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



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.



Thank you. Your feedback will help us serve you better.

Was this information useful?

Thank you for your feedback.
Let us know how this article helped:
We're sorry to hear that.
How can we do better?
Please enter only letters, numbers, @!$-(),.