HK-Singapore - Our Money Is On HK
Expectations are that Hong Kong will expand by 4.2% and Singapore by 5% next year. Our out-of-consensus prediction is that economic activity in...
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Hong Kong - Fallout
We are underweight Hong Kong in our relative regional portfolio this year. The 2019 political crisis was exacting a heavy price on the economy and...
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China and Hong Kong: When Parasite Turns Predator
We made the case in One Economy, Two Parasites: Part 1, that Hong Kong’s economy is enjoying a good economic position as a result of China’s...
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Equity Fuel as USD Re Sets
US equities show signs of breaking higher out of congestion after dual head fakes. Small caps, DJI and financials are standout picks. S&P 2,204...
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