Long Hong Kong
Updated
Digging into chinese fundamentals are tough to guage. However, sectoral and macro shifts can play out in 2022 for a while where long HSI will be a good play as a hedge as it does over 30% from ATH.
Now, since it's a game of MAcro Tsunami, so the impact and moves will be vicious in the market along with some geo-political tension that is brewing between China and Taiwan.
There looks a mild certainty that we could see China attempting to invade Taiwan and this can bring ripple effects into other sectors and markets across the world when we will be witnessing a waterfall in every single market across the world. However, before that, I am expecting HSI to move higher on a hedged basis and head down as a collateral partner with respect to SHCOMP and CN50 due to future potential instability that may come.
Now, since it's a game of MAcro Tsunami, so the impact and moves will be vicious in the market along with some geo-political tension that is brewing between China and Taiwan.
There looks a mild certainty that we could see China attempting to invade Taiwan and this can bring ripple effects into other sectors and markets across the world when we will be witnessing a waterfall in every single market across the world. However, before that, I am expecting HSI to move higher on a hedged basis and head down as a collateral partner with respect to SHCOMP and CN50 due to future potential instability that may come.
Trade closed: stop reached
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