CITIC Securities has observed a recent end to the trend of ETF (Exchange-Traded Funds) redemptions, indicating a market recovery. During this recovery, investment focus is shifting from small-cap companies to large-cap firms, alongside a growing preference for quality, stable stocks over thematic ones. This change is seen as a sign of increased investor confidence. According to the analytics firm NS3.AI, the appointment of the new Federal Reserve chairman in the United States reflects a significant shift in economic policies. The nomination of Waller signals a move in U.S. policy from virtual to real economic priorities, potentially influencing global risk asset valuations and market trends. Investors are advised to focus on industries with strong pricing power and improving profit margins. The report also cautions investors to remain prudent, especially in the precious metals sector, which is generally considered speculative and volatile. These ETF market trends mirror the evolving global economic conditions and financial policies, which may impact future investment decisions. Financial experts suggest prioritizing investments in quality and large-cap companies as a sound strategy, while remaining mindful of potential market volatility.
Source: binance