Premia Chart of the Week

Welcome to the 3rd Premia Partners Chart of the Week. This week, we look at Nasdaq vs Asia tech – explaining historical correlations and current opportunity. We then take a look at our unique way of capturing innovative technology stocks throughout Asia, which is now available on HKEx in the form of

Dec 3, 2018

Everything investors need to know about the Xi-Trump meeting at the G20 summit

Below is a quick summary of what you need to know regarding this weekend’s G20 Xi-Trump meeting and our thoughts on impact for Asian and Chinese equities.

Dec 2, 2018

Is now the perfect time to allocate to Asia Innovation?

For the past 5 years, the surest trade in finance was to bet on US technology stocks and watch market caps double and portfolio returns roll in. However, the last few months have shaken that confidence and now many investors are asking what’s next, given the diminishing growth picture globally. Asia

Nov 26, 2018

Premia Chart of the Week

Welcome to our 2nd Premia Partners Chart of the Week video. This week, we share two sets of charts that show the different behavior among various A-shares cohorts. We first look at valuations by market cap, showing that not all A-shares are created equal (or cheap as the case may be). We then highli

Nov 19, 2018

Premia Chart of the Week

Welcome to the first ever Premia Partners Chart of the Week video. As some of you are aware, we have been publishing our thoughts every few weeks via LinkedIn, email and of course client meetings. On the back of client demand to provide more regular content, we are going to experiment with a short a

Nov 8, 2018

Premia China A ETFs – a one year review

On the 1 year anniversary of our China A smart beta ETFs, we thought it prudent to reflect on how 2803 HK and 3173 HK have done since launch, as well as take stock of China A-shares markets overall. In this note, we’ll recap the ETF performance and tracking, review China A-shares over the last 12 mo

Nov 7, 2018