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15 of the top 20 state-owned stocks outperform Hang Seng YTD
South China Morning Post Article by Jiaxing Li
Three reasons that we like the SOEs as trading ideas
Turning positive on Hong Kong market with low conviction

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See below a list of collateral damage stocks
Zero covid risk is gone, but what about the rest?
Zero covid risk is gone, but what about the rest?
Zero covid risk is gone, but what about the rest?
Like BABA at this level but I am not married to it
Interview by Stefan Nilsson of Hedge Funds Club
Expect a 10-18% correction in the current rebound since October 2022
Billions of Chinese on the move. But are they spending more money?
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Daily Reflection on China

Local insights, timely updates, long-term thinking and actionable ideas to keep you ahead of the market (NO INVESTMENT ADVICE). Created by Qi Wang CFA, founder and CEO of MegaTrust Investment (HK), a boutique China fund manager.
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