Primer: Agricultural Bank of China (1288 HK) - Aug 2026
Unique Franchise in Rural and County Areas: ABC's strategic focus on "Sannong"(agriculture, rural areas, and farmers) and its unparalleled...
100 Views
Will Recent US Announcements Derail the HK/China Bull Market?
Reevaluating the bullish stance on HK-listed China stocks amid potential shifts in US/China relations and uncertainty about Trump's willingness to...
482 Views
China Macro: Sector Positioning Update
Sector positioning among active China Funds. Industrials and Consumer Staples Remain Top Overweights, Energy shows signs of a turnaround, whilst...
623 Views
Curator's Cut: Arbs Go A-H, Copper Plays & China's Property Pulse
In this cut, we explore A-H share trading dynamics, consider copper market dynamics and plays, and China's bottoming/stabilizing real estate market.
696 Views
Syngenta (先正达) Pre-IPO: What We Know Despite the Confidential Filing
Syngenta has reportedly filed confidentially for a USD5bn Hong Kong listing. We examine its past listing attempt, financials, industry and...
131 Views