China & HK Strategy: Who Are the Victims of a US Recession?
Reliance on the US market varies among HK-listed companies, with some having high direct exposure to a recession. Those with low direct exposure...
618 Views
Technically Speaking, Breakouts and Breakdowns: HONG KONG (SEPTEMBER 23)
Hong Kong tech sector is key to lead the market higher. Lower volatility & decreased short selling volume provide tailwinds for HSTECH index. Sands...
520 Views
China & HK Strategy: Stocks Exposed to the US and Higher Tariffs
With the Trump administration announcing global reciprocal tariffs, even companies with manufacturing presence in other countries will suffer...
1.1k Views
Pre-IPO MGS Eco-Home - About the Business Model and the Concerns Behind
MGS's business face contraction due to challenges in custom home industry/regulatory scrutiny on business transparency.Traditional company like...
135 Views
Major Top on U.S. Dollar; Overweight Non-U.S. And Europe/UK; Buys in Tech, Comm., Discretionary
The $DXY broke below 5-year support at $103, signaling a major top in place. This is bullish for risk assets, and is another sign suggesting the...
718 Views