Movements that happen in the United States and China have historically affected Hong Kong’s stock market. This volume explores how rising interest rates in the U.S. and China’s 20th National Congress could affect the Hang Seng Index and how EquitiesFirst’s solution can mitigate uncertainty.

The latest U.S. inflation data has led equity markets to expect a continued liquidity drought caused by forecasted elevated interest rates well into 2024. This volume explores how EquitiesFirst’s securities-based financing provides an innovative solution for investors to raise capital and diversify their portfolios while maintaining the upside potential of their core holdings.

Family offices are incorporating private debt into their investment strategies as they seek to diversify their portfolio with investments that are less correlated to the markets. This volume demonstrates how EquitiesFirst partners with family offices in various aspects to grow their AUM.

Higher interest rates caused by inflation create higher interest payments for floating rate borrowings and added pressure on assets including shares. Companies also need to offer higher rates to raise funds during inflation…

As the economy rebounded in 2021, small cap companies in Asia, which were more volatile, outperformed large companies in Asia. Despite small cap companies regaining credibility, traditional lenders limit their access to loans…

随着市场整固，不少已质押股票的股东可能会收到各自贷方的追加保证金通知，然而股东经常无法在规定的紧迫时间内补足资金。这报告将展示易峯的灵活性及创新性，为融资人提供一种无追索权的追加保证金机制。