Aequitas: Orbbec A/H Listing - Track Record Isn’t Great but Robovision Outlook Is Bright
Orbbec (688322 CH), a 3D visual perception solutions provider, aims to raise around US$300m in its H-share listing. In this note, we look at the...
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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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CX Daily: Trump’s China Trip Opens Doors for U.S. Business
U.S. President Donald Trump’s summit with his Chinese counterpart Xi Jinping in Beijing last week highlighted how deeply intertwined major American...
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This Week in AI (Apr 26-May 2): China Blocks Manus Deal; Anthropic at $900bn
This week in AI: China blocks Meta's $2bn Manus deal; Anthropic weighs $900bn fundraise; Microsoft, Alphabet, Amazon, Meta all raised capex guidance.
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Asian Equities: Investing in China Necessitates a Careful and Calibrated Approach
​Investing in CN equity needs a nuanced approach, focusing on market leaders who can protect margins during "involution" & companies with foreign...
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