Overview #30 – the Summer Doldrums-Not! Stage setting for the next phase of the bull market.
A review of recent events/data impacting our investment themes and outlook. We look at the Fed and the implications of DoD's stake in a rare earth...
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Hong Kong Alpha Portfolio (June 2025)
The Hong Kong Alpha portfolio has significantly outperformed the Hong Kong indexes in June and since inception. Outperformance range is 17% to 23%...
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Mid-Year Themes Review - Part II
Investor focus on hard assets ramps up. Overnight news that the Pentagon will take a US$400M stake in MP Materials is another boost for the rare...
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Lens Technology H Share Listing (6613 HK): Trading Debut
Lens had the fourth-highest international oversubscription rates among recent large AH listings. The AH discount is attractive in part due to the...
537 Views
Sanhua Intelligent Controls H Share Listing (2050 HK): Trading Debut
Sanhua had the highest international oversubscription rates among recent large AH listings. Despite the weak price momentum, the AH discount is...
505 Views