Standard Chartered: "Prioritising High-Quality Bonds, Cautious Equities in H2 2023"
The report advises investors to seize income opportunities by increasing their allocation to High Quality Bonds, while adopting a cautious stance towards equities.
- The report advises investors to seize income opportunities by increasing their allocation to High Quality Bonds, while adopting a cautious stance towards equities.
- According to the report, high-quality bonds present a clearer risk/reward profile compared to other assets, boasting attractive yields.
- In terms of regional positioning, the report favours an overweight stance on Asia, including Japan, for equities and Asia USD bonds.
- The report acknowledges the moderation in valuations of Indian equities, suggesting improved value for investors seeking to capitalize on the market's outlook.