Technically Speaking Breakouts & Breakdowns - HONG KONG (May 2026)
The Hong Kong market has been range-trading over the last month, with pockets of strength in the AI-related sectors. Korea and Taiwan markets are...
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HONG KONG ALPHA PORTFOLIO: (April 2026)
The Hong Kong Alpha portfolio posted a -0.5% return for April. Since its inception, the HK Alpha portfolio has outperformed the HK indexes by...
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HONG KONG ALPHA PORTFOLIO: (March 2026)
Guoquan Food announced that management sold a 4.74% stake at a discounted price of $3.8 to boost the liquidity of the shares. We viewed the move...
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OIL: When a Short-Term Spike Becomes Long-Term Reality
So far, global markets remain optimistic that the damage from the war in Iran will be repaired relatively soon; however, that will change as the...
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HONG KONG ALPHA PORTFOLIO: (December 2025)
We have made several mid-month adjustments to the portfolio. We sold Sinofert (297), ENN Energy (2688) and Power Assets (6). We added positions in...
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