Insights we see before others do
Our insights aren't commentary, but advantage. First-principles analysis, predictive conclusions across markets and technologies. Built for action, not headlines.
Global Asset Allocation
Global Asset Allocation丨China's April Economic Data: Supply-Demand Contradiction Further Intensifies
3/27/26
Global Asset Allocation丨China's April Economic Data: Supply-Demand Contradiction Further Intensifies
3/27/26
Global Asset Allocation丨State Capitalism: Redefining the Valuation Framework for Tech
3/25/26
Global Asset Allocation丨State Capitalism: Redefining the Valuation Framework for Tech
3/25/26
Global Asset Allocation丨Weekly Strategic & Tactical Outlook: Rising Stagflation Risks; Tactically Overweight Energy and Real Assets; Alerting the US Equity Refinancing Crisis
3/24/26
Global Asset Allocation丨Weekly Strategic & Tactical Outlook: Rising Stagflation Risks; Tactically Overweight Energy and Real Assets; Alerting the US Equity Refinancing Crisis
3/24/26
Global Asset Allocation丨2026 Infrastructure Strategy: "Stable Income Core Assets" in the HALO Era
3/20/26
Global Asset Allocation丨2026 Infrastructure Strategy: "Stable Income Core Assets" in the HALO Era
3/20/26
Global Asset Allocation丨2026 Private Credit Strategy: Fractures in a $2 Trillion Market—The Pivot from Beta to Selection
3/18/26
Global Asset Allocation丨2026 Private Credit Strategy: Fractures in a $2 Trillion Market—The Pivot from Beta to Selection
3/18/26
Global Asset Allocation丨Production Halts at Full Capacity: How the Gulf Blockade Escalates "Geopolitical Premia" into "Physical Supply Disruption"
3/17/26
Global Asset Allocation丨Production Halts at Full Capacity: How the Gulf Blockade Escalates "Geopolitical Premia" into "Physical Supply Disruption"
3/17/26
Disruptive Technology Investment
Disruptive Technology丨$2 Billion Acquisition Halted: Lessons for Manus?
4/28/26
Disruptive Technology丨$2 Billion Acquisition Halted: Lessons for Manus?
4/28/26
Disruptive Technology丨Comparing the Brain of Figure AI and World Labs' Spatial Intelligence Model
4/24/26
Disruptive Technology丨Comparing the Brain of Figure AI and World Labs' Spatial Intelligence Model
4/24/26
Disruptive Technology丨Tightening Red-Chip Listings in Hong Kong? An In-depth Analysis
3/26/26
Disruptive Technology丨Tightening Red-Chip Listings in Hong Kong? An In-depth Analysis
3/26/26
Disruptive Technology丨BYD to Enter Formula 1?
3/16/26
Disruptive Technology丨BYD to Enter Formula 1?
3/16/26
Disruptive Technology丨Figure AI: Pushing Humanoid Robotics to New Technological Frontiers
3/13/26
Disruptive Technology丨Figure AI: Pushing Humanoid Robotics to New Technological Frontiers
3/13/26
Disruptive Technology丨Polymarket Trading Volume Hits Record High; Annualized Growth Up 5x YoY
3/11/26
Disruptive Technology丨Polymarket Trading Volume Hits Record High; Annualized Growth Up 5x YoY
3/11/26
News
MERIT News丨CCTV Interview Preview: Committed to the Long-Term Evolution of Technological Civilization
5/1/26
MERIT News丨CCTV Interview Preview: Committed to the Long-Term Evolution of Technological Civilization
5/1/26
MERIT News丨Everything Growth Conference: Systemic Competitiveness is a Dual-Power Game Between the U.S. and China
4/26/26
MERIT News丨Everything Growth Conference: Systemic Competitiveness is a Dual-Power Game Between the U.S. and China
4/26/26
MERIT News丨Interview with CEO Haoyu Wang: The Endgame of the AI Revolution is Low Cost
4/22/26
MERIT News丨Interview with CEO Haoyu Wang: The Endgame of the AI Revolution is Low Cost
4/22/26
MERIT News丨RTHK Interview with CEO Haoyu Wang: China and the U.S. Drive Global AI Competition, Benefiting Both Through Healthy Rivalry
4/1/26
MERIT News丨RTHK Interview with CEO Haoyu Wang: China and the U.S. Drive Global AI Competition, Benefiting Both Through Healthy Rivalry
4/1/26
MERIT News丨In Conversation with World-Class Macro Strategy Managers
3/27/26
MERIT News丨In Conversation with World-Class Macro Strategy Managers
3/27/26
MERIT News丨Annual Forum: Global Assets & Tech – A Resounding Success!
1/30/26
MERIT News丨Annual Forum: Global Assets & Tech – A Resounding Success!
1/30/26