Primer: Aluminum Corp Of China Adr (ACH US) - Aug 2026
As a state-owned enterprise, Aluminum Corporation of China (Chalco) is the largest aluminum producer in China and one of the largest in the...
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HONG KONG ALPHA PORTFOLIO: (January 2026)
At the end of January, we began to move out of materials and tech and into early cycle sectors. We continue with mid-month exposure adjustments: we...
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Citic Resource Holdings (1205.HK) - A Play on Oil and Coal Demand
This is a cheap underperformer in the commodity space. Leveraged to coal and oil, hence the underperformance. It has recently moved up due to the...
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HSI Dec 2026 Index Rebalance Forecast
We expect 4 mid-conviction ADDs with no DELETE, and Energy, Materials, Industrials, Conglomerates remains the most underweight industry group in...
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A-H Premium Weekly (Oct 9th): Innocare, Ganfenglithium, China East Air, Yofc
We analyzed A-H premium changes in the past week and highlight A-H premium changes for Innocare, Ganfenglithium, China East Air, Yofc.
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