Asian Equities: Investing in China Necessitates a Careful and Calibrated Approach
Investing in CN equity needs a nuanced approach, focusing on market leaders who can protect margins during "involution" & companies with foreign...
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The Heat Is On: News Flow and Sentiment in CHINA / HONG KONG (April 2026)
The Hong Kong market has bounced on the back of the "risk-on" trade in Asia following the Iran ceasefire. The energy sector has pulled back hard,...
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CX Daily: ByteDance’s Billion-Yuan Bet on China’s First AI-Native Hospital?
TOP STORIES In Depth: ByteDance’s Billion-Yuan Bet on China’s First AI-Native Hospital While the global health care industry tentatively...
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CHINA'S BATTERY SECTOR OUTLOOK: You're Either Positive or Negative!
CATL is considering an equity offering of up to $5B to accelerate its overseas capacity build-out and battery project deals, especially in energy...
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Q2 Outlook - Asian Equity Markets
Our outlook for Q2 2026 onwards. Separating the short-term noise from our longer-term investment themes. In Part 2 look at Asian equities
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