Yingfeng International: It is expected that the United States will cut interest rates 2 to 3 times by 2025, pay attention to the non-essential consumer goods sector.

Recently, Switzerland's Yingfeng International released their market outlook for the first quarter of 2025. Zhao Guojiang, Deputy General Manager of Investment Management at Switzerland Yingfeng Asset Management, expressed confidence that US inflation will continue to fall. He stated that the employment market in 2025 will be a focus of monetary policy. He predicted that the US may cut interest rates 2 to 3 times this year, and advised paying attention to non-essential consumer goods sectors. The market is optimistic about the continuation of tax cuts and deregulation measures under Trump, which may drive consumption and focus on high-end consumer projects. In addition, US bond yields are rising, so it is advisable to focus on long-term US bond investments. Zhao Guojiang pointed out that artificial intelligence remains a key investment theme this year, and there are also opportunities in investment sectors such as electric equipment and nuclear power companies, as AI use requires a large amount of electricity. In terms of the global economy, he expressed a cautious optimism. The BRICS group continues to expand, now consisting of nine economies and representing 45% of the world's population. Half of this year's global economic growth will be generated by BRICS countries, highlighting their contribution to global economic growth.