Tactical Trading – Increasing Hong Kong Exposure
Now is an opportune time to increase investments in the Hong Kong market, as various factors are aligning to propel the index upward. We discuss...
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BUY/SELL/HOLD: Hong Kong Market Update (January 10)
The Hong Kong market has shown increased momentum so far in 2026, testing the top of its trading range at 27000. The materials sector continues to...
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Aequitas: Moore Threads Technology A/H Listing - Peer Comparison and Thoughts on Valuations
Moore Threads Technology (688795 CH), a domestic GPU producer, aims to raise over >US$1bn in its H-share listing. In this note, we undertake a peer...
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Breaking the Range: EM Reclaims Attention in Global Portfolios
EM allocations are breaking out in Global portfolios, led by Taiwan and China & HK. Underweights are narrowing, but exposure remains...
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CX Daily: China Should Launch Property Tax at ‘Appropriate Time,’ Ex-Finance Chief Says
TOP STORY China Should Launch Property Tax at ‘Appropriate Time,’ Ex-Finance Chief Says A nationwide property tax, though difficult to implement...
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