Aequitas: GenFleet Therapeutics IPO Lockup - Over 50% Is Owned by Pre-IPO Investors, CCASS Movement
Genfleet Therapeutics (2595 HK) (GFT) raised around US$240m in its Hong Kong IPO in September 2025. The lockup on its pre-IPO investors is set to...
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GEMWeekly (18 Oct 2024): Further Chinese Stimulus; China Macro Data; TSMC, Alibaba, Baidu
The Global Emerging Markets Weekly summarises the key news and related developments impacting the largest countries and constituents of the Global...
452 Views
GEMWeekly (11 Oct 2024): China NDRC Underwhelms; South Korea Macro; Tencent, Baidu, Samsung
The Global Emerging Markets Weekly summarises the key news and related developments impacting the largest countries and constituents of the Global...
608 Views
HK/China: THE BIG SHORT (SQUEEZE)
Even though HK/China tech names have surged, short positions have not covered. The large underweight position in HK/China by international funds...
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Hong Kong: The Glass Is Half Full, Time to BUY Beta
The Hang Seng Tech Index has risen 50% since we published our report at in April. As stated in the insight, the performance of the tech sector in...
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