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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Quiddity Leaderboard HSCEI Dec26: Final Ranks; Two ADDs/DELs Likely; One Change to Expectation
Expected DELs Postal Savings Bank (1658 HK) and Shenzhou International (2313 HK) could have 1.7x ADV (~US$45mn) and 0.7x ADV to sell (~US$21mn)...
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BUY/SELL/HOLD: Hong Kong Market Update (5/27/26)
The Hong Kong market continues to trade sideways, with pockets of AI-themed stocks surging. IPO activity remains robust in the technology sector.
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This Week in AI (May 17-23): OpenAI Files for IPO; Anthropic Posts First Profit; Nvidia Reports Q1
This week in AI: OpenAI filed for IPO; Anthropic's first profitable quarter; Nvidia guided without China data-center revenue.
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AI Sustainability: East Profits. West Burns.
Chinese AI companies like are profitable and generate real cash from AI, while Western AI compute costs now exceed human payroll, making Chinese...
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