Quarterly Outlook
Investor Outlook: Beyond American shores – why diversification is your strongest ally
Jacob Falkencrone
Global Head of Investment Strategy
Summary: October was an active month for public listing but not all IPO candidates managed to gain in valuation with substantial headwind from several fronts. Stock Connect activities managed to exhibit sustained demand from both north and south despite clouded outlook. Apparently, equities in Hong Kong and China are well suited to withstand challenge of time.
Northbound Trading
Q3 Macro Outlook: Less chaos, and hopefully a bit more clarity