No U.S. investors are 'positioned correctly' in Hong Kong and Chinese equities: Mizuho Americas

Farzin Azarm of Mizuho Americas says that investors are hoping for a pullback in the Hong Kong and Chinese markets to "get back" into the market.

[chrismanchin]

According to the US CIA and IMF (2024), the largest economy using the real GDP is China. China's real GDP is over 30% larger than the US' real GDP. This year, China is expected to contribute to over 30% of the global GDP growth when the US is expected to contribute less than 16%.

[MnMPryoBanana]

Yeah, they were positioned incorrectly because they were shorting Chinese stocks and had to cover them at a huge lost.

[MyOhwhatever]

lol, the Americans and its media are bad mouthing HK to such an extent that, they themselves are truly believing in their own lies lmao😂

[mutopz]

The Shanghai index hit a peak of 6000 point in 2007 and 5000 points in 2015. It is now a mere 3300 points. It still has a long way to rally before it resembles any sort of standard valuation.

[greaterbayareahero]

China and HK are the place to be now. Buy big and watch ! It is so low now.

[robertwang]

All US funds are playing catch up in HK & China. HSI was up 6% again today Nov 2. I expect this to continue at least for another 5-8 trading days. The HK, SZ and SH bourse turnover is HKD3.5 trillion last Friday. That’s a lot a lot of aggressive buying.

[tedwong]

Hahaha blackrock sold all of its chinese equity and 3 weeks lster, booom, it kick off like its hypersonic rocket

[gainer]

Global Investors loading the EV and AI sector Dips in October.