HONG KONG ALPHA PORTFOLIO (August 2025)
Hong Kong Alpha portfolio gained 11.34% in October outperforming its benchmark and HK indexes. The portfolio's Sharpe ratio increased to 2.91 and...
568 Views
HONG KONG ALPHA PORTFOLIO (July 2025)
The Hong Kong Alpha portfolio outperformed its benchmark and all Hong Kong indexes in July. The portfolio achieved these results while increasing...
693 Views
Hong Kong Alpha Portfolio (June 2025)
The Hong Kong Alpha portfolio has significantly outperformed the Hong Kong indexes in June and since inception. Outperformance range is 17% to 23%...
457 Views
China & HK Strategy: Stocks Exposed to the US and Higher Tariffs
With the Trump administration announcing global reciprocal tariffs, even companies with manufacturing presence in other countries will suffer...
1.2k Views
CX Daily: The Power Grid’s Solar and Wind Problem
Energy / Caixin Explains: The power grid’s solar and wind problem As of August, China’s wind and solar farms had a combined installed capacity of...
394 Views