Materials - Tight uranium supply continues to support a multi-year upcycle; Positive on CGN Mining
The analysis implies that uranium pricing will be wellsupported by the tight supply that could last longer-than-expected, which reaffirms our...
260 Views
Overview #36 - AI Hype, Mineral Might, and the Nuclear Revival
A review of recent events/data impacting our investment themes and outlook. We look at recent news impacting commodities
427 Views
HK Connect Flows Weekly (Sep 19th): Alibaba, Beigene, China Pacific Insurance
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Alibaba, Beigene, China Pacific Insurance, Duality...
581 Views
HK Connect Flows Weekly (Sep 5th): Alibaba, Ping An Insurance, Xiaomi, Tencent, Pop Mart Intl
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Alibaba (9988 HK), Ping An Insurance (2318 HK), Xiaomi...
607 Views
HONG KONG ALPHA PORTFOLIO (August 2025)
Hong Kong Alpha portfolio gained 11.34% in October outperforming its benchmark and HK indexes. The portfolio's Sharpe ratio increased to 2.91 and...
459 Views