Hong Kong’s economic downturn investment point self-insurance?

The risk of global economic recession has sung into the clouds

As an export-oriented economy, Hong Kong has suffered from the Sino-US trade war. The continuous turmoil has further pushed the local economy into the abyss. As a savvy investor, it is time to do a good job of financial management, and think about the ideal value-added tools in the economic slowdown or even recession. Historical data and expert analysis can help you.

Hong Kong’s GDP performance in the past few years

Bond expert: US mortgage bond interest rate attracts

Liang Wenwei, a senior investment strategist at Lianbo Fixed Income, expects that the US and China’s economy will not experience a recession in a short period of time. The global market continues to be the most affected by Europe, due to its low flexibility policy, which enables the implementation of monetary easing. Less space.

In addition, the Brexit affects the economy, and the GDP growth of European countries is also slow. Compared with the United States, there is still room for interest rate cuts and fiscal expansion. The European economy is even more severe.

He suggested that aggressive investors can choose US mortgage-backed securities bonds, which mainly invest in the US property market, with interest rates as high as 7 to 8%, which is more attractive than general government bonds, and the US property market is also relatively stable.

Second, emerging market bonds and high-yield corporate bonds are also good choices. However, he reminded that all three types of bonds are risky, and it is advisable to diversify the investment or to retain a small portion of the national debt for safe haven.

University lecturer: Low-fishing Hong Kong shares held by the long-term

Li Zhaobo, a senior lecturer at the Chinese University of Business School, said that the recent decline in Hong Kong’s stock market is a rare opportunity for low-cost fishing. It is recommended that investors with strong capital can take the opportunity to absorb Hong Kong stocks for long-term investment.

He also pointed out that technically, negative growth for two consecutive quarters can be defined as a recession, but many data such as unemployment rate, inflation, and continuous capital outflows can also be used as a reference.

Fund Manager: Capital outflows

Wengang City, the fund manager of CIC, said that Hong Kong’s stock market can be described as full of internal and external problems. Due to local political events and Sino-US trade wars, many funds began to flow out. Therefore, he is bearish on Hong Kong stocks and expects Hong Kong stocks to have a downward trend in the future.

He continued that if economic growth continues to slow down, there will be half of the opportunities for layoffs in the future, and the market needs psychological preparation. Even if there is no layoffs, it will drag down the performance of listed companies and affect economic data.

However, he also reminded that if the US Federal Reserve continues to maintain the pace of interest rate cuts, it will be beneficial to Hong Kong’s economy.


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