China Macro: Sector Positioning Update
Sector positioning among active China Funds. Industrials and Consumer Staples Remain Top Overweights, Energy shows signs of a turnaround, whilst...
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Primer: Tencent Music Entertainment (1698 HK) - May 2026
Tencent Music is successfully pivoting its business model from a reliance on volatile social entertainment revenue to a more stable and...
119 Views
TENCENT MUSIC (1698 HK) 1Q FY2026 Earnings Review: Results Above, Outlook More Stable. Deep Value.
Delivered solid 1Q 2026 earnings, a positive outlook, and a deeply undervalued stock make it a solid buy with a target price of HKD65. ACCUMULATE.
139 Views
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...
156 Views
The Heat Is On: News Flow and Sentiment in CHINA / HONG KONG (October 20)
The materials sector continues its outperformance in Hong Kong, however the recent sharp pullback showed a weakening in strength and momentum.
523 Views