting, focusing on adjusting market expectations. In China, discrepancies were noted in May manufacturing PMI reports, indicating underlying economic challenges. Emphasizing high-dividend and high-ROE assets in sectors like energy, home appliances, banking, and shipping is advised due to the low inflation environment and its impact on investment strategies.
Source: YAHOO