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.
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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.
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Overview #33 Ignore the Noise, Follow the Money: China’s Next Leg Higher
A review of recent events/data impacting our investment themes and outlook. We look at the Chinese breakout and laggards in the material sector
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Trump Wins - Do Farmers Lose?
Trump Wins - Do Farmers Lose? Trump won another presidency. In a landslide win, the Republicans secured even both houses - the White House and the...
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State Companies’ Rush to Clean Energy Sparks Bubble Fears
China’s largest state-owned companies have poured hundreds of billions of yuan into wind and solar power projects, putting the country on course...
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