Living in Hong Kong, I am seeing the protests re-emerge literally outside my flat. I do believe this will have a continued impact on tourism here in the S.A.R.; notably from Mainland Chinese.
HK Tourism
I believe the move which began on 8 OCT is a result of the "Phase 1 of the Trade Deal." ( same day as Trump started it ). While I believe greater "USA election related progress" will be made on that front, the protests are not stopping & have been / exp. to continue to have a direct impact on this particular equity.
As of now, this ~3 month retracement represents a ~1.5 standard deviation from the mean looking back on the past 20 Yrs. Further relevant items below:
Would love to hear any / all comments & suggestions; notably on the Target / Time Horizon albeit any / all would be appreciated.
Cheers.
HK Tourism
I believe the move which began on 8 OCT is a result of the "Phase 1 of the Trade Deal." ( same day as Trump started it ). While I believe greater "USA election related progress" will be made on that front, the protests are not stopping & have been / exp. to continue to have a direct impact on this particular equity.
As of now, this ~3 month retracement represents a ~1.5 standard deviation from the mean looking back on the past 20 Yrs. Further relevant items below:
Would love to hear any / all comments & suggestions; notably on the Target / Time Horizon albeit any / all would be appreciated.
Cheers.