HK IPO WATCH: Beijing ESWIN Computing Technology -Â RISC-V Business !!
Beijing ESWIN Computing Technology (1256 HK) is listing in Hong Kong on September 9th in an IPO, offering shares between $HK1.48 and $HK1.59 per...
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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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Quam Morning Note (27 Apr)
Sentiment improved during the session as AI-related optimism gained traction, with DeepSeek’s latest model performance reinforcing confidence in...
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The Heat Is On: News Flow and Sentiment in CHINA / HONG KONG (March 23)
The Hong Kong market is experiencing its worst February/March period in 10 years. Although the market has corrected amid risk-off sentiment, we...
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HONG KONG ALPHA PORTFOLIO: (February 2026)
The war, which launched at the beginning of the month, is now into its second week and its economic effects are being reflected in global markets....
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