Primer: Link REIT (823 HK) - Sep 2026
Link REIT (823 HK) represents Asia's largest and most defensively structured real estate investment trust, anchored by a HK$210B+ portfolio...
99 Views
HK Strategy: Rate Hike Exposure - Fixed & Floating Rate Debt Analysis
With the US$ rate likely to trend higher over the next 12 months, the HSI constituent stocks with elevated gearing and floating-rate debt, like...
124 Views
Curator’s Cut: Debt Gets Dearer, Diesel Runs Dry & Strategic Stakes Come Undone
We see which Asian sectors might be impacted by rising rates, how refiners are benefitting from wide crack spreads, and how strategic stakes are...
89 Views
Link REIT (823 HK): Synthetic Expert Call Transcript (10 Jul 2026)
The appointment of Neil Slater as CEO (effective March 1, 2027) signals a decisive structural pivot to "Back to Basics" and strict capital...
103 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