BEA Financial Video

Key Takeaways

Major global economies are expected to maintain or further expand accommodative monetary and fiscal policies, this is likely to support the stock and bond markets
Despite the elevated valuation of AI stocks showing bubble signs, demand for AI is surging, suggesting the AI boom is likely sustainable and the bubble is yet to burst in the near term
We forecast a 2026 target for the Hang Seng Index at 30,800 points, underpinned by a 2026 forecast earnings of HKD2,350 and a target P/E multiple of 13.1x

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