Happy Friday & Strong HK Rebound! What to Chase? China Prop (High Beta) And HK Prop (Value Play)
HK market strongly rebounded today due to a few macro and policy-related reasons. If investors want to add exposure, we recommend China (high beta...
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Rising US Interest Rate: A Look at Which HK Blue Chips Are Less Vulnerable
We look at what companies in the Hang Seng Index are more immunized to the rising US interest rate environment; and found the top five are with...
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Urbanization and Real Estate With Chinese Characteristics
Urbanization in China has taken on unique Chinese characteristics, resulting in a very diffuse landscape in terms of geography, population, and...
603 Views
Escalating US-China Trade War Raises Risks; but Our View Remains that Cooler Heads Will Prevail
Hong Kong & China stock opportunities amid the volatilityThe risk of an escalating global trade war harming growth is likely to weigh on share...
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