The global liquidity environment is expected to tighten significantly around September, driven by high oil prices and central bank interest rate hikes. Investors are advised to shift from seeking high returns to prioritizing stability and resilience in their asset allocation strategies. Within equities, focus is recommended on high-end manufacturing and sectors with pricing power, while agricultural products also present structural opportunities. AI
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RANK_REASON The article discusses macroeconomic trends and investment strategies, not a specific AI-related event.