The Bank of East Asia

Wealth Management

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BEA FinTalk June (Part 2)NEW!

26 June 2025

Key Takeaways

  • Northbound capital favors large-cap leading tech stocks and high-dividend stocks scarce in A-shares, with growing interest in mainland consumer sectors
  • High-dividend mainland bank and telecom stocks offer defensive qualities, while consumer stocks require caution due to elevated valuation risks

 

Episodes:

 

BEA FinTalk April(Part 2)

30 April 2025

 

BEA FinTalk April(Part 2)

30 April 2025

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