每月市場策略(只限英文版)

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每月市場策略 2018-04-01

-Escalating China-US trade tensions may cloud the stock market outlook in near term
-Our top picks are 3SBio Inc (1530), Sino Biopharmaceutical (1177) and China Mengniu Dairy (2319)

每月市場策略 2018-03-08

-Expect Hang Seng Index to move within 29,500-32,500 in March but the risk is on the downside.
-Ping An Insurance, Tencent and HKEx are key beneficiaries from the listing rules reform.
-Speculative BUY on China Literature.

每月市場策略 2018-02-21

Expect the Hang Seng Index to hover between 30,000 and 33,000 in Feb/Mar.
Overweight large cap Chinese stocks but cautious on highly geared companies.
Speculative BUY on eligible stocks for southbound trading.

每月市場策略 2018-01-05

· Expect the Hang Seng Index to reach 35,000 in 2018
· Internet and healthcare sectors will continue to outperform
· Re-rating of HKEx (388) is imminent

每月市場策略 2017-12-05

· Rising interest rates in China may cap the upside for stock markets in December
· Increasing pricing power of Mainland investors in HK’s stock market
· Maintain an overweight positon on Macau gaming stocks

每月市場策略 2017-11-06

· Further upside for Hang Seng Index is limited
· Overweight Chinese banking sector
· Overweight Macau gaming stocks

每月市場策略 2017-10-06

· Expects HSCEI to outperform Hang Seng Index in the fourth quarter
· Maintain underweight positon on local banking and property stocks
· Take profit on leading Chinese property developers

每月市場策略 2017-09-04

· Uncertainty from Fed’s balance sheet reduction may prompt investors to take profit in near term
· Maintain overweight position on large Chinese banks
· Underweight local banking and property stocks

每月市場策略 2017-08-02

· Expect Hang Seng Index to test 28,000 in August led by H shares
· Overweight Chinese banks with ICBC and CCB as top picks
· Maintain BUY on A-shares ETFs

每月市場策略 2017-07-05

· Expect Hang Seng Index to decline with a technical support at 24,500
· Recommend to take profit on Tencent
· Overweight A-shares ETFs