HONG KONG ALPHA PORTFOLIO: (June 2026)
At mid-month, we note that pc makers are passing on higher chip and component costs to consumers. For this reason, we sold our positions in Lenovo...
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HONG KONG ALPHA PORTFOLIO: (May 2026)
The Hong Kong Alpha portfolio gained 9.7% in May, outperforming its benchmark by 10.57%. The portfolio has outperformed Hong Kong indexes by 57%...
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HONG KONG ALPHA PORTFOLIO: (April 2026)
The Hong Kong Alpha portfolio posted a -0.5% return for April. Since its inception, the HK Alpha portfolio has outperformed the HK indexes by...
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The Heat Is On: News Flow and Sentiment in CHINA / HONG KONG (February 22)
Hong Kong had a strong January performance which saw a continuation of material sector outperformance. China saw ETF outflows as the National Team...
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HK Connect Flows Weekly (Aug 14th): Minimax, Alibaba, Tencent, Meituan, AIA, China Life, Xiaomi
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Minimax, Alibaba, Tencent, Meituan, AIA, China Life,...
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