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Constant shocks! Tariffs and other geopolitical risks are repeatedly escalating, Hong Kong shipping stocks are responding weakly first.
①How much impact does the continuous impact of geopolitical risks such as tariffs have on the shipping sector? ②Hong Kong-listed shipping stocks first responded weaker, which individual stocks showed unusual movements?
China has taken the lead! Wall Street strategists: the next "Trump trade" may be outside of the USA.
①When looking to the future, Jay Pelosky, the founder and global strategist of the New York investment consulting firm TPW Advisory, has insights that differ from many mainstream market views; ②He believes that Trump's victory might ultimately serve as an important catalyst - driving the usa market to end its long-standing excellent performance.
Stock Picks (HK): CSOP Hang Seng Tech Index -2X ETF And Hansoh Pharmaceutical Group
Express News | Hang Seng Tech Index Down 3%
Goldman Sachs A-shares 2025 Heavyweight Strategy Outlook: Domestic funds will grasp pricing power! Overweight A-shares before H, industry focus on consumer stocks!
Goldman Sachs believes that compared to Hong Kong stocks, A-shares are more sensitive to policy easing and personal investment capital flows. The first quarter of next year will be a better time to allocate to Hong Kong stocks. In terms of sectors, analysts recommend that investors pay attention to themes such as consumer, emerging markets exporters, specific new technologies, and shareholder return strategies.
Hang Seng Index's "big change" in December: Pop Mart, Kuaishou expected to be included, will the constituent stocks return to 100?
Currently, the Hang Seng Index in Hong Kong includes 82 stocks, with the ultimate goal of expanding the number of constituent stocks to 100. Analysis suggests that the medical care industry is still the least represented industry in the Hang Seng Index, while consumer staples, discretionary items, real estate, and construction may receive higher weights in the review in the fourth quarter of this year.