2026 High Conviction Idea: Our Basket of Commodity Equities Will Outperform Broad Equity Indices
Why a basket of commodity producers provide a good risk reward for any portfolio looking to get a real return. Underowned and unloved!
853 Views
The Heat Is On: News Flow and Sentiment in CHINA / HONG KONG (November 27)
Hong Kong market continues to consolidate during the early stage of its Secular Bull Market. Strength and momentum indicators show further...
517 Views
HONG KONG ALPHA PORTFOLIO: (October 2025)
We made mid-month adjustments to the portfolio due to sudden re-escalation of tensions with the US & concurrent sectoral de-rating. Several...
861 Views
A-H Premium Weekly (Sep 25th): Innocare Pharma, Vgt, ABC, Yofc
We analyzed A-H premium changes in the past week and highlight A-H premium changes for Innocare Pharma, Victory Giant Technology, ABC, Yofc.
96 Views
Q4 Outlook for Our Investment Themes
A review of the performance of how our major investment themes have performed in 2025 and our outlook for Q4 and beyond.
566 Views