Hao HONG 洪灝, CFA(@HAOHONG_CFA):We are staying defensive in this Mideast turmoil. Reward doesn’t justify the risk. We continue to like high dividend payout names and sectors that have been relatively underperforming in the past few months. Rising dollar and falling liquidity conditions will continue to affect risk assets.

Hao HONG 洪灝, CFA

@HAOHONG_CFA

Person of the Year-Bloomberg BW;3xChina’s Most Influential Economist;3xEconomist of the Year-Asia Private Banker;“The man called China’s boom & bust”-Bloomberg

Joined May 2009

930 Following 352.1K Followers

Hao HONG 洪灝, CFA@HAOHONG_CFA

2026.03.25 00:02

We are staying defensive in this Mideast turmoil. Reward doesn’t justify the risk. We continue to like high dividend payout names and sectors that have been relatively underperforming in the past few months. Rising dollar and falling liquidity conditions will continue to affect risk assets.