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RESEARCH & INSIGHTS

MARKET & INDUSTRY COMMENTARY

PORTFOLIO

PEOPLE

FUND LETTER

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RESEARCH & INSIGHTS

MARKET & INDUSTRY COMMENTARY

PORTFOLIO

PEOPLE

FUND LETTER

Contact Us

RESEARCH & INSIGHTS

MARKET & INDUSTRY COMMENTARY

1st Half 2025 Fund Letter

Jun 15, 2025

2nd Half 2025 Fund Letter

Dec 19, 2025

MARKET COMMENTARY：

Featured

Nov 12, 2025

The Three Musketeers of Gas Turbines

Nov 12, 2025

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Nov 12, 2025

Oct 14, 2025

Chinese Power Equipment Industry Overview

Oct 14, 2025

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Oct 14, 2025

Oct 10, 2025

Huawei v. Nvidia - The Rise of China AI

Oct 10, 2025

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Oct 10, 2025

Sep 7, 2025

BYD - New Dawn

Sep 7, 2025

BYD is facing challenges from all sides and a declining quarter. It takes courage to see the new dawn.

Read More →

Sep 7, 2025

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