In this update, we explored the macro themes, including US presidential election, the Fed and China's rate cut and their impact on HK RE stocks. We also analyze the sector fundamentals and valuation.
What is covered in the Full Insight:
Executive Summary
US Presidential Election Impact
Monetary Policy in China
Hong Kong Macro and Property Market
Company Updates and Investment Rationales
SUMMARY
(Sign Up to Access)
Get started on the Smartkarma Research Network with a complimentary Preview Pass to:
Unlock all research summaries
Follow top, independent analysts
Receive personalised alerts and emails
Access Briefings, Analytics, and Events
Upgrade anytime to our paid plans for full-length research, real-time analyst discussions, and more.
Join a thriving community of 45,000+ investors, including the top global asset managers managing over $13trn in assets.