Global Market Investment Perspectives
AI Spurs Hardware Demand, Supply Chain Growth Expected; AI Models, Applications, and Ad Spending See Rapid Market Growth
2025.03.18 11:54
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Source: KGI Investment Strategy
Inflation Concerns and Safe Haven Demand; Support Gold Price Increase
2025.03.11 11:50
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Source: KGI Investment Strategy
Defensive U.S. Equities Positioning With Various Defensive Strategies
2025.03.04 11:03
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Source: KGI Investment Strategy
U.S. Tech Stocks Excel in Software, AI Hardware Calls for Short Term Caution and Long Term Accumulation
2025.02.25 15:01
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Source: KGI Investment Strategy
Trump Calls for Military Spending Boost, Defense Stocks Extend Gains
2025.02.18 11:09
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Source: KGI Investment Strategy
Tech Stock Corrections Create Opportunity for Stable Bond Yields
2025.02.11 11:13
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Source: KGI Investment Strategy
Strong Earnings in Finance, Telecom, and Tech Support 2025 Valuations
2025.02.04 10:36
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Source: KGI Investment Strategy
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
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