Hong Kong is Shaping Up as an Important Source of Capital

Ethnic Chinese are significant participants in the ASX-listed resources, be they in China, Hong Kong, Singapore, or Australia. They should not be seen as generic in their location or in their investment preferences or styles of investment activities. Some love to gamble at the bottom end of the market. Others are much more conservative, depending on who is the ultimate beneficiary of the investment funds. Family offices and ultra-high net worth parties are more concerned with playing the long game and generally look for significant stakes in companies that show good growth opportunities. They also use positions in these companies as beachheads to participate in the development and construction of projects all around the world.

Last week, I spoke at a conference in Hong Kong that was hosted by Financial and Corporate Relations Pty Ltd (FCR), an investment relations firm with deep inroads into the local investment community, about ways to improve your chances of success in the stock market for juniors. Three ASX-listed resources companies displayed their wares with more detail than you usually find with companies presenting in short, 10-15 minute time slots. They were Flagship (FLG), Manuka Resources, and West Wits. Also presenting was the Chinese company Shandon Xinhai Mining Group, a seemingly very capable engineering group that has invested in a number of ASX-listed companies where it is able to deploy its EPCM skills. The body of the report this week covers these companies.
 

 WeeklyComm19September2026.pdf