Amazon, Tencent, Sun Hung Kai Properties Favored, Ample Capital Says

The video discusses market performance, focusing on stocks and indices, and highlights the potential of the industrial internet. It examines the impact of oil prices and Federal Reserve policies on the US market, noting consumer confidence and inflationary pressures. Additionally, it analyzes Hong Kong's real estate market, emphasizing rental portfolios and developer strategies.

What does the speaker suggest about the rental portfolio in relation to the market cap?

In what way does the speaker describe the company's resilience in the recent market?