Primer: Industrial and Commercial Bank of China (1398 HK) - Aug 2026
Dominant Market Position with Stable Operations: As the world's largest bank by assets, ICBC commands a formidable position within the Chinese...
98 Views
Will Recent US Announcements Derail the HK/China Bull Market?
​Reevaluating the bullish stance on HK-listed China stocks amid potential shifts in US/China relations and uncertainty about Trump's willingness to...
482 Views
China Macro: Sector Positioning Update
Sector positioning among active China Funds. Industrials and Consumer Staples Remain Top Overweights, Energy shows signs of a turnaround, whilst...
623 Views
Hang Seng (11 HK)'s Offer: HSBC Investors Are Not Sold On The Strategic Benefits
Hang Seng Bank (11 HK) has announced that the Scheme Doc dispatch will be pushed out to the 17 December 2025, a little under a week ahead of my...
983 Views
A/H Premium Tracker (To 23 May 2025):Â AH Premia Contract, H Premia Names Perform Best; Batteries!
AH Premia contract again. Interestingly, the best performing tranche of discount was stocks where Hs trade at a premium to As. BYD squeezed. CATL a...
948 Views