UBS Equities-Hong Kong Strategy _After 20 rally, whats next_ Chan-108367156

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📄 文件全名: 《UBS Equities-Hong Kong Strategy _After 20 rally, whats next_ Chan-108367156.pdf》
🎯 适合读者: 战略规划行业研究员
📊 核心数据: After 20% rally, what's next?
Over the past two months, MSCI HK and HSI have rallied strongly, up 19-20% from their
15%. At the same time, interest rates are likely to stay high. UBS economists expect only
downgrades, consensus expects only a modest 4% growth in MSCI HK earnings for
2024, undershooting the UBS forecast of 8%. Also, proof of the effectiveness of recent
🏷️ 核心议题: #REITs#REIT

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报告摘要

Global Research and Evidence Lab After 20% rally, what's next? Mean reversion of equity risk premium; earnings revision stabilising

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《UBS Equities-Hong Kong Strategy _After 20 rally, whats next_ Chan-108367156》主要包含哪些内容?

Global Research and Evidence Lab After 20% rally, what's next? Mean reversion of equity risk premium; earnings revision stabilising核心数据:After 20% rally, what's next?;Over the past two months, MSCI HK and HSI have rallied strongly, up 19-20% from their;15%. At the same time, interest rates are likely to stay high. UBS economists expect only。

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