I would lean towards buying China exposure through HK stocks listed locally or via SGX SDRs depending on ease and capital efficiency. HK SDRs offer a lower minimum investment, simpler access in SGD, and avoid cross-border complexities compared to directly buying HK shares. This makes them appealing for retail investors seeking bite-sized exposure to major China plays like Alibaba, Tencent, and BYD. For long-term bullishness, LEAP calls on HK names could also be attractive to leverage strong growth prospects, especially given recent strong inflows and positive outlooks from Goldman Sachs and Standard Chartered. However, LEAP calls carry higher risk and require careful timing and market conviction. Using a mix of HK SDRs for core exposure and selective LEAPS for upside could be a balanced approach. Overall, the growing popularity and liquidity of HK SDRs on SGX provides a versatile way to ride China’s recovery without higher direct trading costs or complexity.
@linkoog @koolgal
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