Pre-trade: Fixed income research, selection, modeling and trading
We provide pre-trade advisory solutions to fixed income portfolios with a focus on Chinese financial institutions, Centrally Administered State-owned Enterprises and Real Estate Developers. Our professional solution includes quantitative fair value estimates, market risk, credit risk and liqudity risk profiling for our client to smoothen the investment process.
Post-trade: Portfolio risk management
We provide post-trade advisory solutions covering the on-going monitoring of risk positions, and to assist on sensitivity studies, stress testing and hedging implementations.
Mergers & acqusitions, buyouts
We assist investors to identify and invest into domestic and international targets, and in the process provide funding to support the transaction.
Trading and portfolio investments
We invest in the capital markets in Hong Kong and the United States, using event-driven as our core strategy with application on momentum stocks.
Our principal investment focus on commercialization of proprietary strategies developed by our Financial Engineering Laboratory.
We improve capital structure of investments through setting up repackaging notes which reposition cashflows into identifiable risk and rewards.
Into Mainland China and Greater Bay Area development plan
We provides market access to international investors to invest in selected fixed income, equity and private equity targets in China onshore, through mechanisms including Stock-Connect, Bond-Connect, Foreign Direct Investment ("FDI") and Qualified Financial Limited Partner ("QFLP"), in particular connected to the Guangdong-Hong Kong-Macao Greater Bay Area ("Greater Bay Area") Development Plan between year 2020 and 2030. The 4 core and 11 key node cities are shown below.
Out of Mainland China, Belt-and-Road Initiatives ("BRI")
We assist Mainland Chinese investors to invest globally in connection to the BRI. Our presence in Middle East and Africa allows us to provide professional consultancy and agency services to investors on broad infrastructure assets such as energy, transportation, water and sanitation. Our local project expertise across the BRI regions are located in Oman, South Africa, Botswana, Mozambique, DR Congo, Gabon, Ghana, Guinea and Sierra Leone.
Our BRI geographical coverage: