Market Commentary

  • Hong Kong insurance market attracting European interest

    Hong Kong is widely seen as the international gateway to China, with systems such as Connect also allowing Chinese companies to tap into global funding opportunities. The combination of a strong financial sector, upbeat insurance industry and technological innovation has created a perfect storm. European insurance companies, with Irish groups particularly active, are now looking to tap into the APAC insurance markets.

  • Sri Lanka confirms expected default on sovereign debt repayments

    While Sri Lanka confirms expected default on sovereign debt repayments there are high hopes for frontier markets such as Vietnam, a technical default by Sri Lanka on sovereign debt obligations will act as a wake-up call to many. Confirmation that Sri Lanka has exceeded the 30 day grace period formissed interest payments has seen debt rating agencies update their advice. Even though this move was not unexpected, confirmed by the Sri Lankan government last month, there will still be repercussions.

  • JPMorgan turns bullish on Chinese tech stocks

    Financial giant JPMorgan has turned bullish on Chinese tech stocks with a new era of pro-tech regulations on the horizon. This comes after the Chinese government held an event on Tuesday to promote the digital economy. At the same time, several Chinese-based tech stocks have been returning to Hong Kong/Chinese mainland stock markets. So is this the start of a new era?

  • UBS identifies investment themes for ESG investors

    While many investment trends have come and gone, it seems that ESG (Environmental, Social and Governance) investment strategies are here to stay. This week saw UBS focusing on sustainable investment themes for the future across the APAC region. At the same time, the company issued an update on the amount of funding going into sustainable investments.

  • APAC region benefiting as techs come home

    An ongoing disagreement regarding accountancy practices for overseas companies listed in the US appears to be benefiting Singapore and Hong Kong stock exchanges. Electric vehicle start-up, Nio, is the most recent to apply for an alternative listing, with Singapore the chosen destination. This is just the latest in a growing list of tech giants such as JD.com, Pinduoduo, Tencent Music Entertainment and NetEase, which are “coming home”.

  • Are you grasping global investment opportunities?

    As a day trader, technical trader or long-term trader, the world is literally your oyster concerning global investmentopportunities. While we appreciate that day traders and technical traders focus on limited trades and limited diversification, do you have a global investment strategy?

  • Brokers told: Go global or go home

    In the cutthroat world of stockbroking, global investmentservices are now an integral part of financial markets. As a result, professional investors and investment companies now demand brokers go global or go home. 

  • Do you have confidence in your broker?

    As a broker offering global clearing services, safe custody, trade execution and around-the-clock assistance, it is very easy to lose sight of the old-fashioned broker-client relationship. In order to get the best out of this relationship, there needs to be a high degree of trust, transparency and confidence. Here at Global Investment Strategy Hong Kong, we appreciate every client is different, with varied goals and aspirations. So, what makes us stand out from our competitors?

  • Investors gambling on Beijing trade boost with Russia

    Amidst the ongoing turmoil in the Ukraine, the Chinese government has offered to assist in finding a diplomatic solution and negotiating a ceasefire. While this offer has yet to be taken-up, there are high hopes that the Chinese authorities will eventually be able to bring all parties to the negotiating table. Despite the uncertainty, this has not stopped investors gambling on a potential short to medium-term boost in trade between Beijing and Moscow.