Cyclical recovery in Hong Kong and a healthy Chinese economy are making these markets increasingly attractive
The long-term prospects for the Hong Kong and Chinese markets look excellent. More moderate oil prices as increased supply from Opec comes online, and the prospect of an end to the interest rate cycle in the US should increase the attractiveness of these dynamic markets to investors. Cyclical recovery is in full swing in Hong Kong, supported by a growing contribution to the economy from tourism from mainland China. The economy has clearly rebounded from the low point experienced during the Sars epidemic, and this recovery seems sustainable. With gross domestic product expanding at an an...
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