HONG KONG ALPHA PORTFOLIO: (July 2026)
We made several adjustments to the portfolio yesterday. We sold the Baidu (9888) position since it hit our stop-loss level. We also sold the...
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CHINA/HK: AI & RX - Together At Last !!
China's AI-driven drug discovery (AIDD) sector is growing rapidly, with leading drug and biotech companies entering R&D and drug-development...
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Hong Kong Market Catches a Bid: What's Going On? (July 20)
The Hong Kong market has advanced this month, while Japan, Korea, and Taiwan have declined in a mean-reversion move sparked by apparent short...
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HONG KONG ALPHA PORTFOLIO: (June 2026)
At mid-month, we note that pc makers are passing on higher chip and component costs to consumers. For this reason, we sold our positions in Lenovo...
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China Healthcare Weekly Wrap (6-10 July)
Key news: 1) SBP deals with AZ and GSK, 2) China expands Essential Drug List, 3) clinical/regulatory updates from Hengrui (oral GLP-1; FDA on PD-1...
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