The Bank of East Asia

Wealth Management

Stay updated with latest market and industry insights

BEA FinTalk August (Part 2)NEW!

20 August 2025

Key Takeaways

  • The first phase of the hydropower project drives the construction sector, with leading cement and heavy machinery companies benefiting first
  • The renewable energy sector emerges in later phases, thus leading companies with technical advantages and market dominance showing long-term potential
  • Urbanization policies speed up old district redevelopment, but investors must cautiously select stocks in the real estate and infrastructure sectors.

 

Episodes:

                                                                

BEA FinTalk Aug (Part 1)

12 August 2025

 

BEA Wise Q3

29 July 2025

Disclaimer and Important Notice (Click the arrow to expand)

Show More Market Outlook Disclaimer