Key changes for sectors

By Amos Frasiolas

Upgrade technology hardware sector to overweight from underweight. Tech hardware, which has seen close to a 40% cut in earnings in the last two years, could reverse the downward trend in 2024 on global restocking and specific product cycles.

Downgrade Chinese consumer services and insurance sectors from overweight to market weight, while also downgrading Chinese banks from market weight to underweight for its exposure to the Chinese property crisis.

Property-centric cohorts, notably banks, could see further downward revision risk to consensus earnings under continued pressures.

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