The US Federal Reserve is expected to continue cutting interest rates as inflation subsides. Meanwhile, Trump is working on resolving conflicts in the Middle East and Ukraine, which could lead to lower oil prices. I believe the Hong Kong stock market has likely bottomed out in the past few weeks and should experience a moderate recovery over the next few months. In China, more economic stimulus will likely be needed, and I trust the government is capable of implementing the necessary measures to support growth.
Kevin Bits