Overview #31 - China Breaks Out and the USD Has Its Moment
A review of recent events/data impacting our investment themes and outlook. We look at the Dollar bear market rally and the domestic Chinese market.
420 Views
Investors Have that “Oh Sh#t Moment” - Part 1: Hong Kong Strategy
​Investors in US markets face a sudden realization, with Hong Kong Tech most vulnerable as profit-taking occurs. Our alternative sector selection...
515 Views
Consumer Stocks - Waiting to Catch a Fire
Budweiser Asia Pacific (1876.HK) is up 12% today as earnings are slightly less worse than expected and the dividend is increased. This confirms our...
731 Views
Timing the Entry into the Insurance Sector for the Next Phase of the HK/China Bull Market
​Analysis of sectors favored for the upcoming phase of the HK/China bull market, with a focus on insurers as a lower volatility option and a tip to...
408 Views
Insurance Sector as a Leveraged Play on the Chinese Revival
​Chinese stocks in a cyclical bull market offer a promising opportunity especially in the insurance sector due to a reversal of trends and a low...
467 Views