Global stocks remain constructive as semis sell off â HSBCâs Max Kettner
HSBCâs Max Kettner sees global equities resilient amid tech weakness, with semis signaling buys and Europe/Japan opportunities.
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HSBCâs Max Kettner sees global equities resilient amid tech weakness, with semis signaling buys and Europe/Japan opportunities.
Global stocks remain constructive as semis sell off â HSBCâs Max Kettner | Seeking Alpha
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HSBC's chief multi-asset strategist, Max Kettner, remains âreally constructiveâ on global equities despite recent technology sector weakness, arguing that semiconductor (
IGV
), (
XSW
) positioning is already flashing buy signals.
In an interview with CNBC, Kettner characterized the pullback as a positioning-driven correction
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Quick Insights
Why is HSBC constructive on global equities despite tech weakness?
HSBC sees the tech selloff as positioning-driven, notes overall market resilience, and believes minimal recession risk and stable Fed policy underpin a positive outlook.
What is the rationale for shifting from emerging markets to European equities?
HSBC shifted due to momentum liquidation pressures impacting emerging Asia and sees European equities as closely tracking the S&P 500, benefiting from broader market leadership.
Why does HSBC view Japanese equities as a buy despite regional selloffs?
HSBC attributes Asian selloffs to forced liquidation, not fundamentals, and highlights Japan's support from fiscal initiatives, strong bank earnings, and better corporate governance.
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Original YayaNews editorial coverage, published for informational purposes.
This article is sourced from Seeking Alpha. It is for informational purposes only and does not constitute investment advice.
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