Still Too Early to Pick Up Hong Kong, Says Ample Capital’s Wong

The video discusses market trends in Hong Kong and China, highlighting polarization and the impact of US-China relations. It suggests that while Hong Kong's market faces challenges, China's consumer sector shows strength. The discussion covers investment strategies focusing on Asia, particularly consumer and travel sectors, and examines the effects of low interest rates and global consumer trends.

In what ways might the devaluation of the renminbi affect trade and investment in Hong Kong?

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What strategies are investors considering in response to the current market conditions in Hong Kong and China?

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