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...
764 Views
HK Equity: 1) Strong Capital Inflow, 2) Pro-Growth Policy, 3) Better Macro Outlook to Drive Rerating
Recent banking crisis and related capital flows creates opportunities for Hong Kong. Capital inflow, pro-growth policy and improving macro...
496 Views
Short Note: LONG China on Monetary Easing Cycle
China just announced a 25bps RRR cut, which is a surprise. China's low inflation allows more room to RRR cuts. Jan-Feb macro data shows...
692 Views
US Vs China Technology, Alibaba, China Unicom, and New World Development
The consensus of bottom in China Tech and China A shares continue to gain favour. Bank of America is the latest to recommend selling US tech to buy...
1.1k Views
Hang Seng Index Constituents 16th June 2022
A better way to think of the Hong Kong Market in the current cycle is that it has both US & China's economic headwinds and requires sharply...
678 Views