HKT-SS waiting for a dip to buy | Tang Niu

The situation in the Middle East remains tense. Although U.S. President Trump has repeatedly stated that the U.S.-Iran conflict will soon end and even claimed victory, the data does not lie. After a drop, oil prices surged again, surpassing the $100 mark, reflecting the tensions in the Strait of Hormuz. At the same time, high oil prices are raising inflation expectations, increasing U.S. defense spending, and worsening the fiscal outlook, which is also pushing up long-term bond yields. Given the recent mixed U.S. economic data, which is not overwhelmingly strong, if this situation continues, the dilemma of either cutting interest rates (due to high inflation) or raising them (due to poor economic conditions) could lead to another round of adjustments in U.S. stocks. Current Dividend Yield 6.6 Cents In the Hong Kong stock market, with interest rates trending upward, high-yield stocks are facing the most pressure. Additionally, the recent accumulated gains have been significant. For those who have not yet entered the market, it may be wise to wait for a discounted period. For example, I have been waiting for Hong Kong Telecommunications (6823) to pull back. The current dividend yield is 6.6 cents, combined with a record of increasing dividends for several consecutive years, making it a good opportunity to buy on dips for both capital gains and dividends. Tang Niu Related articles: Earnings surprise stocks expect increased dividends | Tang Niu fb: https://www.fb.com/tongcow88 IG: https://instagram.com/tongcow_88 YouTube: https://www.youtube.com/channel/UCLwEpfQ6w1d-MUVlAS86QcQ Threads: https://www.threads.net/@tongcow_88 This column is published every Monday and Wednesday