Primer: Beijing Enterprises Water Group (371 HK) - Oct 2025
Leading Integrated Water Solutions Provider in China: Beijing Enterprises Water Group (BEWG) is a dominant player in China's water treatment...
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HONG KONG ALPHA PORTFOLIO: (November 2025)
The Hong Kong Alpha portfolio returned -2.89% in November versus +1.72% for its benchmark index. The HK Alpha portfolio has outperformed Hong Kong...
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HONG KONG ALPHA PORTFOLIO: (October 2025)
We made mid-month adjustments to the portfolio due to sudden re-escalation of tensions with the US & concurrent sectoral de-rating. Several...
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BUY/SELL/HOLD: Hong Kong Market Update (November 5)
Hong Kong has entered a consolidation stage of its long-term Secular Bull Market. Southbound buying declined in October from an all time high in...
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Asian Equities: Our Asian Robust Dividend Yield Basket – Revisiting After Sharp Outperformance
Since inception (Feb 23) our Robust Dividend Yielders basket generated 20.3% total return vs MSCI AxJ's 11.34%. Our new Dividend Yield basket...
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