We invited Mr. Wong Ching-kai, Hong Kong Investment Director of Taikang Asset, to share fresh authority in the monetary fund market~
To watch the recorded video, click the link below:China-Hong Kong Stock Market 2023 Investment Strategy
The 3-minute video takes you through the appeal of Hong Kong stocks:
Ten lucky viewers have already been selected. mooer who actively participated in the live chat are invited to follow the private message. The live broadcast mentions the fund:
Taikang Kaitai US Dollar Fund HK0000857273

Taikang Kaitai Hong Kong Dollar Fund HK0000772993
Taikang Kaitai China New Opportunities Fund HK0000320223
Topic: Prospects for the Hong Kong Stock Market after the 2023 Meeting
Part 1: F Fundamentals: The domestic economy is showing a weak recovery pattern. The Federal Reserve's monetary policy is the main contradiction and risk
China's economic cycle is ahead of the US and European economic cycles. The market expects China's economic growth to exceed 5%, while the US economy is less than 1%
China's macro, industry and services rebounded as expected. The magnitude was slightly lower than expected, mainly due to external demand being dragged down
The US core CPI slightly exceeded expectations in February, and the labor market and consumption are resilient. Without the SVB incident, the market originally expected an interest rate hike of 50 bps this month
Part 2: V Valuation Aspect: After the valuation has recently been revised, its attractiveness has increased again
Vertical: After recent revisions, the price-earnings ratio of the Hang Seng Index returned to 9.8 times, and the MSCI China Index returned to 10.9 times, but it is still below the long-term historical average and has not overdrawn subsequent momentum
Horizontal: harbor...