Overview # 28 – Capital Flows into Hard Assets Continue
A review of recent events/data impacting our investment themes and outlook. We look at the continued move up in inflation beneficiaries
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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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HK Connect Flows Weekly (Sep 18th): Knowledge Atlas, AIA, Innovent Bio, Beone Medicines, Cspc Pharma
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Knowledge Atlas (2513 HK), AIA (1299 HK), Innovent Bio...
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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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MV Global Uranium & Nuclear Energy/Infra Index Rebalance: Changes Lead to US$824m Trade
Boss Energy replaces Encore Energy in the NLR ETF. The round-trip trade across NLR and NUCL is US$824m. IsoEnergy's inclusion in the indices shifts...
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