Listed Real Estate Asia, KT Capital Group

Jacob Cheng

Jacob has 7 years of professional buy-side experience in real estate investment and listed equities.  Jacob worked as a portfolio manager/analyst in Global Listed Real Estate team in AMP Capital and Macquarie Asset Management.  Prior to that, Jacob has spent 5 years in APG asset management, in the listed real estate team.  As one of the largest RE funds in Asia, he co-managed EUR6bn investment portfolio with the team with a focus on Hong Kong and China property.  He led the USD200m cornerstone investment in Wanda Commercial Properties IPO (the largest mall operator and developer in China).  Prior to this, Jacob has 3 years of experience in investment banking in Bank of America Merrill Lynch, covering equity, debt and M&A transactions across real estate, consumer& retail and TMT sectors.  Jacob specializes in fundamental bottom up research.  Aside from work, Jacob has a personal interest in spirituality and personal development.  He practiced meditation and has published a book about meaning of life in 2016.

Listed Real Estate Asia

Deep Dive on Hong Kong Macro-Economics: HK as a Unique Gateway to China and an Offshore RMB Center

Deep Dive on Hong Kong Macro-Economics: Embracing Web3.0, Fintech, and Blockchain Technology

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HK Equity: 1) Strong Capital Inflow, 2) Pro-Growth Policy, 3) Better Macro Outlook to Drive Rerating

Deep Dive on Hong Kong Macroeconomics: The Hong Kong Dollar Peg and Its Significance on Hong Kong

Short Note: Position for Upcoming Banking Crisis, BUY Hong Kong & China Property Stocks, and BTC/ETH

KT Capital Group

Principal investments and advisory firm that focuses on connecting the CIS countries with East Asia.

Principal investments and advisory firm

Thematic (Sector/Industry)

Hong kong Financials / Thematic (Sector/Industry)

<ul>
<li>We explore the importance of the equity market in HK in this insight.  Despite all the volatilities in 2022, HK still achieved 3rd place in terms of capital raised globally.</li>
<li>The Stock Connect (Northbound and Southbound), despite already seeing solid growth, still embeds huge potential, as China welcomes more foreign investor participation and Chinese investors aim to invest through HK </li>
<li>Overall, there is still huge growth potential in the equity market.  China has publicly stated that "One Country, Two System" will continue, hopefully enhancing investors' confidence in the city.</li>
</ul>


We explore the importance of the equity market in HK in this insight.  Despite all the volatilities in 2022, HK still achieved 3rd place in terms of capital raised globally.
The Stock Connect (Northbound and Southbound), despite already seeing solid growth, still embeds huge potential, as China welcomes more foreign investor participation and Chinese investors aim to invest through HK 
Overall, there is still huge growth potential in the equity market.  China has publicly stated that "One Country, Two System" will continue, hopefully enhancing investors' confidence in the city.


Deep Dive on Hong Kong Macro-Economics: The Equity Market, IPOs, Stock/Wealth Connect and the Future