Making Sense of Hong Kong Markets

The transcript discusses the current state of the Hong Kong market, highlighting investor sentiment and market trends, including a negative EPS growth forecast for MSCI Hong Kong. It also covers a potential merger between PDC Energy and SRC Energy, which could impact the oil industry in Colorado. Finally, the transcript analyzes the Shanghai Composite's performance, considering economic stimulus and trade tensions, emphasizing the importance of stock picking in a volatile market.

What is the expected EPS growth for MSCI Hong Kong this year?

• Positive 10%

• Negative 17%

• Zero growth

• Positive 5%

What is the potential outcome of the merger between PDC Energy and SRC Energy?

• A retail chain expansion

• A financial services company

• A new tech startup

• A larger oil and gas player in Colorado

What is the forecasted median case for the CSI 300 index?

• 3800

• 3000

• 4500

• 2500

What is the general trend expected for the Shanghai Composite in terms of growth?

• Unpredictable fluctuations

• Slowing down

• Stagnation

• Rapid growth

What factor is contributing to the volatility in the Shanghai market?

• Stable economic policies

• Trade tensions

• Consistent earnings growth

• Lack of investor interest