A-H Premium Weekly (Oct 31st): Sinotrans, Jiangxi Copper, Everbright Securities
We analyzed A-H premium changes in the past week and highlight A-H premium changes for Sinotrans, Jiangxi Copper, Everbright Securities, Guangzhou...
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Hong Kong Connect Flows (August): $18bn Inflows
We estimate inflows into HK via southbound trade were $18bn in August, at four month high. We highlight inflows for Alibaba, Tencent, Meituan, and...
331 Views
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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HONG KONG ALPHA PORTFOLIO (July 2025)
The Hong Kong Alpha portfolio outperformed its benchmark and all Hong Kong indexes in July. The portfolio achieved these results while increasing...
544 Views