Dissecting Quality: When Does Management Quality and Corporate Governance Matter Most?
Most active funds tout their ability to discriminate between good and poor quality management, and accordingly weight their portfolios towards...
470 Views
Relative Value Opportunities in Asia-Pac, Pair Trade Roundup (23 Mar 2026)
​Discover eleven pair trade opportunities across five markets and five sectors using statistical mean-reversion methodology for actionable insights.
226 Views
Relative Value Opportunities in Asia-Pac, Pair Trade Roundup (16 Mar 2026)
​Discover twelve pair trade opportunities across three markets and six sectors using statistical mean-reversion methodology for actionable insights.
288 Views
Cathay Pacific (293 HK): A Good Start
CX's FY25 net profit of HK$10.8bn (+9.5% YoY) has beaten market expectations widely, as it is 19.1% ahead of the consensus forecast. With a second...
282 Views
Monthly Chinese Tourism Tracker | January Impacted by LNY Timing | Initial LNY 2026 Numbers So-So
January's Chinese tourism activity data were hurt by the timing of the LNY holiday. We have initial holiday numbers, but we'll get a better sense...
300 Views