In a rare reversal of global market performance, investors are witnessing a significant rally in Hong Kong’s stock market amid a dramatic shift in AI narrative. How much of this optimism can be sustained?

On the same note, how might Hong Kong’s stock exchange’s plans to lower the threshold for investors to buy some of the city’s most expensive stocks uplift liquidity and the overall performance of the market? Dan Koh poses these questions and more to Homin Lee, Senior Macro Strategist, Lombard Odier.