Quarterly Outlook
Q3 Investor Outlook: Beyond American shores – why diversification is your strongest ally
Jacob Falkencrone
Global Head of Investment Strategy
Summary: Market seemed to have resume appetite in both A-shares and Hong Kong listed stocks alike when discount valuations give way to investors for bargain purchase. IPO market on the other hand extended its muted tone from July on the backdrop of escalating political tension in the city, with Alibaba giving a second thought of the timing of its Hong Kong listing.