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HSTECH Index. Identifying Individual Names with Greater Potential Upside

386 Views28 Jan 2025 06:00
​Exploring the potential for higher upside in individual e-commerce and software stocks within the tech sector, despite a favorable risk-reward in the overall HSTECH index.
What is covered in the Full Insight:
  • Introduction: HSTECH Index Overview
  • Market Context and Historical Performance
  • Key Chinese Tech Companies Analysis
  • Upside Potential in E-commerce and Software
  • Catalysts and Future Watchpoints
Boomeranged on Tue, 4 Feb 2025 10:35
The initial market reaction to the Deepseek news is to bid up Chinese tech names, both platform and semiconductor-related. The tariff newsflow will provide volatility but there is good risk reward both in the index and in the individual names highlighted in this piece.
SUMMARY
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Full Insight
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Rikki Malik
Asia L/S Equity PM/Macro/Thematic Idea Generation
EquitiesCross Asset StrategyThematic (Sector/Industry)

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