Standard Chartered's H2 2026 Outlook: Overweight Tech, Underweight Consumer Staples Amid Shifting Landscape
Standard Chartered shifts to a more risk-on stance in China for H2 2026, recommending an overweight position in tech and communication services due to chip self-sufficiency and AI commercialization. Consumer staples are downgraded to underweight. Globally, investors face volatile energy prices and policy shifts, but risk assets are expected to remain supported in a soft-landing scenario.
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