Despite a lacklustre Chinese economy, the Hong Kong stock market has remained very popular, with the Hang Seng Index up 24% year-to-date. Concurrently, the Chinese Mainland A-share market has significantly underperformed the Hong Kong H-share market. What are the reasons behind these disparities in the Chinese stock markets? Does the Hong Kong market have further to run, and what are the sectors that are driving the market? This episode is presented by Richard Tang, Head of Research Hong Kong at Julius Baer, and Hong Hao, Managing Partner and CIO of Lotus Asset Management Ltd.

Ver todos los episodios