Nick K
09-24

Shifting to the Hang Seng Index (HSI) might be an excellent move right now, considering its recent upward momentum. The fact that it has risen for 9 consecutive days shows that investors are gaining confidence, potentially driven by the Fed’s rate cut and favorable market conditions in China. However, it's essential to consider the sustainability of this rally.


While undervalued Hong Kong stocks might have room to grow, the key is how long this rally can be sustained. Factors like global market volatility, geopolitical tensions, and internal economic policies could still influence performance. If you're already holding Chinese stocks, this could be the right time to take profits, or you could consider rotating into Hong Kong stocks like HSI that might benefit further from the current trend.


What are your thoughts on balancing Chinese mainland stocks with Hong Kong-based equities? The opportunity seems promising, but keeping a close eye on macroeconomic trends is essential.

Policy Falls Short? Is China Stocks Bull Market Over?
The 12th session of the Standing Committee of the 14th National People's Congress announced debt-reduction measure: raising the debt ceiling for local governments by 6 trillion yuan. It is lower than the rumored $10 trln stimulus policies. ------------------ Is the bull market over or not? How do you view the policies?
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