Eddie Wong
Eddie Wong
Eddie Wong is a Hollywood stuntman, best known among Mortal Kombat fans for playing Liu Kang, the series' protagonist, in the video game Mortal Kombat 3 and its updates Ultimate Mortal Kombat 3, Mortal Kombat Trilogy, and Mortal Kombat Advance...
investors major momentum months past profits recommend region within
A major momentum play in the region within the past two months is the H shares. We recommend investors take profits when there is still liquidity available.
continue encourage flow growth interest kong korea likely market money rate sensitive
If the rate expectations continue to come down, Hong Kong, as an interest rate sensitive market will likely benefit. Moreover, if the interest rate expectations drop, the U.S, growth expectations will also taper off. This will also encourage money to flow from the growth sensitive markets, notably Korea and Taiwan. Hong Kong will be an idea destination.
bond bonds cheap closer earnings expensive funds global longer move normal relative start yield
At this level, global funds may start to move their bond holdings back to neutral, and the earnings yield ratios of the S&P 500 and MSCI World will move closer to the normal level, bonds no longer expensive or equities no longer cheap on a relative basis.
correct highly investors kong lock market profits starting stocks switch
Investors are starting to lock in profits on the highly speculative H-shares and switch into Hong Kong blue-chip stocks. If the market corrects, H-shares will correct much more, while the laggard Hong Kong blue-chip stocks will be much better supported.