Not Seeing Immediate Signs Of A Recession, Continue To Like Risk Assets: Herald Van Der Linde

Herald Van Der Linde, Head of Asia Equity Strategy, HSBC, Hongkong shares a nuanced outlook on the market, highlighting the need for caution amidst concentrated positions in AI and India. He notes that while global equities remain attractive, crowded trades and high valuations, especially in India, warrant careful stock selection. For the short term, equities are favored due to anticipated rate cuts, but medium-term concerns about growth suggest considering income-focused investments.

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