# @hsbc_hk on Instagram

- **Type:** Image
- **Original URL:** https://www.instagram.com/p/DOVTutPkml0
- **Gondola URL:** https://gondola.cc/posts/34443938-hsbc-hk-instagram
- **Thumbnail:** https://img.gondola.cc/tr:w-,h-,fo-auto/postThumbnails/a7467a1ff0.jpg
- **Posted:** 2025-09-08T07:30:40.000+00:00
- **Account Owner:** HSBC Hong Kong (@hsbc_hk) — https://gondola.cc/hsbc_hk

## Caption

【#WealthForElite 九月投資市場重點議題】

市場認爲聯儲局或重啟減息，即睇滙豐投資總監辦公室分析本月市場聚焦。

🏦九月減息該如何部署？
七月份非農就業數據比預期差，加上聯儲局主席鮑威爾表示經濟形勢「或需作出政策調整」，提升市場對聯儲局九月重啟減息嘅預期，以應對經濟增長放緩。投資者面對減息前景，應該點部署投資組合？

📈股市已失去增長勢頭？
經濟放緩、貿易關稅導致商品通脹及偏高估值，都對環球股市構成挑戰。面對市場嘅不確定性，投資者仲應唔應該繼續持有股票？

🌏印度會否拖累亞洲？
美國對印度商品徵收50%關稅，估計會拖慢當地經濟增長，打擊市場情緒；另外印度正面對週期性挑戰，外資信心不足，令資金持續外流，預計盈利勢頭喺2025 年大幅放緩。亞洲市場前景會變成點？

💡即睇滙豐對今個月重點議題嘅投資觀點：https://grp.hsbc/TIME-IG-WP6-TC💡

每3個香港人就有1個以滙豐作為投資夥伴*。緊貼每月最新市場動向，探索更多投資機遇。

*資料來源：滙豐銀行，香港政府統計處，數據截至2025年1月，包括強制性公積金投資。
投資涉及風險。本資訊旨在提供予香港境內人士。

#HSBC #滙豐投資觀點

【#WealthForElite Key Investment Focuses in September】

With rising expectations for Fed rate cuts, explore HSBC Chief Investment Office’s analysis of this month’s key market focuses.

🏦How should investors position their portfolios for rate cuts in September?
Weaker-than-expected nonfarm payroll numbers in July, together with Fed Chair Powell’s indication that the economic situation ‘may warrant’ policy changes, has heightened expectations for Fed rate cuts in September against a backdrop of economic moderation. How should investors position their portfolios in light of the anticipated rate cuts?

📈Are equities losing momentum?
Global equities are facing strong headwinds of growth moderation, tariff-induced goods inflation and elevated valuations. With uncertainties mounting, should investors continue to hold equities?

🌏Will India drag on Asia?
The US tariffs of 50% on Indian goods are expected to weigh on India’s growth and investor sentiment. Together with cyclical headwinds and a lack of confidence from foreign investors, leading to continued investment outflows, India’s earnings momentum is expected to slow down significantly in 2025. How might this shape the outlook for Asia’s markets? 

💡Explore HSBC’s investment insights on this month’s key focuses: https://grp.hsbc/TIME-IG-WP6-EN💡

1 in 3 people in Hong Kong invests with HSBC*. Keep up with timely market updates and uncover opportunities in this shifting market.

*Source: HSBC, HK Census and Statistics Department, Data as of Jan 2025, inclusive of MPF investments.
Investment involves risks. This information is intended for individuals in Hong Kong. 

#HSBC #HSBCInvestmentInsights

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hsbcinvestmentinsights, wealthforelite, 滙豐投資觀點, hsbc

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