Short Hong Kong Real Estate? Short Hong Kong?

 Beijing wants HK real estate prices to come down to placate the young Hong Kongers.

 Beijing will manage a gradual decline in HK real estate prices.

 Beijing doesn’t need Hong Kong anymore.

 Beijing needs Hong Kong to quietly fade away into a footnote of history.

 The gold rush is over.


www.macroESG.com #macroESG

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Short Hong Kong Real Estate? Short Hong Kong? Beijing wants HK real estate prices to come down to placate the young Hong Kongers. Beijing will manage a gradual decline in HK real estate prices. Beijing doesn’t need Hong Kong anymore. Beijing needs Hong Kong to quietly fade away into a footnote of history. The gold rush is over. www.macroESG.com #macroESG --- Send in a voice message: https://anchor.fm/macro-esg/message

Short Hong Kong Real Estate? Short Hong Kong?

We analyze the risks of markets, politics, and technology for a sustainable future. 

We generate actionable ideas with clear risk reward and position size.

We have a solid track record of forecasting major change, such as Biden’s election and its implications, China’s yuan rally, plus the crude oil and Covid crashes.

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We analyze the risks of markets, politics, and technology for a sustainable future. We generate actionable ideas with clear risk reward and position size. We have a solid track record of forecasting major change, such as Biden’s election and its implications, China’s yuan rally, plus the crude oil and Covid crashes.

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Short Hong Kong Real Estate? Short Hong Kong?

Short Hong Kong Real Estate? Short Hong Kong?