A Basket of High-Risk, High-Reward, Critical Metal Miners with Strategic Value - Pt 2
We look at the next 2 companies in the basket of strategic miners. Average performance of the basket over the last 2 weeks has been +12%
287 Views
A-H Premium Weekly (Sep 5th): China Zheshang Bank, China Communications Construction, Goldwind
We analyzed A-H premium changes in the past week and highlight A-H premium changes for China Zheshang Bank, China Communications Construction,...
631 Views
HK Connect Flows Weekly (Sep 5th): Alibaba, Ping An Insurance, Xiaomi, Tencent, Pop Mart Intl
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Alibaba (9988 HK), Ping An Insurance (2318 HK), Xiaomi...
608 Views
Hong Kong Connect Flows (August): $18bn Inflows
We estimate inflows into HK via southbound trade were $18bn in August, at four month high. We highlight inflows for Alibaba, Tencent, Meituan, and...
331 Views
HONG KONG ALPHA PORTFOLIO (August 2025)
Hong Kong Alpha portfolio gained 11.34% in October outperforming its benchmark and HK indexes. The portfolio's Sharpe ratio increased to 2.91 and...
460 Views