TOS I usually refrain from convincing ppl to invest but since you contributed quite a lot to this forum, I thought I should also give you my 2¢.

I agree with what apathen said. If I were you, I'd open a trading acc in HK and keep at least one bank acc in HK. Once you leave, it's almost impossible to open. I still have my bank accounts in 2 european countries and my trading acc there is still active, even though I try not to use them nowadays. I'll never know maybe in the future, I might use them again.

I can't remember if it was Warren or Charlie, but it was said that time in the market is more important than timing the market. So, you should stay invested as early as possible. I wish I knew stock markets and investment when I was 18yo.

cubalagi

Sorry; I can't remember what you said, can you please remind me again? What's the difference between HSCEI and HSI ETF fund? I think it's 2828 and 2800? Which is better?

edit for more info: I was actually more interested in HK REITs. Since I'm focusing more on growth stocks in the US & Europe, I thought I should balance my portfolio with dividend stocks in HK & SG. But @Markdestiny said, HK Reit is not worth it...., so time to choose HSI/HSCEI?

This post has been edited by moosset: Feb 8 2020, 01:07 PM

HSI is 50 largest companies listed in HK. This includes HK companies like HSBC, HKEX and Chinese companies like Tencent, China Mobile.

HSCEI is 50 largest Chinese companies listed in HKEX. No HK companies like HSBC there. All just Chinese companies

Since I am bearish HK long term and bullish China long term, I prefer HSCEI over HSI.

ah, thanks! I thought I read somewhere before that there were overlapped. I must have confused with something else. They are both very different and makes me feel like an idiot now.

anyway, HSCEI is mostly reliant on CCP, no? it's mostly government controlled?

There are overlaps, many Chinese companies can be found in HSI. Probably about 70% overlap.And U could argue that everything in China is govt controlled in a way.

As a side note, the Chinese index that I like now is actually found in a Malaysian etf, the Affin Hwang one. It has both the US and HK listed Chinese companies in the consumer/new economy sector. With this, no need anymore to trade HKEX, unless I want to access to specific stocks or A shares ndex etfs.

Interesting to see market this week.

China slowly coming back to work. NCoV death has exceeded SARS, but infection rate seemed to have peaked last week in China. Will infection spike again..

Nope, there is no official news that the lockdown has been lifted so China is not slowly coming back to work, now postponed until early next month.

Also China's trade/economy data for Jan has been pushed to Feb, no 'visibility' ahead on the impacts for two months (but can expect not so positive data).

If the pandemic is under control, most probably we could expect the two months data in March earliest...anyway, the closure of one quarter in China being the key supplier would not bode well globally..

Looks like it..

https://www.cnbc.com/2020/02/10/some-factor...s-outbreak.html

will this affect HK REITs?

HONG KONG, Feb 12 - Some shopping mall landlords in Hong Kong, including Sun Hung Kai Properties, the city's largest property developer by value, are offering relief measures such as rental concession to their tenants during the coronavirus outbreak.

Sun Hung Kai Properties, who owns major malls in some of the local districts that host international fashion brands ranging from Coach to Zara, said on Wednesday it would reduce February rent by 30-50% for most of its tenants, in an effort to stabilize economy and protect employment.

https://www.todayonline.com/world/hks-sun-h...-retail-tenants

Some malls in HK has reduced rentals significantly to assist their tenants in view of the drastic drop in retail and also visitors to HK..so maybe affected, perhaps from short up to mid term if the virus pandemic is not resolved..

Hong Kong unveils stimulus package with cash handout

https://www.thestar.com.my/news/regional/20...th-cash-handout

Hmmm helicopter money drop...

Risk in mind now, will HKD-USD peg hold? Dire consequences if not..

HSI is currently breaking below 26, now 25!

so time for tracker fund and 10¢?

I am only stating what I am observing right now, it's not a call to buy the dip or any recommendation.

I have received All-Time Low triggers on HSBC in the last few trading sessions.

Hansel, yes I saw it is trading at its 3 yrs low, at less than 50, now 49ish...

Despite the virus, HK ppl still went out to protest recently

Hmm,... I saw the same phenomenon with Aussie banks when I invested into the ASX a few years ago. Kept dropping and dropping till today.

Yeah,... the protests,...

Yes indeed, Aussie Banks are not in good shape now too... Oz depends on China too much

Low oil price is actually a form of stimulus for China, being a net importer of oil. So can add this to all the other stimulus measures which are in place or going to be introduced.

This post has been edited by Cubalagi: Mar 9 2020, 03:42 PM

Sure when China recovers, its demand for oil will increase. Ironically, it's the reduction in demand from China which led to the OPEC negotiation.

Now, with both Saudi and Russia on all out price war, it's the test of fitness of survival for those affected especially smaller oil producing countries..