April Themes and Thematic Portfolio Review
We review overall market performance, our investment themes, highlighting additions and substractions in the thematic portfolio.
1.3k Views
What's up with Hong Kong? Bull Market Dude!
​China's stronger economic data is catching investors' attention, signalling a shift in sentiment and highlighting opportunities in economically...
611 Views
Primer: China Bluechemical Ltd H (3983 HK) - Dec 2025
China Bluechemical is a leading state-owned enterprise in China's fertilizer and chemical sectors, with significant production capacities in...
154 Views
Overview #40 – Trouble in Paradise: Cracks in the AI Trade
A review of recent events/data impacting our investment themes and outlook. We look at the recent negative newsflow in the AI sector and potential...
789 Views
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...
233 Views