GUIDE
HKEX Investor Guide
Complete guide to cyclical investing on Hong Kong's exchange
EV
BYD vs CATL
EV maker vs battery supplier — which wins in the lithium cycle?
ENERGY
CNOOC vs PetroChina
Which Chinese oil stock when Brent falls from peak?
MACRO
The China Effect on Commodities
How China's PMI moves copper, iron ore, lithium and coal
SHIPPING
COSCO vs Yangzijiang
Operator vs builder — two ways to play the shipping cycle
CALENDAR
China Earnings Calendar Q2 2026
CNOOC, BYD, COSCO — reporting dates with signal context