CX Daily: Starbucks, Burger King Overhaul China Strategies
Restaurants /In Depth: Starbucks, Burger King Overhaul China Strategies Shipping /: China Launches 18-Day Arctic Shipping Route to Europe Amid...
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China Strategy: Interesting H-Share Securities Companies
H-share securities companies show strong performance and potential for earnings upgrades, with undemanding valuations. CICC, China Galaxy,...
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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...
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Overview #32 – International Money Starts to Flow to Chinese Domestic Markets
A review of recent events/data impacting our investment themes and outlook. We look at the Chinese breakout and laggards in the precious metal space
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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...
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