Shortlist of High-Conviction Ideas Across Japan, China & India – September 2026
Strong Sales Volume for Maruti Suzuki in the month of September'26 - 236,013 units vs 189,665 units (24% YoY); Similarly for Ashok Leyland its 28%...
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Chow Tai Fook (1929 HK) - Signs of Change?
Company Chairman - Kar Shun Cheng, has purchased 5 million over last 5 days at a price around HKD 11. We look forward to their September quarter...
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HK Strategy: Rate Hike Exposure - Fixed & Floating Rate Debt Analysis
With the US$ rate likely to trend higher over the next 12 months, the HSI constituent stocks with elevated gearing and floating-rate debt, like...
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China Pair Trade: Long Luk Fook (590 HK), Short Chow Tai Fook (1929 HK)
Luk Fook issued a positive profit alert, saying that FY26 net profit will grow by 80-90%, well ahead of Chow Tai Fook's 45-55% growth. For 2H FY26...
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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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