HONG KONG ALPHA PORTFOLIO: (September 2026)
HK Alpha portfolio gained 2.22% in September, outperforming its benchmark by 5.36%. Since inception, the portfolio has outperformed HK indexes by...
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Primer: Huaneng Power International (902 HK) - Aug 2026
Huaneng Power International is a state-backed power utility at a pivotal juncture, transitioning from a coal-dominant portfolio towards a more...
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CHINA: Do You Like AI? BUY Utilities!
GDS Holdings announced that is considering an IPO for a REIT of its data center assets in China which could happen next year. The share sale could...
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Technically Speaking, Breakouts and Breakdowns: HONG KONG (NOVEMBER 25)
Southbound buying in HK continued strong with Value Factor providing the best returns.AAC Tech share price had a break out as it provided strong...
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The Stocks to Own in China – Vol. 41
We highlight 10 stocks in China that look interesting to us based on our FVMR methodology. Portfolio changes: One stock remains; nine stocks were...
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