Quarterly Market Outlook – 4th Quarter 2020

 

US presidential election is just a month away and uncertainty is keeping investors on the side lines

 

 

 

Short term consolidation to continue, stick with domestic recovery, secular growth and A-share related sectors

 

 

 

In long run, our view of a decoupling between the US and China economies is sustained

 

 

 

Strategist view of different sectors

 

 

 

From a financial markets’ perspective, we believe that the November elections is largely neutral for risk assets. We maintain our conviction view on US equities given

 

 

Speakers:
Mr. Wilson Tang
Treasures Private Client Investment Counselling & Equities Specialist Head,
Investment Advisory, Wealth Management,
DBS Bank (Hong Kong) Limited

Mr. Dennis Lam
Hong Kong & China Equities Strategist
DBS Bank (Hong Kong) Limited

 

* The above videos were recorded on 14 October 2020.

 

 

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