Primer: Weibo (9898 HK) - Apr 2026
Weibo is a leading social media platform in China, often described as the country's equivalent to Twitter, with a massive user base that forms...
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HONG KONG ALPHA PORTFOLIO (December 2024)
Hong Kong Alpha porfolio returned 5.29% in December and has outperformed Hong Kong indexes by 10% to 14% since its inception on 10/01/24.The...
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HONG KONG ALPHA PORTFOLIO - Introduction
We have launched a Hong Kong portfolio with the aim to outperform HK indexes and generate alpha. Stocks are chosen from those highlighted in our...
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Technically Speaking Breakouts & Breakdowns - HONG KONG (September 10)
The Hong Kong secular bull market continues to broaden and has broken all long term resistance levels. The HSCEI has beaten Asian and global peers...
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Overview #32 – International Money Starts to Flow to Chinese Domestic Markets
A review of recent events/data impacting our investment themes and outlook. We look at the Chinese breakout and laggards in the precious metal space
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