BecomingAFriendOfTime

In the second half of the year, I will focus on the stabilization and rebound of the Hang Seng Index.
One of my key directions in the second half of the year: the opportunity for the Hang Seng Index to stabilize and rebound. The current global market capital narrative is clear: US tech stocks, AI, and semiconductors remain the main themes, but the problem is that this line is already crowded and valuations are not cheap. On the other hand, after years of adjustment, Hong Kong stocks still belong to one of the most undervalued sectors among major global markets. So I don't think Hong Kong stock

Gold is not just a safe-haven asset, but a ballast stone for global financial policy.
Many people still treat gold as an ordinary safe-haven asset, but I believe in this cycle, gold's true role is as a ballast stone for global financial policy. The stronger the dollar, the more the world wants to de-dollarize; the harder inflation is to suppress, the harder it is to ignore gold's strategic value.
If global inflation continues to rise and the dollar remains strong, the pressure on various countries will become increasingly evident: they must maintain their own currency's credit, reduce thei