2018_07_13 — “Hong Kong: Past, Present, Future”

Hong Kong: Past, Present, Future

Hong Kong: Past, Present, Future

  • Hong Kong, although officially a part of China, remains independently minded and governed, and has one of the highest GDPs in the world
  • China wants to integrate Hong Kong, yet preserve its value after its current governing system expires in the middle of the century
  • One path to integration would in the near term create a super region of over 35 million people that commingles Hong Kong and Macau with much more populous neighboring Chinese cities
  • The market is not expecting such a move, and stock and company valuations might drop precipitously on such an announcement, but long run this could be a positive

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Michael Ashley Schulman

Michael Ashley Schulman

Avid traveler and art fan, also Partner & Chief Investment Officer @Running Point Capital, a multifamily office and ultra high-net-worth money-management firm