Asian Equities: What's Being Discounted Now, After the Carnage?
Asia's equity volatility is driven by its reliance on ME energy. Top worries are about input shortages & demand destruction. Safe havens: Energy,...
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WEEKLY Tactical Recap | Asymmetric Setup: CATL, Advantest Corp, Tokyo Electron, Zijin Mining, NIFTY
Weekly Macro Tactical Recap | Asymmetric Setups - Quantitative models tracking momentum extremes across Asian/Global equities and commodities to...
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HK Short Interest Weekly: Zijin Gold Intl, Alibaba, CCB, Trip.Com, Meituan, BOC, Wuxi Apptec
We analyzed the latest HK SFC report for aggregate short position as of Sep 25th and highlight short interest changes in Zijin Gold Intl (2259 HK),...
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CX Daily: How a Lakeside Banquet Reinforced Confidence in Baolide Among China’s Tech Elite
TOP STORIES In Depth: How a Lakeside Banquet Reinforced Confidence in Baolide Among China’s Tech Elite On a summer evening in July 2022, a group...
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Outlook 2026: Fiscal Expansion + Monetary Divergence + Robust AI + Ebbing USD = Resilient Asia
As we enter 2026, it's worthwhile recalling our '26 themes - fiscal stimuli in DM, ongoing geopolitical tensions (driving defense expenditure),...
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