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Asia Market
The Strait and the Strike: A Game-Theory Map of the Middle East Escalation
A scenario-based probabilistic framework for U.S.-Israel-Iran decisions, Gulf incentives, and global macro risk premia and choke points.
Mar 3
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Two Markets, One Narrative, and a Structural Mismatch
Why Mainland A-Shares, Hong Kong, and “Greater China” Behave Like Separate Asset Classes, and Where Alpha Actually Exists
Dec 24, 2025
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Deepexi Technology Co., Ltd. (HKEX: 1384): An Enterprise AI Platform High Optionality, High Fragility Bet
This is not a valuation-floor stock. It is an execution bet on whether China produces a scalable, enterprise-grade AI infrastructure platform outside of…
Dec 16, 2025
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Plastic Faith: The Rise and Unraveling of POP MART (HKEX: 9992)’s Cult Economy
Behind the glossy figurines and billion-dollar branding lies a slow-motion unwind — from narrative compounding to behavioral decay.
Oct 24, 2025
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AT Investment Research
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The Mirage of Cheapness: Why China’s Stock Market Never Rewards Its True Believers
Decades of GDP gains, trillions in stimulus — yet no returns. Inside China’s broken market and its endless retail trap - laid out for you by Zhang, the…
Oct 20, 2025
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AT Investment Research
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