Reported 12 months ago
Nikko Asset Management emphasizes the strong performance of Taiwan stocks, with AI demand outperforming other tech industries and electronics sector continuing to lead in growth; the industrial sector is optimistic about heavy electronics and green energy among others. Expectations for a step-by-step decrease in future inflation and possible rate cuts by the Federal Reserve in September and December lead institutional investors to recommend a balanced allocation of stocks and bonds in the third quarter, with emphasis on bond investment-grade securities, emerging market bonds, and high yield bonds.
Source: YAHOO