'Overweight' Cash, Reyl's Liew Says

The video discusses the current investor sentiment towards Hong Kong, highlighting that some investors are considering buying undervalued stocks despite concerns about the Hong Kong dollar's stability. It also explores the strategy of holding cash due to favorable U.S. dollar rates compared to long-term bonds, suggesting a cautious approach to re-entering the market.

What is the current sentiment among some investors regarding Hong Kong stocks?

• They are avoiding Hong Kong stocks due to high prices.

• They are interested in buying undervalued Hong Kong stocks.

• They believe Hong Kong stocks are overvalued.

• They are indifferent to Hong Kong market conditions.

What potential risk is associated with the Hong Kong dollar according to the discussion?

• It will be replaced by the U.S. dollar.

• It will remain stable without any changes.

• It could be pegged or devalued due to prolonged pressure.

• It might become the strongest currency in Asia.

How do some investors plan to make money while holding cash?

• By investing in high-risk stocks.

• By converting cash to cryptocurrencies.

• By keeping cash in U.S. dollar accounts with favorable interest rates.

• By investing in long-term bonds.

What is the suggested cash holding percentage for a conservative portfolio?

• 10% to 20%

• 30% to 40%

• 50% to 60%

• 70% to 80%

Why might some investors choose to overweight cash and underweight equities?

• Due to the high interest rates on U.S. dollar accounts compared to bonds.

• Due to the low interest rates on U.S. dollar accounts.

• Because equities are expected to outperform cash.

• Because cash is considered a high-risk investment.