China & HK Strategy: Who Are the Victims of a US Recession?
Reliance on the US market varies among HK-listed companies, with some having high direct exposure to a recession. Those with low direct exposure...
658 Views
Technically Speaking, Breakouts and Breakdowns: HONG KONG (SEPTEMBER 23)
Hong Kong tech sector is key to lead the market higher. Lower volatility & decreased short selling volume provide tailwinds for HSTECH index. Sands...
587 Views
China & HK Strategy: Stocks Exposed to the US and Higher Tariffs
With the Trump administration announcing global reciprocal tariffs, even companies with manufacturing presence in other countries will suffer...
1.2k Views
Major Top on U.S. Dollar; Overweight Non-U.S. And Europe/UK; Buys in Tech, Comm., Discretionary
The $DXY broke below 5-year support at $103, signaling a major top in place. This is bullish for risk assets, and is another sign suggesting the...
744 Views
A Truce in Trade War?
USTR requested comments on potential exclusions of products of China subject to tariffs. We analyze the potential beneficiaries of this Sino-US...
512 Views