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HSBC – Charting through Turbulence with Resilient Portfolios, 3Q 2025

Summary

The main theme of the report is investment strategies in market instability and uncertainty caused by changes in US trade policy and other economic factors.

Key findings include the need to develop resilient portfolios capable of coping with volatility, with a focus on structural growth and internal resilience of Asian markets. The report also discusses the impact of trade tariffs, technological innovations, and societal changes.

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