Reported about 1 year ago
China Trust Securities Investment Manager Chen Bozhou provided a global economic observation on July 7, 2024, noting the strong performance of major stock markets in the first half of the year. The article discusses the impact of factors like extreme climate conditions and uneven fund distributions, highlighting the preference for tech and semiconductor industries in the stock market. Mentioning the potential for a new wave of capital influx later in the year due to changing market expectations and geopolitical risks being tempered, the article also touches upon US economic data, stable inflation, Biden's debate performance, and the implications of a potential second Trump presidency on global economic stability. It analyzes the stock market trend following TSMC's milestone and provides investment strategies for the current market environment.
Source: YAHOO