Reports

2024

FACT SHEETS

March 2024 Fact Sheet

Francis Horn2024-04-12T09:09:13+01:0012th April, 2024|

Vietnam sun

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February 2024 Fact Sheet

Francis Horn2024-03-08T15:43:05+00:008th March, 2024|

Chinese New Year Boost

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January 2024 Fact Sheet

Francis Horn2024-02-12T22:10:17+00:0012th February, 2024|

Mixed Bag

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2023

FACT SHEETS

December 2023 Fact Sheet

Francis Horn2024-01-12T12:18:01+00:0012th January, 2024|

FED Rates Anticipation

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November 2023 Fact Sheet

Francis Horn2023-12-07T17:53:35+00:007th December, 2023|

Amazing Gaming

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October 2023 Fact Sheet

Francis Horn2023-11-09T12:43:14+00:009th November, 2023|

Rocky Ride

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September 2023 Fact Sheet

Francis Horn2023-10-10T12:04:18+01:0010th October, 2023|

FED hawkish hold

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August 2023 Fact Sheet

Francis Horn2023-09-09T20:00:06+01:009th September, 2023|

Hope and Patience

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July 2023 Fact Sheet

Francis Horn2023-08-07T16:20:52+01:007th August, 2023|

Stimulation

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June 2023 Fact Sheet

Francis Horn2023-07-14T16:07:27+01:0012th July, 2023|

Tourists return

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May 2023 Fact Sheet

Francis Horn2023-06-12T12:31:33+01:0012th June, 2023|

AI Mania

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April 2023 Fact Sheet

Francis Horn2023-05-12T10:29:32+01:0012th May, 2023|

Geopolitical Angst

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March 2023 Fact Sheet

Francis Horn2023-04-13T16:17:28+01:0013th April, 2023|

SVB stress

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February 2023 Fact Sheet

Francis Horn2023-03-09T15:16:26+00:009th March, 2023|

FED worries

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January 2023 Fact Sheet

Francis Horn2023-02-06T15:05:50+00:006th February, 2023|

China charge

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QUARTERLY LETTERS

September 2023 Quarterly Letter

Francis Horn2023-10-24T11:16:03+01:0024th October, 2023|

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June 2023 Quarterly Letter

Francis Horn2023-07-26T17:29:53+01:0026th July, 2023|

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March 2023 Quarterly Letter

Francis Horn2023-05-02T17:14:05+01:002nd May, 2023|

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2022

FACT SHEETS

December 2022 Fact Sheet

Francis Horn2023-01-09T17:38:16+00:009th January, 2023|

China Unmasking

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November 2022 Fact Sheet

Francis Horn2022-12-09T16:21:23+00:009th December, 2022|

China Covid Pivot

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October 2022 Fact Sheet

Francis Horn2022-11-15T18:32:26+00:0015th November, 2022|

China Chills

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September 2022 Fact Sheet

Francis Horn2022-10-06T12:10:48+01:006th October, 2022|

Tightening Tremors

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August 2022 Fact Sheet

Francis Horn2022-09-08T15:54:33+01:008th September, 2022|

Consumption revival

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July 2022 Fact Sheet

Francis Horn2022-08-10T11:28:12+01:0010th August, 2022|

India sparkle

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June 2022 Fact Sheet

Francis Horn2022-07-07T16:16:40+01:007th July, 2022|

China reopens

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May 2022 Fact Sheet

Francis Horn2022-06-16T12:47:12+01:0016th June, 2022|

China trough

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April 2022 Fact Sheet

Francis Horn2022-05-16T17:18:27+01:0016th May, 2022|

Decent quarterly results

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March 2022 Fact Sheet

Francis Horn2022-04-13T15:47:44+01:0013th April, 2022|

China policy support

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February 2022 Fact Sheet

Francis Horn2022-03-08T09:21:21+00:008th March, 2022|

Ukraine invasion

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January 2022 Fact Sheet

Francis Horn2022-02-11T15:05:56+00:0011th February, 2022|

FED dictates

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QUARTERLY LETTERS

December 2022 Quarterly Letter

Francis Horn2023-01-16T16:47:37+00:0016th January, 2023|

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September 2022 Quarterly Letter

Francis Horn2022-10-15T09:06:51+01:0015th October, 2022|

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June 2022 Quarterly Letter

Francis Horn2022-07-11T15:51:38+01:0011th July, 2022|

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March 2022 Quarterly Letter

Francis Horn2022-05-03T19:23:39+01:003rd May, 2022|

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2021

FACT SHEETS

December 2021 Fact Sheet

Francis Horn2022-01-12T15:15:02+00:0012th January, 2022|

Omicron worries

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November 2021 Fact Sheet

Francis Horn2021-12-15T08:32:54+00:0015th December, 2021|

Quarterly results shine through

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October 2021 Fact Sheet

Francis Horn2021-11-09T17:18:50+00:009th November, 2021|

Vaccine relief

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September 2021 Fact Sheet

Francis Horn2021-10-12T19:24:18+01:0012th October, 2021|

Energy Squeeze

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August 2021 Fact Sheet

Francis Horn2021-09-08T07:56:17+01:008th September, 2021|

Vaccine confidence builds

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July 2021 Fact Sheet

Francis Horn2021-08-15T21:13:21+01:0015th August, 2021|

China regulatory crackdown

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June 2021 Fact Sheet

Francis Horn2021-07-12T07:55:17+01:0012th July, 2021|

Sportswear running hot

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May 2021 Fact Sheet

Francis Horn2021-06-10T15:07:04+01:0010th June, 2021|

India’s Covid peaks

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April 2021 Fact Sheet

Francis Horn2021-05-12T10:16:13+01:0012th May, 2021|

Muted Markets

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March 2021 Fact Sheet

Francis Horn2021-04-09T11:27:18+01:009th April, 2021|

Market Rotation

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February 2021 Fact Sheet

Francis Horn2021-03-23T07:53:47+00:0023rd March, 2021|

Healthy Correction

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January 2021 Fact Sheet

Francis Horn2021-02-08T17:48:56+00:008th February, 2021|

Solid Set of Numbers

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QUARTERLY LETTERS

December 2021 Quarterly Letter

Francis Horn2022-01-14T15:19:37+00:0014th January, 2022|

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September 2021 Quarterly Letter

Francis Horn2021-10-22T16:22:34+01:0022nd October, 2021|

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June 2021 Quarterly Letter

bhaloimadmin672021-08-04T21:15:09+01:004th August, 2021|

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March 2021 Quarterly Letter

Francis Horn2021-04-23T15:05:39+01:0023rd April, 2021|

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2020

FACT SHEETS

December 2020

All-Time High

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Uploaded: 11.01.2021

November 2020

Huge Rally

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Uploaded: 10.12.2020

October 2020

Ahead of expectations

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Uploaded: 13.11.2020

September 2020

Geo-Political Tensions

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Uploaded: 06.10.2020

August 2020

Solid Recovery

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Uploaded: 10.09.2020

July 2020

Positive Outlook

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Uploaded: 14.08.2020

June 2020

Economies Re-opened

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Uploaded: 07.07.2020

May 2020

Well Received Results

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Uploaded: 10.06.2020

April 2020

Fiscal Stimulus

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Uploaded: 09.05.2020

March 2020

Global Pandemic

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Uploaded: 08.04.2020

February 2020

China is stabilising

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Uploaded: 07.03.2020

January 2020

Contagious Contagion

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Uploaded: 06.02.2020

QUARTERLY LETTERS

December 2020 Quarterly Letter

Uploaded: 20.01.2021

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September 2020 Quarterly Letter

Uploaded: 22.10.2020

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June 2020 Quarterly Letter

Uploaded: 15.07.2020

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March 2020 Quarterly Letter

Uploaded: 17.04.2020

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2019

FACT SHEETS

December 2019

US-China Phase 1 Trade Deal

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Uploaded: 09.01.2020

November 2019

Singles Day

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Uploaded: 10.12.2019

October 2019 Fact Sheet

Uploaded: 05.11.2019

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September 2019 Fact Sheet

Uploaded: 08.10.2019

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August 2019 Fact Sheet

Uploaded: 12.09.2019

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July 2019 Fact Sheet

Uploaded: 07.08.2019

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June 2019 Fact Sheet

Uploaded: 10.07.2019

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May 2019 Fact Sheet

Uploaded: 05.06.2019

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April 2019 Fact Sheet

Uploaded: 13.05.2019

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March 2019 Fact Sheet

Uploaded: 04.04.2019

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February 2019 Fact Sheet

Uploaded: 08.03.2019

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January 2019 Fact Sheet

Uploaded: 06.02.2019

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QUARTERLY LETTERS

December 2019 Quarterly Letter

Uploaded: 16.01.2020

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September 2019 Quarterly Letter

Uploaded: 07.10.2019

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June 2019 Quarterly Letter

Uploaded: 12.07.2019

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March 2019 Quarterly Letter

Uploaded: 12.04.2019

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2018

FACT SHEETS

December 2018 Fact Sheet

Uploaded: 11.01.2019

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November 2018 Fact Sheet

Uploaded: 10.12.2018

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October 2018 Fact Sheet

Uploaded: 13.11.2018

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September 2018 Fact Sheet

Uploaded: 11.10.2018

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August 2018 Fact Sheet

Uploaded: 11.09.2018

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July 2018 Fact Sheet

Uploaded: 13.08.2018

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June 2018 Fact Sheet

Uploaded: 10.07.2018

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May 2018 Fact Sheet

Uploaded: 18.06.2018

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April 2018 Fact Sheet

Uploaded: 10.05.2018

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March 2018 Fact Sheet

Uploaded: 11.04.2018

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February 2018 Fact Sheet

Uploaded: 19.03.2018

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January 2018 Fact Sheet

Uploaded: 13.02.2018

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QUARTERLY LETTERS

December 2018 Quarterly Letter

Uploaded: 14.01.2019

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September 2018 Quarterly Letter

Uploaded: 22.10.2018

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June 2018 Quarterly Letter

Uploaded: 24.07.2018

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March 2018 Quarterly Letter

Uploaded: 20.04.2018

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2017

FACT SHEETS

December 2017 Fact Sheet

Uploaded: 11.01.2018

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November 2017 Fact Sheet

Uploaded: 14.12.2017

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October 2017 Fact Sheet

Uploaded: 10.11.2017

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September 2017 Fact Sheet

Uploaded: 23.10.2017

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August 2017 Fact Sheet

Uploaded: 12.09.2017

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July 2017 Fact Sheet

Uploaded: 12.08.2017

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June 2017 Fact Sheet

Uploaded: 11.07.2017

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May 2017 Fact Sheet

Uploaded: 11.06.2017

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April 2017 Fact Sheet

Uploaded: 11.05.2017

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March 2017 Fact Sheet

Uploaded: 11.04.2017

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February 2017 Fact Sheet

Uploaded: 11.03.2017

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January 2017 Fact Sheet

Uploaded: 11.02.2017

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QUARTERLY LETTERS

December 2017 Quarterly Letter

Uploaded: 24.01.2018

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September 2017 Quarterly Letter

Uploaded: 23.10.2017

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June 2017 Quarterly Letter

Uploaded: 02.08.2017

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March 2017 Quarterly Letter

Uploaded: 26.05.2017

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2016

FACT SHEETS

December 2016 Fact Sheet

Uploaded: 31.12.2016

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November 2016 Fact Sheet

Uploaded: 19.12.2016

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October 2016 Fact Sheet

Uploaded: 09.11.2016

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September 2016 Fact Sheet

Uploaded: 10.10.2016

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August 2016 Fact Sheet

Uploaded: 09.09.2016

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July 2016 Fact Sheet

Uploaded: 12.08.2016

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June 2016 Fact Sheet

Uploaded: 07.07.2016

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May 2016 Fact Sheet

Uploaded: 14.06.2016

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April 2016 Fact Sheet

Uploaded: 14.05.2016

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March 2016 Fact Sheet

Uploaded: 14.04.2016

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February 2016 Fact Sheet

Uploaded: 14.03.2016

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January 2016 Fact Sheet

Uploaded: 14.02.2016

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QUARTERLY LETTERS

December 2016 Quarterly Letter

Uploaded: 23.01.2017

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September 2016 Quarterly Letter

Uploaded: 20.10.2016

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June 2016 Quarterly Letter

Uploaded: 02.08.2017

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March 2016 Quarterly Letter

Uploaded: 14.04.2016

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2015

FACT SHEETS

December 2015 Fact Sheet

Uploaded: 31.12.2015

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November 2015 Fact Sheet

Uploaded: 14.12.2015

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October 2015 Fact Sheet

Uploaded: 14.11.2015

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September 2015 Fact Sheet

Uploaded: 14.10.2015

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August 2015 Fact Sheet

Uploaded: 14.09.2015

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July 2015 Fact Sheet

Uploaded: 14.08.2015

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June 2015 Fact Sheet

Uploaded: 14.07.2015

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May 2015 Fact Sheet

Uploaded: 14.06.2015

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April 2015 Fact Sheet

Uploaded: 14.05.2015

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March 2015 Fact Sheet

Uploaded: 14.04.2015

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February 2015 Fact Sheet

Uploaded: 14.03.2015

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January 2015 Fact Sheet

Uploaded: 14.02.2015

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QUARTERLY LETTERS

December 2015 Quarterly Letter

Uploaded: 31.12.2015

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September 2015 Quarterly Letter

Uploaded: 14.10.2015

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June 2015 Quarterly Letter

Uploaded: 14.07.2015

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March 2015 Quarterly Letter

Uploaded: 14.04.2015

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2014

FACT SHEETS

December 2014 Fact Sheet

Uploaded: 31.12.2014

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November 2014 Fact Sheet

Uploaded: 15.12.2014

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QUARTERLY LETTERS

December 2014 Quarterly Letter

Uploaded: 14.12.2014

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2024

FACT SHEETS

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FACT SHEETS

QUARTERLY LETTERS

2022

FACT SHEETS

QUARTERLY LETTERS

2021

FACT SHEETS

QUARTERLY LETTERS

2020

FACT SHEETS

December 2020

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QUARTERLY LETTERS

December 2020 Quarterly Letter

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2019

FACT SHEETS

December 2019

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October 2019 Fact Sheet

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QUARTERLY LETTERS

December 2019 Quarterly Letter

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2018

FACT SHEETS

December 2018 Fact Sheet

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QUARTERLY LETTERS

December 2018 Quarterly Letter

September 2018 Quarterly Letter

June 2018 Quarterly Letter