In the face of opportunities and uncertainties such as Biden's New Deal in the United States and the progress of vaccine administration, Franklin Investment Advisors suggested that regular quotas should be used to continuously grasp mainstream trend targets such as dual technology, and to strengthen the balanced model with the concept of 4D trends. products, and deploy a dual-income portfolio with both offense and defense in advance in the Year of the Golden Bull. 4D Trend - Mastering Strong Targets and Diversified Layouts
With the promotion of the popularization custom t shirts of vaccines and the implementation of fiscal stimulus policies, there will be digital transformation (Digital transformation), capital rotation value-based cyclical stocks (Deep value), emerging markets (Developing markets) and gain space ( Dividend ) This 4D trend not only helps investors to continue to grasp the endurance of mainstream strong targets, but also helps to expand their investment focus to groups with compensatory gains. Franklin Photo Credit: Franklin Franklin analyzed that digital transformation and its related themes were quite strong before the outbreak, and the impact of the epidemic has accelerated its development.
Looking at the technology industries in various regions, the stock prices of technology industries with competitive advantages in emerging Asian markets are relatively cheap at this stage. After Biden takes office, the market will pay attention to his fiscal stimulus, bailout, international relations and tax rates, medical reform and other actions, which will be beneficial to the business cycle and the performance opportunities of value stocks, such as finance and utilities. Low interest rates and a weak U.S. dollar are expected to be the driving force behind the transfer of funds to emerging markets. In addition, the technology industries of Asian countries such as Taiwan and South Korea are highly internationally competitive, all of which are the main reasons for the favor of funds.