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...
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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
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
515 Views