Strategic Global Advisors
country spotlights

China, on track to be fully merged with Hong Kong in 2047, is poised to overtake the U.S. as the globe’s largest economy. Or is it? Investors who want to explore this as an investment opportunity need to understand not just the Chinese economy, but the market mechanics of China and Hong Kong and what type of access they offer. As China travels the road to world leader status we examine whether investors are welcome to join in the journey. The Chinese and Hong Kong governments are significant owners in most Chinese and Hong Kong stocks. Those that partner with these governments by owning stocks of companies based in China and Hong Kong should expect a bumpy ride impacted by politics, currency risk, and a changing investment landscape.

China and Hong Kong Country Spotlight Video

China and Hong Kong Whitepaper

We also invite you to read SGA’s companion white paper which dives even deeper into the history, background and mechanics of the Chinese and Hong Kong markets.
Click here to read the Country Spotlight White Paper

China and Hong Kong SGA Model Research Paper

Finally, we examine the effectiveness of SGA’s alpha model as applied to Chinese and Hong Kong stocks that trade in Hong Kong.
Click here to read the SGA Stock Selection Model Performance analysis

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Strategic Global Advisors