BUY/SELL/HOLD: Hong Kong Market Update (5/27/26)
The Hong Kong market continues to trade sideways, with pockets of AI-themed stocks surging. IPO activity remains robust in the technology sector.
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Asian Equities: Above-Average Valuations Tell Us Asia Is Fully Valued; Few RV Trades Look Appealing
Fwd multiples in Asia ex JP are above long-term means. Caution is advised despite rising EPS est. IN & CN EPS est. are declining. IN, CN, TW...
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This Week in AI (May 17-23): OpenAI Files for IPO; Anthropic Posts First Profit; Nvidia Reports Q1
This week in AI: OpenAI filed for IPO; Anthropic's first profitable quarter; Nvidia guided without China data-center revenue.
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AI Sustainability: East Profits. West Burns.
Chinese AI companies like are profitable and generate real cash from AI, while Western AI compute costs now exceed human payroll, making Chinese...
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This Week in AI (May 10-16): Chinese LLM Takes Coding SOTA; Anthropic Overtakes OpenAI in Enterprise
This week in AI: Zhipu GLM-5.1 takes open-source coding crown; Ramp shows Anthropic past OpenAI in US enterprise; H200 cleared for China but no...
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