2024 High Conviction Idea: The Case for a Rotation Out of Japan into Hong Kong - Part 3

498 Views08 Jan 2024 07:00
​The Hong Kong market offers a favorable risk-reward ratio, suggesting a barbell strategy with high-beta and low volatility dividend stocks could be beneficial for portfolio returns.
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Top Quartile
Rikki Malik
Asia L/S Equity PM/Macro/Thematic Idea Generation
EquitiesCross Asset StrategyThematic (Sector/Industry)