In the interview with NOW TV FINTERVIEW, our CIO Wilfred Sit, offers insights on the recent market volatility in HK equities. He believes that the Chinese government will likely implement more fiscal spending measures, and the central government may issue bonds and redistribute funding to local governments. Wilfred also notes that the valuation of HK equities remains low. This asset class has low correlation to global markets, making it a diversification tool for investors. #HangSengInvestment #HSVM #CIOMarketInsight #HKEquities *Investments involve risks. Investors should seek independent advice. This content has not been reviewed by the Securities and Futures Commission and is intended for Hong Kong investors only.
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Chief Investment Officer & Fund Manager in active & passive strategies across asset class. Team leader. Board director. Corporate spokesperson. Mentor. Mental wellbeing supporter. Art & music lover. INTJ/ENTJ
The Ministry of Finance gave the direction of fiscal policies going forward without specific figures or details which the market might be disappointed. I see that being able to sustain a series of stimulative policies as we look into next 2-3 years is more critical than having one “bazooka” type of policies. The main purpose of the policies are to support and cushion the economy on the downside and not on boosting the short term performance of the equity markets which are already packed with speculative participation — with the speculative money migrating from the onshore bond markets. Looking into 2025, plenty of challenges remain and more supportive policies might be needed — saving some bullets for that would be prudent. Having said that, the underweight and underexposure to the HK/China market is ridiculous and investors / portfolio managers should look to reduce that underweight on market weakness to reduce beta risk. If the policies are executed and timed rightly, the focus could be shifted back to alpha in 2025 — it’s too early to tell but we’ll see. #HangSengInvestment #hsvm #China #etf #alpha #beta #hangsengbank
In the interview with NOW TV FINTERVIEW, our CIO Wilfred Sit, offers insights on the recent market volatility in HK equities. He believes that the Chinese government will likely implement more fiscal spending measures, and the central government may issue bonds and redistribute funding to local governments. Wilfred also notes that the valuation of HK equities remains low. This asset class has low correlation to global markets, making it a diversification tool for investors. #HangSengInvestment #HSVM #CIOMarketInsight #HKEquities *Investments involve risks. Investors should seek independent advice. This content has not been reviewed by the Securities and Futures Commission and is intended for Hong Kong investors only.
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EXPLORING THE GREY MARKET: INSIGHTS INTO UNOFFICIAL TRADING ❖Join the Conversation :- Share your thoughts on Grey Market! ✅ Follow Me :- For more engaging content and financial insights, Feel free to follow me (Bharat Jhamb). I would like to thank you Piyush Kumar and Global Consilient Research for their guidance. ▶ Comment your views. ▶ Repost if you found it insightful 💡
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