The Chinese Economy’s 5 Biggest Myths

As China markets reacted to expansionary policy news, familiar criticism of China’s debt and leverage concerns has begun to emerge from global investors. Separating myths from reality, our advisor Say Boon Lim shares his thoughts on the 5 biggest myths about China’s economy.

Mar 13, 2019

Good news may be bad news – look ahead not backwards

So far in 2019, markets have moved positively and our worst fears from Q4 remain unfounded. However, investors should not be complacent and interpret this period of good news as predictive of the rest of 2019. Markets are likely to again fear the future. In this week’s post, our advisor Say Boon Lim

Feb 18, 2019

Emerging ASEAN and Asia Innovation, 6 months after launch

As we pass the 6-month anniversary of our latest ETFs, we review their performance since launch, the underlying story behind the exposures and the potential for returns going forward.

Feb 13, 2019

Cycles turning - what it means for investors

We enter this year at a crossroads for markets, with multiple cycles coming to an end. In his first insight as our senior advisor, Say Boon Lim offers his thoughts on asset allocation amid diverging economic, market and currency cycles. Following his thoughts as a guide, we introduce a number of ETF

Jan 25, 2019

Why investors are calling for EM outperformance in 2019 and how to position?

Emerging markets seem to be one of the top picks among both sell-side strategies and well-known investors in 2019. We would like to examine if their views are valid and understand better about the reasons behind. To make it into an actionable advice, we also share our thought why emerging ASEAN mayb

Jan 14, 2019

A-shares in 2019: quality merchandise on sale

As we wrap up 2018, it’s hard not to reflect on a -25% year in A-shares. As investors, however, we have to look forward and ask ourselves – what’s in store for 2019? Will the trade war result in continued downward momentum? Or will policy accommodation and an improved trade environment result in a m

Dec 17, 2018