The recent equity market selloff amid Chinese regulatory changes and concern over slowing GDP growth has created opportunities in Hong Kong equities. The Hang Seng Index has slipped over 5% year-to-date. But domestic Hong Kong stocks did not suffer to the same extent as listed mainland Chinese companies. The Hang Seng HK 35 Index, which comprises the 35 largest companies listed in Hong Kong that largely generate sales revenue from areas outside mainland China, currently is 5.4% higher year-to-date.

Here is a bitesize version which gives a brief overview of the key points of this month’s insights:

Bitesize Portfolio Advisory Insights - September 2021





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