2023年对中国市场和A股的分析展望
【活动亮点】: 1、2022是经历了前所未有变化的一年,市场环境受到多重因素冲击,也经历了剧烈的跌宕起伏。在全球衰退,中国复苏的背景下,2023年宏观经济如何变化,会如何影响市场? 2、从行业选择上,2023年是承前启后的一年。地产、消费的复苏伴随着经济的企稳。但同时市场大跌之后成长的线索依然并不清晰。从宏观、产业线索如何判断行业的配置方向? 3、从中长期来看,中国经济面临着巨大的挑战和机会。2023年同样是诸多经济结构,产业周期转变的拐点。长期中国投资的巨大潜力来自什么方向? 【讲师个人介绍】 马冬凡,Horizon insights创始人/策略负责人/权益研究团队负责人,特许金融分析师。在权益研究行业有十余年的研究经验。清华大学工学硕士,波士顿大学经济学硕士。
Big Tech Stocks: Expect A Comeback in 2023?
2022 has been a painful one for stock investors, particularly for those holding big technology stocks. For example, Tesla (TSLA) and Amazon.com (AMZN) have slumped to the lowest levels in over two years, and Apple (AAPL) fails to post any meaningful rebound. Why are these big tech stocks so hard hit? Are there any changes […]
2023 Market Trends, Opportunities & Outlook
With 2022 drawing to a close, it is time for investors to review the markets as a whole (stocks, forex, commodities) so that we can be ready for the opportunities in 2023. Will stocks continue to rally? Which stock sectors will be market leaders? Has the U.S. dollar uptrend ended? Can gold gain further strength? […]
Step Into the Future of China
The second largest economy in the world is transitioning from a high-speed economy to one of high-quality growth. This transition has transformed China, leading it to begin a new age as a leader in innovation with a society that has prospered at an unparalleled pace in its high-speed rise. Join us in this event as […]
Navigating Inflation and Volatility with Income
2022 started with global markets turning volatile in the first quarter due to risks over inflation, rising rates and geopolitical risks. Uncertainty remains at elevated levels and steering through this perilous market seems unnerving. With this backdrop, investors are seeking for asset classes that provide both resiliency and income. One particular asset class that fits […]
Strategies to Combat the Rising Inflation
In Singapore, core inflation rose to 3.3% in April, a 0.4% increase from the 2.9% in March, which is the highest since March 2012. It could rise even further as commodity prices increased due to the Ukraine-Russia war. The MAS took the step of tightening monetary policy by strengthening the Singapore dollar to combat inflation. […]