omahapoker| Morgan Asset Management Jiang Xianwei: European stocks and Nikkei 225 have certain investment value, and the short-term returns of mature market bonds are still very attractive

Theme: 2024 Fund High-Quality Development Conference: Hundreds of big names gathered to discuss new investment opportunities

On May 18, the Sina Finance 2024 Fund High-Quality Development Conference grandly kicked off! Regulators, top-class economists, more than 20 public fund leaders, nearly 100 fund managers, and nearly 30 popular financial and financial celebrities gathered in Pengcheng to talk about the development of the fund industry and new opportunities for fund investment!

The theme of this fund's high-quality development conference is "Helping new quality productivity to work together for high-quality development." Under the guidance of the "Nine New Countries", the capital market has become the key to corporate financing and promoting economic transformation.omahapokerWhile new productivity is the key platform for economic development towards high-quality, efficient, fair, sustainable and safe developmentomahapokercore driving force. At this event, Dou Yuming, Wang Fan, Qi Bin, Wang Yiping and other asset management industry leaders; Liu Yuhui and other top economists; Guo Lei, Liu Chenming and other seller research leaders; Liang Xing, Wang Qunhang, Li Wenliang and other investment research celebrities came to the site, and hundreds of important guests gathered to witness the industry honors, discuss future investment trends, and ponder how to help new quality productivity!

Jiang Xianwei, senior global market strategist at Morgan Asset Management China, said at the meeting that from the perspective of valuation, the lowest valuation in the world is H shares. The relatively low valuation in the global market is the European market. We believe that its current low valuation, coupled with the future European Central Bank interest rate cuts, may cause the economy to reverse. We believe that European stocks have certain investment value. In addition, Nikkei 225 is not in a relatively high range. Despite Japan's corporate reforms and the continued inflow of foreign capital, there is still a certain market.

U.S. stocks do have the problem of high valuations. We believe that U.S. stocks may still have certain growth opportunities driven by this round of artificial intelligence craze, but everyone's expectations should be lowered. Finally, in the past few times when the Federal Reserve raised interest rates for 12 months, the ones with the higher return were U.S. bond assets. Judging from the yield of coupons, since central banks of various countries have not initiated interest rates, markets have matured in the short term or within half a year. Bond, its yield is very attractive.