Buy H.K Companies That Benefit From 'New Normal': Mirae

The video discusses the impact of Hong Kong's security law on the market, emphasizing the importance of investing in domestic Chinese companies. It highlights the influence of US-China relations on investments and the performance of a growth equity fund. The discussion also covers opportunities in infrastructure and value investments, comparing defensive growth and value strategies amid global economic uncertainties.

What is the primary focus of investors regarding the new security law in Hong Kong?

• The effect on tourism

• The response from the US

• The immediate economic impact

• The predictability of the market

Why does the investment strategy focus on domestic consumption in China?

• To capitalize on international trade

• Due to high tourism rates

• To increase exposure to Hong Kong

• Because of the twin impacts of social unrest and coronavirus

Which sectors have contributed to the growth equity fund's success?

• Education and internet software

• Healthcare and pharmaceuticals

• Automotive and manufacturing

• Real estate and tourism

What is the current market focus due to the global economic situation?

• High-risk investments

• Defensive growth and earnings visibility

• Real estate development

• Short-term trading

What is the government's role in stimulating the infrastructure sector in China?

• Reducing taxes on imports

• Stimulating key sectors to kick start the economy post-COVID

• Providing subsidies for tourism

• Increasing foreign investments

What is the current investor sentiment towards value investing?

• It is considered too risky

• It has been largely ignored

• It is outperforming growth investing

• It is the primary focus

When might value investing start to perform better?

• When the US lifts trade sanctions

• When there is positive news on a vaccine

• When Hong Kong's domestic demand increases

• When tourism fully recovers