Research & Insights
Original Research
In-depth analysis of structural themes, market dynamics, and investment opportunities across Asia Pacific and global markets.
2026-03
恒立液压深度研究
机器人业务进入量产爬坡期后，核心矛盾从“技术是否卡位成功”切换到单机价值量、单机份额、良率降本与量产节奏的兑现。
RoboticsChina
2025-03
Asia AI Capex Cycle: Who Wins in the Infrastructure Layer?
As hyperscalers commit record capex, we identify the overlooked component makers and data center enablers positioned to capture disproportionate value across the Asia supply chain.
AI InfrastructureAsia Pacific
2025-02
HK Rate Sensitivity: A Sector-by-Sector Framework
With the Fed on hold, we revisit interest rate sensitivity across HK-listed sectors, mapping balance sheet exposures and earnings leverage to the rate path.
RatesHong Kong
2025-01
China Consumption: Structural Shift or Cyclical Bounce?
We dissect consumer data to distinguish genuine structural spending shifts from stimulus-driven noise, with stock-specific implications.
ChinaConsumer