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15 handpicked stocks

Global Banks Asian Wealth | Strategic Investment Theme

HSBC's latest earnings revealed a profit dip but also a strategic revenue boost from its focus on wealth management and Asian markets. This pivot highlights a broader opportunity for investment in global banks that are strategically targeting high-growth regions and wealth services.

Author avatar

Han Tan | Market Analyst

Published on October 28

Your Basket's Financial Footprint

Total market cap and breakdown for the Global Banks' Asian Wealth Pivot basket.

Key Takeaways for Investors:
  • Large-cap dominance generally reduces volatility, offering more stable, lower-risk returns versus small-cap, high-growth baskets.
  • Suited as a core holding for diversified portfolios, providing broad market exposure rather than speculative upside.
  • Expect steady, long-term value appreciation; don’t anticipate explosive, short-term gains.
Total Market Cap
  • HSBC: $229.86B

  • UBS: $129.18B

  • HDB: $175.47B

  • Other

About This Group of Stocks

1

Our Expert Thinking

HSBC's recent earnings beat expectations despite profit challenges, revealing a successful strategic shift towards Asian wealth management. This signals a broader opportunity for global banks that are repositioning themselves to capture growth from Asia's expanding wealthy population and increasing demand for sophisticated financial services.

2

What You Need to Know

These are established global financial institutions with strong operational footprints in Asia or robust wealth management platforms. They're divesting from non-core assets to focus on high-growth regions where middle and upper classes are rapidly expanding, creating significant revenue opportunities.

3

Why These Stocks

Each bank was handpicked by professional analysts for their strategic positioning in Asian markets or wealth management services. They represent institutions that are well-positioned to capitalise on one of the world's fastest-growing wealth pools, potentially driving future revenue and earnings growth.

Why You'll Want to Watch These Stocks

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Asia's Wealth Boom

Asia's rapidly expanding middle and upper classes are creating unprecedented demand for sophisticated wealth management services. These banks are positioned right at the centre of this massive growth opportunity.

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Strategic Revenue Shift

HSBC's recent earnings showed how focusing on wealth management can drive revenue growth even during challenging times. Other global banks following this playbook could see similar success.

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Expert-Curated Selection

These aren't random financial stocks - they're carefully chosen institutions with proven Asian market presence or established wealth management platforms, handpicked by professional analysts.

Get the full story on this Basket. Read our detailed article on its risks and potential.

Read Full Insight

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