China & HK Strategy: Names to Watch for Market Value Management
CSRC's Market Value Management Guidelines will benefit the H-share banks and infrastructure construction companies because their A-shares have P/B...
180 Views
HONG KONG ALPHA PORTFOLIO - Introduction
We have launched a Hong Kong portfolio with the aim to outperform HK indexes and generate alpha. Stocks are chosen from those highlighted in our...
724 Views
Where Now for the Hong Kong Market?
Hang Seng Index has hit minimum correction targets, potential catalysts for bull market resumption and sector allocation suggestions discussed.
906 Views
China Railway Stocks Back on Track
China has announced two significant launches in its High Speed Rail network. The HK-Beijing and HK-Shanghai sleeper trains will cut travel time in...
445 Views
China Comm Const (1800 HK): New Contracts Gathering Steam
CCCC's 4Q23 new contracts increased 14%, surpassing the 9M23 growth rate. Full-year new contracts are 3.5% above target. The estimated backlog for...
282 Views