Are Hong Kong stocks finally bouncing back or is it just a bear market rally that will soon fade? Fund managers weigh the drivers and risks.
Tag : hong kong equities
Hong Kong’s initial public offering (IPO) activities are expected to rebound from rock bottom. Chinese institutional investors are set to play a bigger role, while more Middle Eastern capitals might come in.
The Chinese insurance giant is adding alternative investments in real assets to enhance portfolio resilience. It is optimistic about China’s $12.5 billion public REITs market, where it is both asset owner and investor.
For Chinese investors aiming to divest their onshore assets, Renminbi-denominated stocks in Hong Kong might not be a better option.
First Spac listings in the city could happen very soon, but market enthusiasm still depends on geopolitics and Chinese regulatory situation.
Select names in the internet, domestic consumption, tourism, and digital marketing sectors should show decent performances, while the overall market sentiment is expected to pick up after the first quarter.
The Chinese insurer doubled its Hong Kong equity allocation and ramped up its alternatives exposure last year, while also boosting its cash position in anticipation of domestic rate rises.
The $7.2 billion Hong Kong institution seeks a manager to run a portfolio of local equities and global fixed income.
