2019 Market Challenges and Opportunities
Speaker: Prof. Mingkang Liu (Board Member and Special-Term Professor, Shenzhen Finance Institute, CUHK-Shenzhen)
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Topic: |
2019 Market Challenges and Opportunities |
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Time&Date: |
16:30-17:30 pm, 2018/11/23 (Friday) |
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Venue: |
Room 706, Administration Building |
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Speaker: |
Prof. Mingkang Liu (Board Member and Special-Term Professor, Shenzhen Finance Institute, CUHK-Shenzhen) |
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| Abstract: |
Challenge 1: Global Interest Rate Normalizaion
Challenge 2: US Dollar Strength-EM Currency Crisis to continue?
Challenge 3: US China Trade Conflict and Uncertainties
Challenge 4: Global Credit Market Re-pricing
Challenge 5: The Return of Inflation
Opportunity 1: Equity Market Valuations (ex-USA): Much more reasonable
Opportunity 2: EM Asset-classes at Decade Low
Opportunity 3: M&A Opportunities
Opportunity 4: Non-Performing Asset Trading, Management, and Restructuring
Opportunity 5: New Economy and FinTech
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