Global Market Investment Perspectives
Blue-Chip Stocks Show Moat Advantage, Favor Long-Term Gradual Accumulation
2025.01.21 11:38
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Source: KGI Investment Strategy
Positive Outlook for Healthcare and Pharmaceuticals
2025.01.14 11:35
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Source: KGI Investment Strategy
Eased Regulations and Spread Support Favor Financial Stocks for Further Gains
2025.01.07 10:42
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Source: KGI Investment Strategy
Inflation Risks Remain Elevated; Monitor Inflation and Bond Portfolio Sensitivity
2024.12.31 11:03
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Source: KGI Investment Strategy
Industrial Sector M&A Wave Expected in 2025, Favoring Long-Term Positions
2024.12.24 11:15
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Source: KGI Investment Strategy
Economic Soft Landing and Loan Growth Support Housing Recovery; Luxury Housing Market Resilient to Rates and Economic Conditions
2024.12.17 11:45
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Source: KGI Investment Strategy
Japan's Wage Growth and Fiscal Stimulus Expected to Revive Consumption; Stable Growth, Attractive Valuations Drive Foreign Interest in Japanese Domestic Stocks
2024.12.10 10:07
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Source: KGI Investment Strategy
Valuations of Equal-Weighted Large-Cap Index Remain Reasonable; Equal-Weighted Index Holds More Diversified Mid-to-Large Caps
2024.12.03 23:34
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Source: KGI Investment Strategy
AI Spurs Hardware Demand, Supply Chain Growth Expected; AI Models, Applications, and Ad Spending See Rapid Market Growth
2024.11.26 11:44
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Source: KGI Investment Strategy
Transport Stocks Rebound Post-Election; Air Freight Rates Recover; U.S. Rail Transport Hits Record Highs, Profit Outlook Brightens
2024.11.19 11:15
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Source: KGI Investment Strategy
Trump's Policy Focus: Tax Cuts, Tariffs, Immigration Restrictions
2024.11.12 11:15
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Source: KGI Investment Strategy
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