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Just when I Thought I Was Out, They Pull Me Back In – Time for Another Tradeable Rally in the HSI?

Rikki has highlighted this Insight as a Top Pick
1.2k Views19 Sep 2024 07:33
The Hong Kong Market has a similar set-up as January 2024 in terms of sentiment, positioning, and valuation, with external macro events creating a more favourable environment for China
What is covered in the Full Insight:
  • Introduction
  • Current Market Conditions
  • Investor Sentiment and Positioning
  • Macro Factors and Interest Rates
  • Expected Catalysts and Stimulus Measures
Boomeranged on Fri, 20 Sep 2024 12:02
Bloomberg today -Chinese cities removing restrictions on non-Hukou purchases. "China Weighs Removing Major Homebuying Curbs to Boost Demand https://www.bloomberg.com/news/articles/2024-09-20/china-weighs-removing-major-homebuying-curbs-to-boost-demand?srnd=homepage-asia We expect further concrete action/stimulus as we wrote in this piece
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Rikki Malik
Asia L/S Equity PM/Macro/Thematic Idea Generation
EquitiesCross Asset StrategyThematic (Sector/Industry)

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