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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Asian Equities: The Overvalued, Low Growth, Over-Leveraged Stocks
Quantamental screens reveal overvalued Asian stocks with low earnings growth, low return ratios, and high leverage. 30 stocks identified across...
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US Battery and Solar Investments, One Year After, Part I
We view the US having a vigorous and healthy battery reshoring initiative. contributed by battery's relatively flat supply chain and the technology...
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EU's Battery and Solar Investments, One Year After, Part I
Chinese companies accounted for a quarter of battery investments in EU. This ratio has increased materially over the past 12 months and will...
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Sunwoda (欣旺达) A+H Pre-IPO: Early Thoughts
Sunwoda is seeking an A+H listing. In this note, we look at the company's business, its industry context and provide our early thought on valuation.
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