JST Group (6687 HK): Valuation Insights
In this note, I present my forecasts and valuation. My analysis suggests that the IPO price is attractive in the context of the revenue growth.
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Asian Equities: Foreign Flows Come Roaring Back in September; India, ASEAN Still Getting Sold
​Fed's dovish outlook drives foreign flows back to Asia, with KR & TW leading the way while India sees continued selling. Indonesia bought,...
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Tactical Trading – Adding AI Infrastructure to the China Tech Trade
​HSTECH index showing increased momentum as market approaches Deepseek high. We look at some AI infrastructure beneficiaries
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Briefing. Oracle Outshines, OpenAI's $300bn Commitment, Largest Negative Labor Market Revision Si...
Bureau of Labor Statistics slashed nearly 1 million jobs, cooling labor market and moderating inflation data will be focus at next week's FOMC...
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MIT Report Claims 95% of GenAI Projects Fail. How Is This Possible?
The harsh reality is that integrating GenAI tools into existing workflows is time consuming, needs careful planning and likely best done with help...
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