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Chen Dong of Swiss Jiasheng: AI hardware investment focuses on 5 bottleneck industries.

2026-07-04 12:46:12

Bank J. Safra Sarasin's Chief Investment Officer for Asia, Chen Dong, said in an exclusive interview with MoneyTimes that the Hang Seng Index is heavily dragged down by the consumer and communication services sectors due to its index weight structure. For Hong Kong stocks to regain upward momentum, an improvement in macroeconomic fundamentals will be a key turning point, and investors need to be patient for signals of a consumption recovery.

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