[Tan Sir Talks Stocks 25.1.10] With Trump's impending inauguration, is it bullish or bearish for the market?

Hello everyone, mooers. This episode is the second issue of 2025, and the video for this issue was freshly recorded today. Since Trump will officially take office this weekend, many mooers are asking: What impact will this event have on the stock market? Today's video will discuss this.

*The video is in Cantonese. If any mooers do not understand Cantonese, they can turn on the AI subtitles in the upper right corner of the video (the cc icon).

Here are some key points from today's video:

US stock market

• Trump is about to take office, raising inflation expectations; thus, the yield on the 10-year U.S. Treasury bond has risen sharply, and market analysts believe it may rise above 5%.

• The rise in the risk-free interest rate has led to the stock market being under pressure to adjust, but these adjustments can also be seen as buying opportunities; at this stage, attention can be paid to those with strong cash flow, such as the seven giants of the Nasdaq and Broadcom, as they have stronger downside resistance.

• Invest cautiously in stocks with relatively small Market Cap, as their volatility may be larger.

2. Crypto

• The cryptocurrency market is fluctuating, with Bitcoin hovering between 90,000 and 100,000; technically, since November, it has maintained a Trump market and has not retraced the gains since November.

• After Trump's inauguration, it has generally been bullish for the entire development of Cryptos, which may continue to drive Crypto prices up, but this depends on whether the overall market atmosphere improves.

• In terms of investment strategy, taking Bitcoin as an example, 90,000 can be set as a stop-loss point, using price corrections and rebound opportunities for some short-term Trades, which can provide potential returns while relatively controlling risks.

• Ether and other Altcoins have also shown signs of stabilization recently; these risk Assets are relatively less sensitive to interest rates. However, for beginners investing in Cryptos, focusing on Bitcoin would be a safer approach.

3. Hong Kong Stock Market

• The Hong Kong stock market is still influenced by Trump; the main source of influence comes from market rumors about a series of policies introduced by Biden before Trump's inauguration.

• Most of the news is just rumors, but they can still affect stock prices; for example, strong stocks like Tencent and Xiaomi are also under pressure because of this.

• Short-term fluctuations are large, but looking at the long-term, there may gradually be a turning point after Trump's inauguration. Therefore, investing in Hong Kong stocks is better deployed with a medium to long-term investment goal.

• Sectors to watch: Consumer Stocks, Large Technology Stocks, Mobile Device Stocks.

(The above content is for educational purposes only and does not involve any recommendations)

(Tam Chi Lok is a licensed person of the SFC. Neither he nor his associates have any financial interests in the above recommended issuers)