We Are Adding More to Risk to Our Portfolio, Says LW Asset Management’s Wong

The video discusses portfolio risk management in light of positive G20 news, analyzing the impact of US-China trade tensions on market stabilization. It compares the performance of A shares and H shares, highlighting potential earnings growth and market trends. The discussion also covers stock picks, particularly Cafe Liquor, and its strategic moves in the Greater Bay Area.

What factors are influencing the current cash positions in the portfolio?

How does the recent news after the G20 summit affect business confidence levels?

What are the implications of the President's tweets regarding China on the market?

Why is there a more positive outlook on A shares compared to Hong Kong shares?

What recent developments have affected the retail market in Hong Kong?