HONG KONG ALPHA PORTFOLIO (May 2025)
The Hong Kong Alpha portfolio underperformed its benchmark in May by 3%, however it has outperformed Hong Kong indexes by 3 to 19% since its launch...
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HONG KONG ALPHA PORTFOLIO (April 2025)
The Hong Kong Alpha portfolio underperformed its benchmark index during April by 1.1%. Since its inception last year, the portfolio has...
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Hong Kong Connect Flows (Aug 23rd): Tencent, China Mobile
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Tencent (700 HK), China Mobile (941 HK).
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Solactive Global Uranium & Nuclear Components Index Rebalance: Two Adds & US$500m Trade
The changes for the Global Uranium & Nuclear Components Index will be implemented at the close tomorrow. There is a fair bit to trade on some...
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Paladin-Fission Merger Primed to Benefit from Rising Uranium Demand
Post-merger, Paladin will hold 544 million pounds of uranium resources and 157 million in ore reserves. Uranium futures prices rose 53.4% YoY, and...
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