Key News North Asian equity markets outperformed South Asia, led by China and Hong Kong while Malaysia and South Korea were closed. Today’s Wall Street Journal article on Didi’s cybersecurity review concluding came after the close in Hong Kong, though rumors extended the market’s rally into the close. The review’s conclusion should allow Didi, along with Full Truck Alliance, to relist in Hong Kong. Today was truly a growth rally from stock, sector, and factor perspectives as the clean technology ecosystem had a strong day led by electric vehicles (EVs), lithium names, and rare metals along with health care. The...