Standard Chartered：2024年下半年投资展望报告（英文版）

The start of major central bank rate cuts marks a key turning point for investors as policymakers switch their focus towards supporting growth. We see it as a good time to adapt to these shifting winds by (i) staying Overweight equities over bonds and cash, (ii) favouring US equities globally and Indian equities in Asia and (iii) owning gold and Emerging Market (EM) USD bonds as diversifiers.