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: Lingbao Gold Group (3330 HK) - Aug 2026
Lingbao Gold Group is a state-owned enterprise primarily engaged in gold mining, smelting, and refining, with operations in China and...
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Federal Reserve Signals “Victory” over Inflation Setting the Stage for the Next Round of Inflation
The Federal Reserve plans to cut rates three times in 2024 and a total of 175bps by end 2025, keeping policy accommodative. BOJ remains loose....
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HONG KONG ALPHA PORTFOLIO - Introduction
We have launched a Hong Kong portfolio with the aim to outperform HK indexes and generate alpha. Stocks are chosen from those highlighted in our...
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HONG KONG ALPHA PORTFOLIO: (August 2026)
HK Alpha portfolio gained 3.45% in August, outperforming its benchmark by 2.67%. Since inception, the portfolio has outperformed HK indexes by 60%...
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