国际投行报告-亚太地区投资策略-亚洲股票洞察季刊：解耦和持续时间-2022.4.7-53页

# 投行报告 # 投资策略 # 股票大小：1.65M | 页数：53 | 上架时间：2022-04-15 | 语言：英文

国际投行报告-亚太地区投资策略-亚洲股票洞察季刊：解耦和持续时间-2022.4.7-53页.pdf

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国际投行报告-亚太地区投资策略-亚洲股票洞察季刊：解耦和持续时间-2022.4.7-53页.pdf

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类型: 策略

上传者: ZW-AXIAAXIA

撰写机构: HSBC

出版日期: 2022-04-07

摘要：

Further apart. We believe the decoupling of mainland China and US equities is set to accelerate further. This will come with a new set of risks in which American Depositary Receipt (ADRs), Variable Interest Entity (VIE) structures, and Negative Lists for US pension funds may play a larger role in the future, often to the benefit of Hong Kong as a stock market. Mainland China is also actively reallocating capital to strategic industries. Against this complicated backdrop, we think a thematic approach to mainland China equities appears to be much better than, for example, a passive “buy and hold” market strategy.

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