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Lebanon's Ministry of Health: Since March 2, Israeli attacks on Lebanon have resulted in at least 4,335 deaths and 12,277 injuries.
2026-08-09
Lebanon's Ministry of Health: Since March 2, Israeli attacks on Lebanon have resulted in at least 4,335 deaths and 12,277 injuries.
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2026-08-09
Yemeni government condemns Houthi militants' terrorist attack on Mocha port.
Yemeni government condemns Houthi militants' terrorist attack on Mocha port.
2026-08-09
CITIC Securities says the Hang Seng Composite Index has seen an earnings-expectations reversal over the past month; interim results beats and positive profit guidance have driven upward revisions to full-year earnings. The Hang Seng TECH index is lag
CITIC Securities says the Hang Seng Composite Index has seen an earnings-expectations reversal over the past month; interim results beats and positive profit guidance have driven upward revisions to full-year earnings. The Hang Seng TECH index is lagging, hit by divergent passenger-car profitability and higher capex at leading internet platforms that compress near-term margins. Sector outlook: upgrades for healthcare (CXO and large-cap pharma), financials (broker asset management and insurers), utilities and cyclical transport; downgrades for consumer, property and information technology. Flow pattern is two-pronged: capital rotating into oversold low-base sectors while momentum trades target names with strong earnings trajectories. Against a dense earnings calendar and global macro volatility, the firm favors a dividend-defense plus growth-optionalilty barbell: defensive allocation to high-dividend, low-beta, bond-like stocks; offensive exposure to internet giants, robotics and biotech benefiting from two-way capital flows, and tech hardware/AI applications, with selective positions in innovative drugs and industrial metals for near-term catalysts.
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