The Heat Is On: News Flow and Sentiment in CHINA / HONG KONG (April 2026)
The Hong Kong market has bounced on the back of the "risk-on" trade in Asia following the Iran ceasefire. The energy sector has pulled back hard,...
306 Views
CHINA'S BATTERY SECTOR OUTLOOK: You're Either Positive or Negative!
CATL is considering an equity offering of up to $5B to accelerate its overseas capacity build-out and battery project deals, especially in energy...
1.6k Views
HONG KONG ALPHA PORTFOLIO: (October 2025)
We made mid-month adjustments to the portfolio due to sudden re-escalation of tensions with the US & concurrent sectoral de-rating. Several...
861 Views
Quiddity Leaderboard HSTECH Dec26: OLD Vs NEW Methodology; Mega Flows Possible
There could be several high-impact additions in December 2026 if the newly proposed methodology is implemented. The one-way flow could be around...
196 Views
US Battery and Solar Investments, One Year After, Part I
We view the US having a vigorous and healthy battery reshoring initiative. contributed by battery's relatively flat supply chain and the technology...
448 Views