2025 High Conviction Idea: The Case for a Rotation Out of India into HK/China Part 2

Rikki has highlighted this Insight as a Top Pick
655 Views11 Jan 2025 23:46
Boomeranged on Sun, 16 Feb 2025 23:06
With the HSI (22,700)and the HSTech index (5,500) hitting resistance levels, we would sell SOME here. We will likely go higher but may not go through at the first attempt. As usual, the rally has been fast and furious with minimal pullbacks to allow entry so there are likely waiting buyers. HSTECH Index. Identifying Individual Names with Greater Potential Upside. Read more: https://skr.ma/fg655
SUMMARY
  • Risk reward favours this shift in allocation between these markets
  • Weakness in HK/China markets in Q1 as President Trump takes office will provide an opportunity
  • China continues to incrementally promote consumption as the new lever of growth
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Rikki Malik
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