Invesco: The market has yet to digest the short-term trade war, and the first set of tariff measures has less impact on China – Economic Link ET Net

"Economic News Agency 5th Newsletter "for recent consecutive Hong Kong stocks Several days of pressure, Jingshun's investment director, Wei Weiguo, said at a press conference
that current uncertainties, including trade wars and geopolitical risks, made investors more nervous. This is reasonable. However, the performance of Chinese enterprises in the first half of this year has been better than expected, and the first quarter net profit rose 10%, reflecting the performance of the company
. He thinks that the market has yet to digest the news of the short-term trade war, but believes that the greatest uncertainties have been reflected in the market and that the first set of tariff measures has less impact on China and China. that the GDP should be zero. 0.1% to 0.2%.
He also mentioned that with the adjustment of market conditions, the valuation of many shares has returned to a reasonable level, offering buying opportunities, and his funds
have started buying the most hesitant stocks. The activity of Chinese companies in the United States is very detailed, with a market value of less than 5%, and the trade war of 19459011 will not have a major impact on Chinese stocks.
Kristina Hooper, chief global markets strategist at Invesco, said the performance of Asian stocks should differ from
. The Chinese stock market will continue to be under pressure, but it will not decline significantly, but will depend on the evolution of the trade war and is expected to outperform the Chinese stock market in India and Indonesia in the second half of l & # 39; year. (ch)