(MT Newswires) -- Ninety One CEO Hendrik Du Toit shares his impressions after listening to keynote speeches from HSBC Chairman Mark Tucker and Hong Kong Chief Executive John Lee. He is optimistic about Hong Kong's return to the international stage, welcoming the positive outlook for the market.

Du Toit discusses investment strategies in emerging markets without China. However, he defends a global approach that includes China, arguing the importance of diversification and the integration of Chinese companies in Asia, Africa and Latin America. He stresses the need for caution in the face of interest rate trends, and the importance of being prepared for a prolonged battle against inflation.

He also criticises the tendency for investment portfolios to be over-concentrated on the United States, calling for diversification towards regions such as emerging markets, Europe, Japan and the United Kingdom, which he considers particularly attractive. Du Toit warns of the challenges the technology sector could face, particularly with the advent of quantum computing.

He sees a future where, having reached the peak of the interest rate cycle in the US, the investment world normalises, favouring more rational conditions. He sees the shift to private markets as a structural evolution, albeit one stimulated by the era of cheap money. He calls for thought to be given to the regulation of public and private markets so that they work together effectively.

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