{"id":5897,"date":"2025-12-08T11:30:36","date_gmt":"2025-12-08T03:30:36","guid":{"rendered":"https:\/\/www.bis.hk\/?p=5897"},"modified":"2025-12-09T11:35:18","modified_gmt":"2025-12-09T03:35:18","slug":"from-quality-to-concentration-how-indices-get-polluted","status":"publish","type":"post","link":"https:\/\/www.bis.hk\/zh-cn\/from-quality-to-concentration-how-indices-get-polluted\/","title":{"rendered":"From quality to concentration: How indices get polluted"},"content":{"rendered":"\n<p><img decoding=\"async\" style=\"width: 30px;\" src=\"https:\/\/www.bis.hk\/wp-content\/uploads\/2020\/11\/833px-PDF_file_icon.svg_.png\" alt=\"\"> From quality to concentration: How indices get polluted \u2013&nbsp;<a href=\"https:\/\/www.bis.hk\/PDF\/2025-12-08_chart.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Download Chart of the week<\/a><\/p>\n\n\n\n<p><img decoding=\"async\" style=\"width: 30px;\" src=\"https:\/\/www.bis.hk\/wp-content\/uploads\/2020\/11\/833px-PDF_file_icon.svg_.png\" alt=\"\"> The Market Place \u2013\u00a0<a href=\"https:\/\/www.bis.hk\/PDF\/2025-12-08_marketplace.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Download Market Data<\/a><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Markets are increasingly pricing in dovish moves by the central bank, boosting safe-haven assets while equity risk appetite appears more muted.<\/li>\n\n\n\n<li>With economic growth weak and inflation sticky, financial markets may remain sensitive to policy signals &#8211; while the push for renewed trade with China suggests some potential upside for export-driven sectors.<\/li>\n\n\n\n<li>The EU is shifting toward strategic economic autonomy, diversifying supply chains, strengthening industrial protection, and deploying economic-security tools, signalling a move away from free-trade orthodoxy and creating long-term investment opportunities.<\/li>\n\n\n\n<li>Global uncertainty is intensifying, with China\u2019s slowdown, rising trade frictions, stalled Ukraine peace efforts and risk-off markets all signalling a shift toward greater geopolitical tension and stronger demand for safe-haven assets.<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Heightened geopolitical tensions, policy shifts and economic fragility globally are likely to keep investors cautious, support safe-haven assets, and create selective opportunities in strategic sectors such as manufacturing, raw materials and exports. <\/p>\n<p class=\"customLink\"><a class=\"\" href=\"https:\/\/www.bis.hk\/zh-cn\/from-quality-to-concentration-how-indices-get-polluted\/\">\u66f4\u591a<\/a><\/p>\n","protected":false},"author":2,"featured_media":5118,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[49],"tags":[],"class_list":["post-5897","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-49"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.bis.hk\/zh-cn\/wp-json\/wp\/v2\/posts\/5897","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.bis.hk\/zh-cn\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.bis.hk\/zh-cn\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.bis.hk\/zh-cn\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.bis.hk\/zh-cn\/wp-json\/wp\/v2\/comments?post=5897"}],"version-history":[{"count":2,"href":"https:\/\/www.bis.hk\/zh-cn\/wp-json\/wp\/v2\/posts\/5897\/revisions"}],"predecessor-version":[{"id":5903,"href":"https:\/\/www.bis.hk\/zh-cn\/wp-json\/wp\/v2\/posts\/5897\/revisions\/5903"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.bis.hk\/zh-cn\/wp-json\/wp\/v2\/media\/5118"}],"wp:attachment":[{"href":"https:\/\/www.bis.hk\/zh-cn\/wp-json\/wp\/v2\/media?parent=5897"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bis.hk\/zh-cn\/wp-json\/wp\/v2\/categories?post=5897"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bis.hk\/zh-cn\/wp-json\/wp\/v2\/tags?post=5897"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}