CHINA HOUSEHOLD CONSUMPTION: Unlocking Growth Potential in Five-Year Plan
China has announced that it will significantly boost the share of domestic consumption in its next five years, while maintaining tech and...
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HK Strategy: Who Will Suffer the Most?
Trump's tariff threats and market uncertainty lead to a potential heavy sell-off in HK, with top-performing stocks like SMIC, Kuaishou, Alibaba,...
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The Heat Is On: News Flow and Sentiment in CHINA / HONG KONG (September 11)
HSTECH index is showing increasing strength as Hong Kong continues it Secular Bull Market. Continued strong market breadth indicates both...
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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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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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