Fasheng: Japanese stock market is expected to continue rebounding, medium-term confidence remains firm

发布时间:2024-08-13

According to the Zhitong Finance APP, Mabrouk Chetouane, Global Market Strategy Director at Fasun, pointed out that the Japanese stock market has experienced ups and downs recently. At a time when market anxiety is high, frequent adjustments to investment portfolios often lead to decision-making errors and damage to investment returns. However, the Japanese stock market has now begun to rebound and is expected to continue to rebound as market volatility gradually stabilizes.
The investment committee of Fasheng believes that investors should gradually adjust their global stock allocation to a "neutral" level. Due to the current economic cycle not being sufficient to support the expected profit growth of enterprises, Faurecia plans to reduce its investment proportion in the US, European, and Japanese stock markets until there are more obvious signs of improvement in the economic cycle. In the medium term, confidence in the Japanese stock market remains firm, as the Japanese capital market is inherently more robust and has higher market visibility.