Group 1 - Franklin Templeton held a media roundtable in Hong Kong to discuss market outlook and investment strategies for the second half of 2025, emphasizing the importance of flexibility and diversification in investment portfolios amid ongoing trade tensions, geopolitical uncertainties, and global inflation pressures [1] - According to Franklin Templeton's Global Investment Management Survey, U.S. corporate earnings are expected to grow by 5% to 10%, supported by a projected real GDP growth of 1.5%, with broad-based earnings growth anticipated, particularly among large-cap stocks [1] - In the Asian market, India is seen as having strong economic prospects due to cooling inflation, robust GDP growth, and structural themes such as manufacturing expansion and digital infrastructure development, which enhance its long-term investment value [1] Group 2 - The Asia-Pacific market is viewed positively, with a diverse structural growth momentum, particularly in the technology and artificial intelligence value chain, presenting attractive long-term investment opportunities [2] - Japan's market is also favored due to corporate reforms, positive impacts of inflation, and a return to normal economic conditions, creating a favorable investment environment [2] - Franklin Templeton emphasizes a rigorous bottom-up stock selection strategy to uncover regional investment opportunities, suggesting a balanced portfolio of quality growth stocks and income-generating stocks to enhance resilience and capture long-term capital appreciation [2]
富兰克林邓普顿：下半年宜保持灵活性与多元化配置 亚洲股市蕴藏投资机遇
Zhi Tong Cai Jing·2025-08-21 03:24