Concerns Mounting as MSCI ACWI Tests Base Support. Buys in Tech, Services, Financials, Healthcare
Concerns Mounting as MSCI $ACWI Tests Base Support. Actionable Themes: Technology, Services, Financials, and Health Care
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Primer: China Construction Bank (939 HK) - Aug 2026
Dominant Market Position with Government Backing: As one of China's 'Big Four' state-owned banks, China Construction Bank (CCB) benefits from a...
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Asian Equities: Valuation Mean Reversion Done for Some Markets, Not for Others
All Asian market valuations barring TW are near or below long-term mean. KR and CN seem set to rerate. HK and India could remain depressed as long...
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Will Recent US Announcements Derail the HK/China Bull Market?
​Reevaluating the bullish stance on HK-listed China stocks amid potential shifts in US/China relations and uncertainty about Trump's willingness to...
482 Views
China Macro: Sector Positioning Update
Sector positioning among active China Funds. Industrials and Consumer Staples Remain Top Overweights, Energy shows signs of a turnaround, whilst...
623 Views