Latest Insights
We write about the markets we watch, the regulatory landscape we navigate, and the values and vision behind our firm. These are the ideas worth sharing.
Perspective
Private Markets Are Becoming More Liquid—Their Assets Are Not
Evergreen and semi-liquid funds offer periodic access to private markets, but their liquidity depends on reserves, inflows, secondary transactions and redemption limits.
Sep 13, 2026 · Private Markets · Alternatives
Open Models Are Catching Up Faster—But Not on the Same Economic Clock
Markets value an AI model lead by the period it can earn excess returns before a capable alternative narrows the gap.
Sep 10, 2026 · AI · Markets
When AI CapEx Meets Free Cash Flow
Five large technology companies entered earnings season with a similar message: demand for AI infrastructure still exceeds available capacity. Their cash-flow outcomes looked far less alike.
Aug 2, 2026 · AI · Markets
The High Cost of Digital Sovereignty
Digital sovereignty is becoming a workload-allocation discipline with a real cost premium: Airbus pairs Scaleway cloud with Mistral AI for critical systems while retaining AWS and other American providers for less sensitive workloads.
Jul 25, 2026 · AI · Infrastructure
The AI Cost Curve Is Moving East
Chinese open-weight models are reshaping the price of useful AI, shifting value toward distribution, trusted data, customer relationships and infrastructure.
Jul 24, 2026 · AI · Markets
The Hand That Feeds the AI Trade
AI infrastructure scarcity rewards suppliers, but the next phase depends on whether hyperscalers continue funding those premiums.
Jul 12, 2026 · AI · Capital Markets
When AI Stops Being Asset-Light
AI is shifting from a software-margin story into a capital-cycle test across infrastructure spending, IPO supply, earnings delivery, and long yields.
Jun 21, 2026 · AI · Capital Markets
What Are Accumulators and Decumulators?
Evermark Guide: how accumulators and decumulators work, where the discount or premium comes from, and why investors should read the risks first.
May 13, 2026 · Structured Products · Investor Education
What Are Fixed Coupon Notes (FCNs)?
Evermark Guide: how fixed coupon notes work, where the coupon comes from, and why investors should read the risks first.
May 11, 2026 · Structured Products · Investor Education
Barrels and Bandwidth: The Iran Shock to Infrastructure
Evermark perspective on how the Iran conflict is reshaping energy, cable, cloud, and AI infrastructure across the Middle East and Asia.
Apr 8, 2026 · AI · Infrastructure
Beyond Market
From Early Discovery to Long-Term Partnership: The Ninebot Investment Behind Evermark's Approach
How Evermark's founding team backed Ninebot before launch, supported the Segway acquisition, and held through its 2020 listing.
Sep 17, 2026 · Company · Track Record
Evermark Receives SFC Type 4 and Type 9 Licences
Evermark announces that Evermark Asset Management Limited has been licensed by the Hong Kong Securities and Futures Commission for Type 4 and Type 9 regulated activities.
Sep 7, 2026 · Company · Regulatory
Marking Tongshifu's Listing
A short Evermark note on Tongshifu's Hong Kong listing and what it reveals about Evermark's founding team early investment experience.
Mar 31, 2026 · Company · Track Record
Evermark Launches in Hong Kong
Evermark announces its Hong Kong establishment and the launch of an AI-enabled wealth operations platform for entrepreneurial families.
Jan 16, 2026 · Press Release · Company