T. Rowe Price Hong Kong

Donald Trump has won the U.S. presidential #election. In this article, our experts share their views on what his second term in office might mean for #policy, the #economy, and the investment landscape. #TRowePrice  #inflation  #trade Investment involves risk. Please view here for Important Information. https://lnkd.in/eEZ_dBZ

Zheng Wenli, Portfolio Manager for China Evolution Equity Strategy, shares his insights on China's recent economic stimulus and ongoing economic transition for Hong Kong Economic Times. While near-term volatility persists, China's shift toward consumption-driven growth and industrial advancement presents compelling investment prospects. He favours online recruiting, shopping malls, hotel chains, industrial businesses with strong competitiveness and favorable industry cycles, as well as companies with rising cash flow, disciplined capital allocation, and a shareholder-friendly mindset. Read Wenli's full article to explore the investment opportunities in China's deep equity market. #TrowePrice Investment involves risk. Please view here for Important Information. https://lnkd.in/eEZ_dBZ. Reprinted from Hong Kong Economic Times with permission. The views and opinions expressed are those of the editor and/or the Investment Professional at the time of the interview and are subject to change without notice. Where securities are mentioned, the specific securities identified and described are for informational purposes only and do not represent recommendations.

#TRowePrice Investment Luncheon was successfully held in Hong Kong last week, drawing an impressive turnout of 110 delegates. The highlight of the luncheon was the engaging discussions led by a distinguished group of #TRowePrice investment professionals. Their expertise and industry insights took center stage, sparking thought-provoking conversations and compelling market opportunities in multi-sector credits, China equities and US equities. These discussions have inspired us to develop more resilient portfolios for our esteemed clients. We extend our heartfelt gratitude to the following speakers, whose invaluable contributions made this event truly exceptional:   Agnes Ng, CFA FRM, Portfolio Specialist Julian Cook, Portfolio Specialist Ramon Maronilla, CFA, Portfolio Specialist Vincent Chung, Co-Portfolio Manager Zheng Wenli, Portfolio Manager Stay tuned for more! Glen Lee  Priscilla Leung  Raymond Chan  Vanessa Lee Investment involves risk. Please view here for Important Information. https://lnkd.in/eEZ_dBZ

Vincent Chung,Co-Portfolio Manager of Diversified Income Bond Strategy, recently joined Debby Koo for a video interview with Hong Kong Economic Times to share his global fixed income outlook. He emphasized that a flexible investment approach is crucial to navigate short-term market volatility, shifting economic signals and upcoming US election. He also highlighted attractive opportunities across the global fixed income universe: • European investment grade and high yield bonds • High-quality securitized assets • Selected Emerging Markets bonds Watch the full interview to learn more about Vincent's insights on fixed income markets: https://lnkd.in/gKyc5zPB #TrowePrice Investment involves risk. Please view here for Important Information. https://lnkd.in/eEZ_dBZ. The views and opinions expressed are those of the editor and/or the Investment Professional at the time of the interview and are subject to change without notice. Where securities are mentioned, the specific securities identified and described are for informational purposes only and do not represent recommendations.

Our Washington Associate Analyst, Gil Fortgang explores three policy developments for investors to watch after the U.S. presidential #election. #TRowePrice Investment involves risk. Please view here for Important Information. https://lnkd.in/eEZ_dBZ

The 10-year U.S. Treasury yield could reach 5% due to fiscal stimulus in an #election year, supply/demand dynamics from Fed #QuantitativeTightening, and higher term premiums driven by #inflation expectations. Learn more from Arif Husain, Head of Fixed Income and Chief Investment Officer, Fixed Income. #TRowePrice Investment involves risk. Please view here for Important Information. https://lnkd.in/eEZ_dBZ

By reducing the risk of a recession, the U.S. #FederalReserve’s September rate cut should benefit high yield bonds relative to long-term investment-grade bonds. Tim Murray, Capital Markets Strategist from our Multi-Asset Division, explains why. #TRowePrice Investment involves risk. Please view here for Important Information. https://lnkd.in/eEZ_dBZ

#TRowePrice recently hosted our annual event, the Asia Investment Forum in Hong Kong, themed “Seizing investment opportunities in an evolving world”. We were delighted to welcome over 150 delegates from 10 markets worldwide who joined us to explore key themes and opportunities in this dynamic landscape. We were honored to have Howard Lee, Deputy Chief Executive of the Hong Kong Monetary Authority (HKMA), as our keynote speaker. He shared his valuable insights on current investment trends and navigating the complexities of the financial markets. Excited to unveil the event highlights, we extend our heartfelt appreciation to all participants for their support, contribution and trust. Investment involves risk. Please view here for Important Information. https://lnkd.in/eEZ_dBZ

#AI versus #dotcom: There are some similarities, yet also key differences that cast the AI theme in a more positive light than the dotcom boom that ended so abruptly. Learn more from Rahul Ghosh, Portfolio Specialist. #TRowePrice Investment involves risk. Please view here for Important Information. https://lnkd.in/eEZ_dBZ

Steve Boothe, Head of Investment Grade, recently shared his thoughts on the market's anticipation of rate cuts and the US economy's trajectory in an interview with Elsie Yu of the Hong Kong Economic Journal. While he remains optimistic about the economy, he warns of potential inflation risks in the upcoming year. As a result, he favors shorter duration bonds. He also sees promising opportunities in investment grade bonds from US regional banks and energy companies. Read the full article to learn more about Steve’s views. #TrowePrice Investment involves risk. Please view here for Important Information. https://lnkd.in/eEZ_dBZ. Reprinted from Hong Kong Economic Journal with permission. The views and opinions expressed are those of the editor and/or the Investment Professional at the time of the interview and are subject to change without notice. Where securities are mentioned, the specific securities identified and described are for informational purposes only and do not represent recommendations.