Stella International: A Beneficiary of Reshoring
Stella's 1H 2024 profit surged by 54% as its cash balance doubles. Margins expanded as revenue increased by 7.5%. The Board approved an increase...
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HONG KONG ALPHA PORTFOLIO: (February 2026)
The war, which launched at the beginning of the month, is now into its second week and its economic effects are being reflected in global markets....
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HONG KONG ALPHA PORTFOLIO: (November 2025)
We made small changes to the HK Alpha portfolio mid-month. At the close on 12/12 we sold all of First Pacific (142 HK) and added 2% to our...
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HONG KONG ALPHA PORTFOLIO: (October 2025)
We made mid-month adjustments to the portfolio due to sudden re-escalation of tensions with the US & concurrent sectoral de-rating. Several...
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CHINA HOUSEHOLD CONSUMPTION: Unlocking Growth Potential in Five-Year Plan
China has announced that it will significantly boost the share of domestic consumption in its next five years, while maintaining tech and...
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