HONG KONG ALPHA PORTFOLIO (May 2025)
The Hong Kong Alpha portfolio underperformed its benchmark in May by 3%, however it has outperformed Hong Kong indexes by 3 to 19% since its launch...
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Much Ado About Nothing -Or Why the China Stimulus Package Doesn’t Matter as Much as Investors Think
Expectation management has been key as China's economic data surprises on the upside, but divergent investor views and Trump's win may lead to...
531 Views
Insurance Sector as a Leveraged Play on the Chinese Revival
Chinese stocks in a cyclical bull market offer a promising opportunity especially in the insurance sector due to a reversal of trends and a low...
467 Views
Technically Speaking: Hong Kong Strategy in the Secular Bull Market
Hong Kong markets are now in a correction in a secular bull market. There are now opportunities to rotate into long term investments which will...
612 Views
Zhongan Information (众安信科) Pre-IPO: Tearsheet
Zhongan Information has filed a prospectus for HKEX listing. In this tearsheet, we look at the company's business and operating, its industry...
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