Primer: China Gold International Resources (2099 HK) - Aug 2026
Dual-Commodity Exposure with Large-Scale Assets: China Gold International Resources operates two large-scale mines in China: the CSH Gold Mine...
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China Equities: Relative Upside in Offshore Vs. Onshore Stocks
Offshore China is improving relative to onshore China. We anticipate a re-ratings cycle and selected a basket of offshore stocks for active returns.
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Federal Reserve Signals “Victory” over Inflation Setting the Stage for the Next Round of Inflation
The Federal Reserve plans to cut rates three times in 2024 and a total of 175bps by end 2025, keeping policy accommodative. BOJ remains loose....
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HONG KONG ALPHA PORTFOLIO - Introduction
We have launched a Hong Kong portfolio with the aim to outperform HK indexes and generate alpha. Stocks are chosen from those highlighted in our...
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Primer: China Gold International Resources Corp Ltd. (CGG CN) - Apr 2026
China Gold International Resources (CGG) is a gold and base metal producer with two key operating mines in China: the CSH Gold Mine and the...
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