The Heat Is On: News Flow and Sentiment in CHINA / HONG KONG (September 11)
HSTECH index is showing increasing strength as Hong Kong continues it Secular Bull Market. Continued strong market breadth indicates both...
817 Views
CSPC Pharma (1093 HK): Finished Drugs, Licensing Up 1H26 Sales; SYS6010 Will Be Key In Near Future
CSPC Pharmaceutical Group (1093 HK) 1H26 revenue rose 40% YoY as finished drugs and licensing grew. CSPC targets the high-end market to achieve...
95 Views
Buys in Japan and Europe; China Pulling Back -- Buy; MSCI ACWI Uptrend Intact
Buys in Japan and Europe; China's Shanghai Composite Pulling Back to 10-year Base Support -- Buy; MSCI $ACWI Uptrend Intact. Actionable Themes:...
629 Views
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
APAC Healthcare Weekly (Aug 31) – Terumo, Eisai, Chugai, Daiichi Sankyo, Beigene, Remegen, Telix
Terumo announced new acquisition. Eisai got FDA approval for Leqembi subcutaneous maintenance dosing. Chugai’s oral GLP-1 drug showed positive P3...
630 Views