ASIA CYBERSECURITY PLAYS: How to Make Money Before the Apocalypse !!
Asia's cybersecurity companies will benefit from escalating AI fear-mongering and actual security breaches. US cybersecurity firms have rallied...
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Primer: Qi An Xin Technology Group (688561 CH) - Apr 2026
Qi An Xin is a leading cybersecurity provider in China, with a strong focus on government and large enterprise clients, positioning it to...
120 Views
EM Outperformance to Continue (Vs. EAFE) -- Add on a Pullback; DXY Needs to Hold Below $106
EM vs. EAFE ratio (local currency) shows EM has outperformed relative to EAFE since the $DXY peaked in November 2022. If the DXY remains below...
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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...
744 Views
STAR50 Index Earning Revision (Sep): LOONGSON TECHNOLOGY, TRINA SOLAR, Xinjiang Daqo
We analyzed STAR50's consensus for Sep 2025 and highlighted changes of EPS in LOONGSON TECHNOLOGY (688047 CH), TRINA SOLAR (688599 CH), Xinjiang...
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