The Hang Seng Index Is at a Critical Juncture
Third Plenum must deliver meaningful policy reforms to boost the Chinese consumer and market performance in the short-term.
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Overview #6 - Japanese Data Perks Up.
Recent events show Japan's economy improving with machine tool orders rising, while US interest rate cut in September is now highly expected.
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MMG Limited (1208.HK) Rights Issue - 98.18% Taken Up
Good entry point for investors as excess rights shares receive strong demand, trading to begin on July 16th, and copper has had its correction
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China Communications Services Corp. (552.HK)-Riding the AI Wave...
State-owned enterprise poised for growth in AI sector with potential for increased dividends and yields due to strong balance sheet.
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June Themes and Thematic Portfolio Review
We review overall market performance, our investment themes, highlighting additions and substractions in the thematic portfolio.
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