Sovereign AI. National Strategic Imperative, FOMO Or Both?
In general AI infrastructure, the US is outspending China six to one in 2025. Could one be spending too much and the other spending too little?...
346 Views
Cheap Vs. Rich Volatility: Diverging Signals Across Alibaba (9988 HK), Tencent (700 HK) & The HSI
Volatility cones reveal contrasting signals — Alibaba’s IV stays rich, Tencent trades nearly cheap, and the Hang Seng Index shows low IV,...
1.3k Views
ECM Weekly (6 October 2025)- Zijin, Myungin, Pateo,Tekscend, Tata Capital, LG India, WeWork, Impact
Aequitas Research's weekly update on the IPOs, placements, lockup expiry and other ECM linked events that were covered by the team over the past week.
436 Views
Chow Tai Fook (1929 HK): A Lot Has Been Priced In
CTF is a top-performing HSI constituent YTD, but with low dividend yield and high valuations, it may be time to sell. Recovery in HK jewellery...
295 Views
BUY/SELL/HOLD: Hong Kong Market Update (October 5)
Materials, Healthcare and Tech sectors continue to lead the Hong Kong Secular Bull Market higher. The tech sector has been re-rating since Alibaba...
524 Views