HK Strategy: The Forthcoming Black October?
With the HSI losing 2.5% so far today (the first trading day of Oct), it will be interesting to boomerang this Insight. Based on historical...
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Primer: Kuaishou Technology (1024 HK) - Aug 2026
Kuaishou is a leading short-video and live-streaming platform in China, with a strong foothold in lower-tier cities and a highly engaged user...
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Tencent/Netease: Two Months Without Approvals Despite Second-Highest Count Since 2022
NPPA released its September 2026 domestic game approval batch. None of the companies we track received approval despite the overall approval count...
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HONG KONG ALPHA PORTFOLIO: (January 2026)
At the end of January, we began to move out of materials and tech and into early cycle sectors. We continue with mid-month exposure adjustments: we...
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Aequitas: Tencent Investee Selldown - Start of Another US$70bn Selldown Wave
Tencent (700 HK) has been active since the start of the year in selling down some of its stake in its investee companies to raise over US$3.3bn cash.
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