[New post] DBS: China Hong Kong Market Strategy – Are sector overhangs priced in yet?

alanyeo posted: " Sector overhangs are not expected to fade just yet but are these factored in the share prices? HK market is trading at an attractive valuation, which cannot be ignored foreverAs negatives are priced in, we favour new economy, financial, and property" New post on Alpha Edge Investing DBS: China Hong Kong Market Strategy – Are sector overhangs priced in yet? by alanyeo Sector overhangs are not expected to fade just yet but are these factored in the share prices?  HK market is trading at an attractive valuation, which cannot be ignored forever As negatives are priced in, we favour new economy, financial, and property sectors amid easing regulatory risk  Maintain 12-month HSI target at 28,500 Sector overhangs […] Read more of this post alanyeo | November 2, 2021 at 2:11 pm | Tags: China Economics, China Macro, China Strategy, Hong Kong economics, Hong Kong Macro, Hong Kong Market, Hong kong strategy | Categories: Equities - Research Reports by Brokers/ Banks | URL: https://wp.me/p7fA1-5NY Comment    See all comments Unsubscribe to no longer receive posts from Alpha Edge Investing. Change your email settings at Manage Subscriptions. Trouble clicking? Copy and paste this URL into your browser: https://alphaedgeinvesting.com/2021/11/02/dbs-china-hong-kong-market-strategy-are-sector-overhangs-priced-in-yet/