Wong: China, HK May Underperform US Stocks In 2H

The video discusses market trends, focusing on interest rates and currency movements. It highlights the economic challenges in China, particularly in the housing market, and explores investment opportunities in Hong Kong, emphasizing stocks like dilithium and JD.com. The video also compares upstream and midstream investment strategies.

What factors are contributing to the outflows in the market?

How does the interest rate differential affect Hong Kong's market?

What are the uncertainties in the housing markets in China?

What are the reasons for China's potential underperformance compared to the US?

Why is the speaker bullish on dilithium stocks?