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China & HK Strategy: Who Are the Victims of a US Recession?
Osbert has highlighted this Insight as a Top Pick
332 Views17 Mar 2025 07:30
Reliance on the US market varies among HK-listed companies, with some having high direct exposure to a recession. Those with low direct exposure may still be affected by the spillover effect.
What is covered in the Full Insight:
- Introduction
- High Exposure Companies
- Impact on Consumer Goods
- Spillover Effects
- Conclusion
SUMMARY
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Full Insight
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Osbert Tang, CFA
HK/China Equity Long-Short
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