ท่าที Hawkish ของ Fed และความหมายต่อหุ้นเติบโต

เห็นด้วยครับ ตลาดหุ้นกลุ่มเติบโตน่าจะเจอแรงกดดันต่อไปถ้าเฟดยังคงท่าที Hawkish ผมว่าต้องดูทิศทางเงินเฟ้อให้ชัดเจนกว่านี้ก่อนครับ

I'm still trying to get my head around how long this 'higher for longer' narrative can really last without more significant pain for those growth names. What do you think would be the tipping point for the Fed to ease up?

I agree, the Fed's stance continues to put pressure on valuations, especially for those growth stocks that rely heavily on future earnings projections. The market seems to be pricing in a sustained period of higher rates, which will likely keep a lid on broader index plays for a while.

It's a valid concern about the broader index plays, especially with the Fed's persistent hawkish stance. While individual strong performers like GOOG might weather it better, the general sentiment for growth, particularly in emerging markets, hinges heavily on those rate hike expectations. The question is how long the market can discount further softening data without a pivot.

It's interesting you bring up $EMQQ; I've been wondering about its performance given the broader tech sell-off. Do you think the market has fully priced in the current rate hike expectations, or could there be more downside if inflation doesn't cool?