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Deep Game at the Foot of the Gray Rhino: China's Precision Strikes vs. America's TACO
— Deconstructing the Long-Term Investment Coordinates of the U.S.-China Trade War from a Multi-Party Consensus Disclaimer : The content of this webpage is not an investment advice and does not constitute any offer or solicitation to offer or recommendation of any investment product. (I) Core Conclusion: A Deep Squat is for a Launch, Not a Cliff Dive Synthesizing the views of multiple institutions, the market has formed three "underlying consensus points": A sharp, sentiment-d
Dr Frederick Wong
Oct 154 min read
TikTok Equity Transfer : New Developments in the U.S.-China Rivalry and an Analysis of the Trump Administration's Interests
As the process of TikTok's equity transfer in the United States becomes clearer, the event has evolved beyond a mere commercial...
FOFA
Oct 23 min read
Special Strategy Report for Q4 2025 Investment Portfolio
Disclaimer : The content of this webpage is not an investment advice and does not constitute any offer or solicitation to offer or recommendation of any investment product. This is a tailored investment report for the fourth quarter (Q4) of 2025, covering five main pillars: Natural Resources (Gold Mining Stocks), Hong Kong Real Estate, AI ETFs (US-China), Mainland CIPS FinTech Stocks, and Private Equity (focusing on Mainland Talent-driven Enterprises). This report integrates
Dr Frederick Wong
Sep 295 min read
A "Dialogue with a Fund Manager" Reveals a New "Detour" Strategy for a Nasdaq IPO
Disclaimer : The content of this webpage is not an investment advice and does not constitute any offer or solicitation to offer or recommendation of any investment product. "We should be among the last batch." This morning, the author's conversation with a senior Hong Kong fund manager began with his complex sigh. The "last batch" he referred to is a Hong Kong company he is assisting to go public on Nasdaq, with a fundraising amount of around $5 million. The application was s
FOFA
Sep 64 min read
Analyzing U.S. Global Tariff Policies Through the "5 Pirates Dividing Gems" Game Theory
Introduction The "5 Pirates Dividing Gems" problem in game theory is a classic case of backward induction, used to analyze the strategic...
Dr Colin Lee
May 223 min read
The Nation Allocates Dollar Reserves to Hong Kong: A New Foreign Exchange Reserve Management Strategy and the Push for RMB Internationalization – FOFA Economic Analysis
In 2025, the global economic landscape remains complex and volatile. Uncertainty in U.S.-China relations and fluctuations in...
FOFA
Apr 233 min read
Multinational Companies Accelerate Supply Chain Restructuring: Challenges for China, Rise of ASEAN and India, and a Multipolar Global Economic Landscape
In recent years, multinational corporations such as HP and Apple have rapidly shifted production lines out of China, aiming to complete...
FOFA
Mar 203 min read
Trump’s Foreign Policy and Its Impact on U.S.-China Relations
Trump’s foreign policy, centered on an “America First” agenda, prioritized short-term interests and bilateral negotiations, overturning...
Dr Frederick Wong
Mar 175 min read
Legal Basis for Trump’s Tariff Policies
On November 26, 2024 , former President Donald Trump announced via social media that he intends to impose an additional 10% tariff on...
FOFA
Nov 27, 20243 min read
Analysis of the China New "Pump Priming" Financial Policy
On September 24, 2024, the Central Committee released a series of new financial policies aimed at addressing the current economic...
FOFA
Sep 26, 20242 min read
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