There Is a Marked Degree of Underperformance in Hong Kong, Says Credit Suisse’s Woods

The video discusses the cautious political climate in Hong Kong and its impact on market performance, highlighting the underperformance of the Hang Seng index compared to major China indices. It explores the potential for bargain hunting due to low valuations and the anticipation of a phase one deal with China, which could stabilize fundamentals and improve market returns.

What potential recovery values are mentioned for the Hong Kong market?

What are the expectations for the phase one deal with China, and how might it affect the market?