HK Strategy: Where Are the Short-Term Opportunities?
Li Auto, Link REIT, China Mengniu, Hang Lung Properties, and Galaxy Entertainment are massive laggards YTD but the recent rebound from the trough...
630 Views
HK Strategy: What Are the Winners if US Hike Rates Instead of Cut?
​HSI constituents like Orient Overseas, Budweiser Brewing, Galaxy Entertainment, Sunny Optical, and Haier Smart Home are set to gain in case the...
548 Views
Smartkarma Originals
HK RE Series (1): Picking the Winners for 2024 with Supportive Macro Backdrop & Company Catalysts
With the current macro in US, China and HK, we do a deep dive on 4 HK RE companies which will have an exciting year ahead, given their company...
1.1k Views
China RRR Cut, Macro, & A Debate on – Property Pair Trade “Long China and Short HK” (Or the Reverse)
The RRR cut is another step of China's easing. We looked at the old pair trade between China and HK for property. The picture today is more...
716 Views
Short Note: US Rate Pause, China Stimulus, and the HK Rebound
Over the week, US delivered hawkish surprise while China continued to cut rates. On the back of slowing export and weak domestic demand, we expect...
723 Views