November 23, 2025, Vol. 251
The admin of this site has disabled this download item page.
Hong Kong Property
Hong Kong Property Long before it was popular to announce to your shareholders that you were pivoting to a bitcoin treasury strategy, every HK-listed company had a real estate investment business. And for about three decades, who could blame them? Hong Kong property only went one way. Every crisis: the Asian Financial Crisis, SARS, and…
Macau Casinos
Macau Casinos We just returned from a week-long trip to Hong Kong and Shenzhen. We were planning on updating you on HK property developers, a theme we touched on in the July write-up on the HKD peg. But we’re a little more excited about Macau casinos as a play on the Chinese consumer and the…
November 9, 2025, Vol. 249
The admin of this site has disabled this download item page.