Greater China Portfolio (14-Sep-2026)
The strategy seeks to invest in companies in Greater China. These companies may be established State Owned Enterprise,...
92 Views
Global Thematic Portfolio (14-Sep-2026)
The strategy seeks to invest in themes that are driving returns globally. By adopting a portfolio of stocks instead of individual stocks, the...
92 Views
Primer: Yuanjie Semiconductor Technology (688498 CH) - Aug 2026
Yuanjie Semiconductor is a high-growth Chinese manufacturer of optical laser chips, capitalizing on the explosive demand from AI data centers...
94 Views
Quiddity Leaderboard CSI 300/500 Dec26: Net Inflows in a High Tech Beta Downtrend Vs Net Outflows
We see US$4.2bn and US$3.6bn one-way flows for CSI 300 and CSI 500 respectively. The Inclusion/Exclusion events will take place in early-December...
34 Views
STAR50 May 2026 Index Review Forecast
STAR50 May 2026 forecast: we expect Yuanjie Semiconductor, Dosilicon and Raytron Technology to enter, three current members to exit.
315 Views