Rebound Is Possible in Short-Term for Hang Seng, Says CMB International's So

The video discusses the current state of the Asian and US markets, highlighting the significant sell-off in Asia compared to the US. It focuses on the Hong Kong market's weaknesses and the impact of the US market slump. Short-term predictions suggest a weak trend for the broad index, with potential outperformance in certain sectors due to policy support from China. The US market has shown resilience to trade worries, but China has been more affected. The video emphasizes the need for specific policy support from China to stabilize the economy and reduce investor concerns about a hard landing. Trade negotiations are crucial for market recovery.

What has been a significant factor in the recent performance of the Hong Kong market?

• Improved trade relations

• Increased local investments

• US market slump

• Rising commodity prices

Which sectors in Hong Kong might outperform in the short term?

• Technology and innovation

• Real estate and construction

• Healthcare and pharmaceuticals

• Economy stores with policy support

What is necessary for the Hong Kong market to see a reversal in the fourth quarter?

• Lower interest rates

• Higher consumer spending

• Specific policy support from China

• Increased foreign investments

What type of support is suggested for China to provide to stabilize the economy?

• Subsidies for local businesses

• Increased export tariffs

• Financial market asset orientation

• Market rescue measures

Why is it important for China to engage in trade war negotiations?

• To boost technological advancements

• To reduce market pain

• To attract more tourists

• To increase domestic production