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...
568 Views
China: Revival 2.0?
​Chinese real estate prices impact stock market, Trump's tariff approach to China changes, undervalued stocks in Hong Kong offer high yield potential.
697 Views
China Crosses the Rubicon - Direct Payments to Kickstart Consumption
​Policy efforts are shifting towards driving consumption and boosting consumer confidence, presenting a favourable risk-reward opportunity for...
462 Views
China COVID Policy: Near-Term Pains for Consumer Discretionary
Near-term negative impact of China's U-turn in COVID policy on consumer discretionary has been underestimated by the market. It is prudent to take...
590 Views
Personal Accessories in Hong Kong, China
Slow recovery of personal accessories in Hong Kong as Chinese tourists return Fine jewellery players continue to...
460 Views