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...
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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...
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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.
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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...
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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...
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