HONG KONG ALPHA PORTFOLIO - Introduction
We have launched a Hong Kong portfolio with the aim to outperform HK indexes and generate alpha. Stocks are chosen from those highlighted in our...
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Primer: GDS Holdings (9698 HK) - Apr 2026
GDS Holdings is a premier developer and operator of high-performance data centers in China, strategically positioned to capitalize on the...
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Quiddity Leaderboard HSTECH Dec26: New Rules Confirmed with Some Modifications; Latest Expectations
There could be more than 5x ADV to buy for the top 5 expected ADDs. Many other names have more than 1x ADV to trade. The flow expectations can...
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HS TECH Consultation Conclusions: Retained and Refined Rules
HSIL adopted all six HS TECH proposals and added two new screens to constituent selection. We set out which rules are retained and which are refined.
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Asia Real Estate Tracker (25-May-2026): GDS Shares Drop Despite Record Bookings and More
GDS's share decline despite record bookings, CPPIB's 7.8% return, Mapletree's Sydney office sales, and Stonepeak's $1.8 billion acquisition.
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