HONG KONG ALPHA PORTFOLIO (July 2025)
The Hong Kong Alpha portfolio outperformed its benchmark and all Hong Kong indexes in July. The portfolio achieved these results while increasing...
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Japan Morning Connection: Energy Related and Tech Strong Pointing to a Good Start for Japan
Energy related up as EU announces they will be purchasing US fuels, US pausing new restrictions on tech exports to China, Tesla's partnership with...
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Japan Morning Connection: Trumps Latest 25% Tariff Salvo on JP Unlikely to Be Final
Risk off for Tech and AI in the US. Fallout for Tesla after Musk announced forming a new political party. Samsung struggles with weak numbers due...
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Beijing Geekplus Pre-IPO: Expensive Valuation and Mark up from Previous Round
Beijing Geekplus is looking to raise up to $300m in its upcoming Hong Kong IPO. In this note, we examine the IPO dynamics, and look at the firm’s...
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Zhejiang Sanhua Intelligent Controls A/H Trading - Strong Demand, Weakening Sentiment
Zhejiang Sanhua Intellignt Controls (002050 CH) (ZSIC), a manufacturer of refrigeration and air-conditioning control components, raised around...
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