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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HONG KONG ALPHA PORTFOLIO: (December 2025)
We have made several mid-month adjustments to the portfolio. We sold Sinofert (297), ENN Energy (2688) and Power Assets (6). We added positions in...
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Technically Speaking Breakouts & Breakdowns - HONG KONG (January 13)
Hong Kong market is poised to break out from its consolidation, which began in October of last year. The next resistance level for Hong Kong's...
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Tactical Trading – Increasing Hong Kong Exposure
Now is an opportune time to increase investments in the Hong Kong market, as various factors are aligning to propel the index upward. We discuss...
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