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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HONG KONG ALPHA PORTFOLIO: (March 2026)
Guoquan Food announced that management sold a 4.74% stake at a discounted price of $3.8 to boost the liquidity of the shares. We viewed the move...
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HONG KONG ALPHA PORTFOLIO: (February 2026)
The war, which launched at the beginning of the month, is now into its second week and its economic effects are being reflected in global markets....
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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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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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