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Dialogue with the losers trumps talking to the winners
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Cheng again denies FT report that she offered to quit
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Dialogue with the losers trumps talking to the winners
Crowds pay tribute to HKUST student who died from carpark fall
Cheng again denies FT report that she offered to quit
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UK speeds towards Brexit as Johnson wins big election majority
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Is tech a new frontier for sustainability?
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UK speeds towards Brexit as Johnson wins big election majority
US seriously damaged hard-won mutual trust: China’s Wang Yi
Is tech a new frontier for sustainability?
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US seriously damaged hard-won mutual trust: China’s Wang Yi
Refinitiv blocked Reuters HK protests stories in China: report
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Date
15 December 2019
Luk Man
columnist at the Hong Kong Economic Journal
HK equities: Earnings season in focus
Luk Man
-
Feb 14, 2017 4:46pm
Investors continue to keep a close eye on the words and deeds of Donald Trump as the US president has vowed to give a new direction to America’s economic and trade policies. Although Trump wants to...
Hong Kong equities: Big caps to outperform small caps
Luk Man
-
Feb 7, 2017 5:38pm
As the global market is still flush with cash following nearly a decade of easy-money policy by major economies, a growing number of funds have targeted big caps. Also, the number of billionaires has expanded rapidly...
Investing in the Trump era
Luk Man
-
Jan 24, 2017 4:40pm
Shortly after Donald Trump was sworn into office, he signed an executive order to begin rolling back the Affordable Care Act, also known as Obamacare. The global investor community is now keeping a close watch as...
HK equities: Avoid buying in a rangebound market
Luk Man
-
Jan 17, 2017 4:34pm
Financial markets will be keeping a close eye on developments in the United States and the United Kingdom in the coming days. In the US, Donald Trump will be sworn in as the nation’s 45th President...
HK equities waiting for a clear trend to form
Luk Man
-
Jan 11, 2017 12:14pm
US stocks continue to hit new highs. The financial market is waiting to see if President-elect Donald Trump will deliver on his promises after taking office. While Beijing is trying to stabilize growth and win more...
2017 likely to be a year full of uncertainties and headwinds
Luk Man
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Jan 3, 2017 4:50pm
The year 2017 looks set to be dominated by uncertainties and hostile trends. First of all, the loose monetary policy over the past eight years has finally come to an end, and interest rate normalization could...
Hong Kong equities dominated by short-term pressure
Luk Man
-
Dec 28, 2016 4:37pm
Many countries have launched monetary easing measures after the 2008 financial crisis to stimulate their economies. However, loose monetary policy has led to lots of side effects, prompting people around the world to seek changes as...
Hong Kong market to stay under pressure over next few months
Luk Man
-
Dec 20, 2016 4:56pm
Hong Kong equities face a number of strong headwinds. The trading range of the Hang Seng Index is likely to move downward to 21,000-22,500 points in the near term. Interest rate concern is one of the...
Trump’s presidency may herald boom for defense stocks
Luk Man
-
Dec 13, 2016 5:13pm
While the US stock market is expected to outperform in the near term, investors have to figure out the mindset of President-elect Donald Trump in order to identify the best sectors to bet on. Given that...
US equities expected to outperform in the first quarter
Luk Man
-
Dec 6, 2016 5:09pm
Italy’s Prime Minister Matteo Renzi said he is preparing to resign after voters dismissed his plans for constitutional reform. While European equity markets have reacted calmly to the referendum result, political uncertainties will continue to cloud...
Shenzhen-HK stock link: Southbound flows may dominate initially
Luk Man
-
Nov 29, 2016 4:19pm
As political uncertainties in Europe persist, funds are expected to keep flowing out from the region into US equities and other US dollar assets. Among major events, Italy will hold a constitutional referendum this weekend while...
Trump victory triggers asset reallocation in favor of US stocks
Luk Man
-
Nov 22, 2016 5:06pm
Donald Trump’s victory has led to expectations of heavy spending on infrastructure and other fiscal stimulus measures, sending the dollar higher and prompting funds to leave US bonds and emerging market equities and flow into US stock...
Investors should make yield a higher priority than growth rate
Luk Man
-
Nov 8, 2016 3:27pm
The Hong Kong market is facing both good and bad news. Global investors are looking for safe-haven assets ahead of the US election. The latest increase in property stamp duty in Hong Kong and a volatile...
HK equities outlook for November: a mixed bag
Luk Man
-
Nov 1, 2016 5:01pm
November is shaping up to be an eventful month. First there’s the US presidential election. Hillary Clinton could lose support as a result of FBI’s decision to reopen its investigation into her emails, raising Donald Trump’s...
HK equities: Focus shifting to cheaper sectors
Luk Man
-
Oct 25, 2016 4:42pm
The benchmark Hang Seng Index has been range-bound this month, with the weakening renminbi being a market focus. While it is hard to tell if the US dollar index is going to break out of its...
HK equities: Brace for more volatility and buy on weakness
Luk Man
-
Oct 18, 2016 4:16pm
With so many factors coming into play (macroeconomic data from China, quarterly earnings reports from the United States, Brexit, etc.), October is turning into a volatile month for equities. But as far as fund flows are...
‘Bad news’ is good news for Hong Kong equities
Luk Man
-
Oct 11, 2016 4:30pm
A slew of bad news hit the market recently, but it may turn out to be good news for Hong Kong equities. The massive fines faced by Deutsche Bank and the possibility of a hard Brexit...
Why the Hong Kong market outlook remains positive
Luk Man
-
Oct 5, 2016 10:43am
The Hang Seng Index has rebounded nearly 6,000 points from the trough so far this year, and some investors are beginning to doubt if there is still much upside left. While there are indeed some negative...
HK equities: Pullback likely but outlook still positive
Luk Man
-
Sep 27, 2016 5:02pm
Following its recent gains, Hong Kong’s stock market is likely to see some profit-taking pressure in the coming days. Investors will be cautious as China prepares for a week-long holiday following the National Day celebrations on...
Fund flows support HK stocks but US election a risk factor
Luk Man
-
Sep 20, 2016 4:59pm
Liquidity and capital flows have become a key determinant of equity market performances around the world in recent years, given sustained monetary easing from major central banks. This is the same case in Hong Kong, where...
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