Hong Kong Is in a Deep, Protracted Recession, Says Oreana’s CIO

The video discusses the deep recession in Hong Kong, highlighting its potential duration and the economic context leading up to it. Despite weak economic growth and negative quarters, a surprising equities rally occurred due to strong ties with China and a trade deal. The global slowdown and PMI data are analyzed, showing mixed results. The economic connection between Hong Kong and China remains strong, with capital still flowing through Hong Kong. The future outlook is uncertain, with ongoing political and economic challenges.

What factors are contributing to the deep recession in Hong Kong?

What does the speaker suggest about the future of retail sales and tourism in Hong Kong?

How has the trade war affected Hong Kong's economy?

What is the significance of the PMI numbers mentioned in the text?

What are the potential circuit breakers that could help resolve the recession?