外资公募看好资金流入中国市场

Group 1 - The Federal Reserve's decision to cut interest rates by 25 basis points indicates a shift in focus from combating persistent inflation to addressing economic growth and employment pressures [1] - The weakening of the US dollar is expected to facilitate global capital rebalancing, leading to increased foreign investment in A-shares and Hong Kong stocks [1][2] - Manulife Investment's analysis suggests that the Fed's current stance is dovish, and future rate cuts may depend on upcoming US economic data [1] Group 2 - The expectation of further monetary easing by the Fed is anticipated to narrow the earnings gap between the "Seven Giants" and other S&P companies, with a positive outlook for small-cap stocks [2] - Manulife Investment emphasizes the need to monitor the economic fundamentals following the Fed's rate cut, as it may lead to a rebound in global economic conditions [2] - The potential for a steepening of US Treasury yields exists if dovish rate cuts continue, while uncertainties regarding tariffs may impact earnings, particularly in the technology sector [2]