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Heading into 2022, the themes to watch in the Hong Kong market include easing regulatory concerns on tech blue chips, policies supportive of renewable energy, property developers passing their toughest period, and the interest rate upcycle.
The Hong Kong market offers attractive valuations with good risk reward. As the market offers unique secular growth listed companies that are hard to ignore, we believe risk appetite will improve.
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Renewable energy
China's carbon neutrality goals, along with announcements of more aggressive expansion of production capacity for alternative energy, like solar and wind power, bode well for the renewable energy sector.
The renewable energy sector is expected to be one of the most policy-supported sectors moving forward. Our top picks are Xinjiang Goldwind and Flat Glass Group.
Property sector
China's physical market is showing signs of cooling and a stronger-than-expected turn in policy direction. Our property analyst believes the sector should have passed its toughest period.
We prefer developers that can replenish sufficient land resources under the current operating environment, and spend more to acquire land with better margins and deliver presales outperformance, such as Country Garden and Country Garden Services.
Financials
We continue to like banks and insurers, which are likely to benefit from the highly anticipated interest rate hike in the second half of 2022.
Chinese banks are relatively safe from regulation given most of them are state owned. Our top picks are AIA, Bank of China HK, China Merchants Bank, and Ping An Insurance.
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