Tariff: New World Order?
​Tariffs could shift global trade dynamics, favoring domestic-focused companies and potentially leading to the formation of new trading blocs.
329 Views
Suzuki Motor Placement - Not the Best Time for a US$1.15bn Deal. It Will Be a Long Week.
Tokio Marine Holdings (8766 JP) and Sompo Holdings (8630 JP) aim to raise around US1.15bn (including over-allotment) via selling around 5% of...
618 Views
Investors Have that “Oh Sh#t Moment” - Part 1: Hong Kong Strategy
​Investors in US markets face a sudden realization, with Hong Kong Tech most vulnerable as profit-taking occurs. Our alternative sector selection...
402 Views
US EV Charging Infrastructure Tracker - March 2025
The US sees a modest increase in public EV charging stations and ports in March 2025, but still significantly lags behind China in infrastructure.
320 Views
Hong Kong Single Stock Options Weekly (March 24 – 28): Earnings Wrap as Breadth Deteriorates
​Weekly recap: Option metrics show declining breadth amid global challenges. Prices and implied volatility down, most stocks still well below 52...
298 Views