Strategy & Stock Picks 4Q2023 - China & Hong Kong Markets
Speaker:
Louis Wong | Director | Phillip Securities (HK) Limited
Our speaker covers the outlook for the China & Hong Kong stock markets and his top stock picks for 4Q2023.
1:20 – Introduction
5:56 – Analysis of stock market trends in China and Hong Kong
10:15 – China’s Economic Review
18:09 - China’s Economic Outlook
23:25 – Chinese Yuan Outlook
26:30 – Q4 index target
32:53 – How to deal with a falling market: A strategy for high-dividend stocks
42:56 – High Dividend Stock Strategy: Passively Create a High Dividend Stock Portfolio
46:14 – CNOOC
47:38 – BAIC Motor
49:17 – China Coal
50:37 – Anhui Expressway
51:40 – Shougang Fushan Resources
52:38 – Phillip HK Newly Listed Equities ETF 2835.HK
1:00:31 – Alibaba
1:04:46 – Tencent
1:08:39 – Meituan
1:13:11 – JD.com