bullish
Hong Kong: The Glass Is Half Full, Time to BUY Beta
David has highlighted this Insight as a Top Pick
1.1k Views25 Apr 2024 09:44
Buying Beta in Hong Kong tech names is a long term opportunity to participate in a secular bull market. Technical trading factors are positive and participation is now picking up from mainland buying
Boomeranged on Fri, 3 May 2024 09:24
Hang Seng Tech companies are re-rating from historic low bear market valuations. Hang Seng Tech Index (HSTECH) broke short term resistance on the highest volume in its history during the last week. Global funds quickly repositioning for exposure after years of underweight. High beta tech names in Hong Kong will be star performers as HK /China enters a multi-year secular bull market.
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David Mudd
Asian Hedge Fund Manager, Long Short Equity, Macro
- Hong Kong: The Glass Is Half Full, Time to BUY Beta25 Apr 2024
- Technically Speaking: The Early Bird Gets the Worm, China Retail Buys Hong Kong08 Apr 2024
- Hong Kong: A Tale of Two Markets and When to Re-Enter21 Mar 2024
- China Moves to Directly Support the Market13 Mar 2024
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