China-Europe Fund Manager Luo Jiaming: Optimistic about investment opportunities in Hong Kong stocks in technology, upstream resources, and companies going abroad

At the 2025 Snowball Carnival event held recently, Luo Jiaming, the fund manager of the Value Fund of China-Europe Fund, said that there are three aspects of the Hong Kong stock market that are most worthy of investment. The first is technology, where the competitive landscape of industries such as the Internet, electronic semiconductors, and innovative drugs is improving. The second is upstream resources, as next year, with the Federal Reserve cutting interest rates, the global industrialization, and the tightening supply of mineral resources, upstream resources like oil and coal will have good opportunities. The third is overseas companies, by bringing the ultimate supply chain efficiency and management capabilities from the domestic market to the global market to seek a second growth curve.