A Scenario Analysis: If Fed Initiates a Rate Cut Cycle, How Should Investors Position Themselves?
We conducted a scenario analysis on Asia real estate if Fed is to initiate a new rate cut cycle. Within Asia, we expect Hong Kong, China and...
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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...
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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...
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Hang Seng Index (HSI) Rebalance Preview: Inclusion Candidates for Sep26
We highlight 7 potential adds to the HSI in September. Healthcare continues to be underrepresented and that could change as we near 100 members....
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Asia Ex-Japan Real Estate: Hitting the Lows. China to India Rotation
Real Estate exposure is close to its lowest levels on record among active Asia Ex-Japan investors. As China Real Estate suffers an exodus, India...
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