HONG KONG ALPHA PORTFOLIO (July 2025)
The Hong Kong Alpha portfolio outperformed its benchmark and all Hong Kong indexes in July. The portfolio achieved these results while increasing...
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Hong Kong Alpha Portfolio (June 2025)
The Hong Kong Alpha portfolio has significantly outperformed the Hong Kong indexes in June and since inception. Outperformance range is 17% to 23%...
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HONG KONG ALPHA PORTFOLIO (May 2025)
The Hong Kong Alpha portfolio underperformed its benchmark in May by 3%, however it has outperformed Hong Kong indexes by 3 to 19% since its launch...
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HSTECH Index. Identifying Individual Names with Greater Potential Upside
The initial market reaction to the Deepseek news is to bid up Chinese tech names, both platform and semiconductor-related. The tariff newsflow will...
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Technically Speaking: Hong Kong Strategy in the Secular Bull Market
Hong Kong markets are now in a correction in a secular bull market. There are now opportunities to rotate into long term investments which will...
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