Georges Elhedery

Intraregional trade in Asia is growing exponentially and will add 1.8% to the region's GDP on top of natural growth, benefiting countries like India, Vietnam, and Indonesia due to supply chain diversification and manufacturing shifts from trends like China plus one.

Intraregional trade in Asia is growing exponentially and will add 1.8% to the region's GDP on top of natural growth, benefiting countries like India, Vietnam, and Indonesia due to supply chain diversification and manufacturing shifts from trends like China plus one.

Intraregional trade in Asia is growing exponentially and will add 1.8% to the region's GDP on top of natural growth, benefiting countries like India, Vietnam, and Indonesia due to supply chain diversification and manufacturing shifts from trends like China plus one.

Intra-regional trade in Asia is growing exponentially, driven by supply chain diversification and resilience, adding 1.8% to regional GDP and benefiting specific countries like India, Vietnam, Indonesia, Thailand, and Malaysia through increased investment, employment, and growth.

Intra-regional trade in Asia is growing exponentially, driven by supply chain diversification and resilience, adding 1.8% to regional GDP and benefiting specific countries like India, Vietnam, Indonesia, Thailand, and Malaysia through increased investment, employment, and growth.

Buy the dip in broad equities as the recent sell-off due to geopolitical fears is overdone.

CEO states they are "confident in our ability to meet our upgraded targets," raised dividends by 14%, and sees Hong Kong commercial real estate showing "signs of normalization." The bank is aggressively returning capital to shareholders (dividends/buybacks) while the CEO calls the bottom on their biggest risk exposure (HK Real Estate). If the HK cycle turns, the stock re-rates higher. LONG (Yield + Turnaround play). Further deterioration in the Chinese economy or HK property market.