重要新聞、公告和媒體活動

Jimmy Zhu LIVE On CNA 30 May 2022

作者:Fullerton Research | May 30, 2022 5:00:00 AM

Jimmy Zhu, our Chief Strategist, went LIVE on CNA this morning and discussed some recent key market developments, such as:

- Measures are expected to improve the manufacturing sector, property investment and infrastructure spending, while the retail and service sectors will continue to contract in the short term.

- Shanghai to ease the citywide lockdowns and unveil new policies to support the economy, such as banks encouraging the renewal of SME loans.

- U.S. 10-bond yield has become the most important gauge for the stock market.

- Investors have priced in two 50 basis point hikes in June and July.