CPPCC And Full Circulation Of H-Shares
After being delayed two months, the 2020 National People's Congress and Chinese People's Political Consultative began its annual session today,...
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HK Connect Ideas: Eleven Weeks of Inflows, Tencent/Nintendo Deal (2019-07-26)
InĀ our weekly HK Connect Snippet series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as...
595 Views
Asian Alpha Hedge Fund (AAHF): INTRODUCTION
Asian Alpha Hedge Fund (AAHF) returned 32% in the first quarter of 2025.Ā The fund outperformed the MSCI All Country Asia Pacific index by 28%.Ā ...
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EM Strategy: Brazil Breaking Out, EM Energy Remains Attractive
While the MSCI EM index remains in a well-defined downtrend, and we continue to recommend selectivity, we highlight several investable themes and...
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Steel in China- No Government Capacity Shutdown
This is a big topic that I find myself addressing to investors each quarter for the past 10 years as a steel analyst from where I live in Beijing,...
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