HONG KONG ALPHA PORTFOLIO (August 2025)
Hong Kong Alpha portfolio gained 11.34% in October outperforming its benchmark and HK indexes. The portfolio's Sharpe ratio increased to 2.91 and...
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A-H Premium Weekly (Aug 29th): Qingdao Port, Beigene, Cgn Power, China Galaxy Securities
We analyzed A-H premium changes in the past week and highlight A-H premium changes for Qingdao Port, Beigene, Cgn Power, China Galaxy Securities,...
425 Views
A-H Premium Weekly (Aug 22nd): Air China, Cosco Shipping Development, Ganfeng Lithium, Fuyao Glass
We analyzed A-H premium changes in the past week and highlight A-H premium changes for Air China, Cosco Shipping Development, Ganfeng Lithium,...
462 Views
A-H Premium Weekly (Aug 15th): MCC, Jiangxi Copper, Ganfeng Lithium, Csc Financial, Fosun Pharma
We analyzed A-H premium changes in the past week and highlight A-H premium changes for MCC, Jiangxi Copper, Ganfeng Lithium, Csc Financial, Fosun...
505 Views
Overview #32 – International Money Starts to Flow to Chinese Domestic Markets
A review of recent events/data impacting our investment themes and outlook. We look at the Chinese breakout and laggards in the precious metal space
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