DBS Bank: Expects the Fed to not cut interest rates in the first half of the year, optimistic about Hong Kong stocks in the semiconductor supply chain and artificial intelligence sectors.
DBS Bank's Chief Investment Officer Hou Weifu expects that amidst the Middle East conflict driving up international oil prices and exacerbating inflation, the United States is unlikely to cut interest rates in the first half of this year.
03-13
Dah Sing Bank: U.S. technology and industrial stocks may be under pressure, and the view on energy stocks has been upgraded to neutral.
Da Xin Bank's Economic Research and Investment Strategy Department released the March 2026 US stock strategy today.
03-13
GUM: Hong Kong Mandatory Provident Fund Composite Index fell by 4% in the first nine days of March, with an average loss of HK$13,610 per person in early March.
Hong Kong Mandatory Provident Fund (MPF) consultant company GUM stated that due to the escalation of conflict between the United States and Iran and the blockade of the Strait of Hormuz, the global financial markets experienced significant volatility in early March, leading to notable adjustments in the MPF.
03-13
Another hundred billion fund manager resigns, where is the way out for active equity management after "de-starization"?
Another billionaire fund manager has resigned.
03-12
Another 10 billion fund manager resigns, where is the way out for active equity after "de-starization"?
Another billionaire fund manager has resigned.
03-12
Korean investors are buying up Chinese ETFs.
With the increasing international attractiveness of China's ETF, more and more overseas investors are using ETFs to easily allocate high-quality A-share assets.
03-12
Middle East conflict situation is uncertain. Besides oil, what else can be invested in? Let's see how top mutual fund companies are positioning themselves.
Industry insiders pointed out that if the Middle East conflict persists for a long time, external market disturbances will further increase, and the volatility of growth sectors may also continue for a long time. More conservative funds may shift their focus to value sectors.
03-10
Hong Kong Monetary Authority: Actively-managed ETFs may be included in the MPF fund's permitted investment categories but not exceed 10% of the fund's net asset value.
On March 10, the Hong Kong Mandatory Provident Fund Schemes Authority updated the "Guidelines on Stock and Other Securities Investments," including actively managed ETFs as a permitted investment category for Mandatory Provident Fund schemes. However, investments in such assets cannot exceed 10% of the fund's net asset value. The related actively managed ETFs must also be approved by the Securities and Futures Commission of Hong Kong and listed on the Hong Kong Stock Exchange, while also meeting the relevant requirements for the permitted asset categories of the Mandatory Provident Fund.
03-10
Allianz Investment: We should not only focus on the risks of the Middle East situation, but also take advantage of market oversold opportunities.
The current investment market confirms the logic of "risk" and "opportunity" coexisting.
03-10
Barclays: It is expected that there is a 10% chance that Brent crude oil will reach $150 before the end of the month.
Barclays believes that if the conflict in the Middle East continues for several more weeks, the price of Brent crude oil could test the $120 per barrel mark; extreme scenario predictions with a 10% probability suggest that Brent oil could reach $150 per barrel by the end of this month.
03-09
PwC: The Federal Reserve's response to economic data is becoming more dovish, with the possibility of 2 to 3 interest rate cuts in the second half of the year.
Looking ahead, the bank expects the Federal Reserve to take a more dovish stance towards economic data in the second half of the year. He predicts that interest rates may be cut 2 to 3 times in the second half of the year, higher than the current market expectation of 1 to 2 times.
03-09
Swiss Patek: Oil prices are only temporarily overbought, it is difficult to sustain high levels in the medium to long term.
He agrees that the recent international oil prices are just a short-term overshoot and that it is estimated to be difficult to sustain at high levels in the medium to long term. The future direction of the Chinese stock market will mainly be determined by its fundamentals.
03-09
Jingshun: Robots have become a key investment theme with multiple catalysts.
Driven by government policy support, increasing demand, China's competitive advantages compared to other countries, and the growing investment scope in the robotics sector, robots have become a key investment theme with multiple catalysts.
03-09
Daofu Investment Management: Gold price may return to $5500 to $5600 in March.
Dow Fund Management believes that the escalating geopolitical tensions in the Middle East will once again cause a temporary increase in crude oil prices, and there is a possibility that gold prices may rise again to the range of $5,500 to $5,600 per ounce in March.
03-06
Hong Kong Stock Exchange: CSOP Chimerica Technology 50 ETF (03169) will be listed for trading on March 6.
On March 4th, the Hong Kong Stock Exchange announced that the units of CSOP Chimerica Tech50 ETF (03169) will be admitted to become eligible securities for the Central Clearing System on March 6, 2026, and will be listed and traded on the Hong Kong Stock Exchange on the same day.
03-04
Hong Kong MPF rating: In February, the investment return of the Mandatory Provident Fund (MPF) reached 17.9 billion Hong Kong dollars, with each member earning approximately 3,729 Hong Kong dollars.
The Hong Kong Monetary Authority's "MPF Rating All Funds Performance Index" calculation shows that the Mandatory Provident Fund system recorded a positive return of 1.11% in February, following a strong performance in January, achieving the third best start since the system was established.
03-04
GF Securities Wealth Management: Hong Kong people are optimistic about US stocks, with 77% of respondents focusing on large-cap technology stocks.
Hong Kong investors are evidently attracted by the growth potential of the US technology sector, but they also need to enhance their awareness of risks while being enthusiastic.
03-02
Another 500 billion increase in the total scale of public funds to nearly 38 trillion, reaching a new high for ten consecutive months, but the scale of two important products decreased.
By the end of January 2026, the total scale of public funds reached 37.77 trillion yuan, hitting a record high for ten consecutive months.
02-27
In the past year, the scale of growth of bond-balanced mixed FOF has more than tripled, reaching nearly 200 billion yuan, highlighting the advantages of diversified asset allocation.
Currently, the scale of mixed fixed-income FOF products is close to 200 billion yuan, and by 2025 it has become a major driving force for the growth of FOF products.
02-27
In just over a year, the scale of the managed bond and equity mixed FOF has more than tripled, reaching nearly 200 billion yuan. The advantages of diversified asset allocation are becoming more prominent.
At present, the scale of bond-oriented hybrid FOF products is close to 200 billion yuan, becoming a key force in the growth of FOF products by 2025.
02-27
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