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![chanbrain833 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1881662642512953344.png) Brain Chan [@chanbrain833](/creator/twitter/chanbrain833) on x XXX followers
Created: 2025-07-18 06:15:29 UTC

Mid‑2025: HK GDP ~3.1%, inflation ~2%, Hang Seng +24% fueled by US$90 bn mainland inflows. Strategy: overweight HK/China tech & financials, barbell bond portfolio (HKD + EM/RMB), tactical FX hedging. Oil & gold plays during geopolitical noise. Thoughts?

![](https://pbs.twimg.com/media/GwHn2AnXsAAJ2iS.jpg)

XX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1946091436803555711/c:line.svg)

**Related Topics**
[hedging](/topic/hedging)
[hong kong dollar](/topic/hong-kong-dollar)
[$90bn](/topic/$90bn)
[hang seng](/topic/hang-seng)
[inflation](/topic/inflation)
[gdp](/topic/gdp)

[Post Link](https://x.com/chanbrain833/status/1946091436803555711)