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Doing an Odd Thing – Hong Kong

Strategy Report ·David Roche ·21 May 2025

Doing an Odd Thing – Hong Kong Investment Conclusion I am buying some HK equities. HK assets are a diversification of US policy risks. The worse it goes for the US, the more money pours back into HK. The HK$ peg does the rest. The inflows surge domestic liquidity. …

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