Trump has pushed "Humpty Dumpty" off the wall - what now? The race for new trade blocs and supply chains
Whatever happens over coming weeks and even months in the US-China trade war, Donald Trump has irreparably broken the global trade architecture. And with it, he has also forced a realignment of the global supply chain that will likely see ASEAN emerge as a new manufacturing centre.
Jun 27, 2019
A better way to access the up and coming “Superstar” of Asia: Vietnam
Vietnam is increasingly spoken about as one of the biggest beneficiaries of the trade war and as a market to watch going forward. However, the tools to access Vietnam remain limited. On July 18 (subject to final approvals) we will list the Premia MSCI Vietnam ETF to make it easier for investors to access this dynamic and fast growing market.
Jun 24, 2019
Perpetual Put vs Recession
As we approach the end of 1H19, it is clear that the market now finds itself in a tug of war between the Fed Put and the potential for recession. We explore this dynamic, discuss Q1 vs future growth across the 4 major economies (US, Europe, Japan and China) and remind investors to stay defensive going forward by tilting toward value and quality where possible.
Jun 12, 2019
As we head toward the G20 meting in Osaka, we take a moment to review the latest status of the trade war between the two largest economies today. Is it about containment or tariffs? How does the current situation compare to Japan in the ‘80s? Do either China or the US actually want to make a deal? What are the possible paths going forward?
Jun 12, 2019
5G: taking off from the runway of growth
The Global Mobile Communication Systems Association estimates that by the end of this year, 5G services will be available in 29 markets around the world, with 10 million connections. What is 5G and where do we see potential investment opportunities from this significant technology upgrade in Asia?
Jun 6, 2019
How factors have performed in China A shares - roller coaster or Ferris wheel?
As the issuer of world’s first two fundamental multifactor China A-shares ETFs, we look closely into the factors. The China A shares market went on a roller coaster ride since late 2018, and how about the factors – are they on the same ride or rotating around a Ferris wheel? In this piece, we re-cap the research on China A fundamental factors and share the recent observations on factor performances.
Jun 3, 2019
Making the Case for Localized Quant Investing in Emerging Markets
Mar 7, 2019
Beijing Powers Down Municipal Electric Vehicle Subsidies
Jun 27, 2019
Reproduced with the prior written consent of S&P Dow Jones Indices LLC. For more information on S&P Dow Jones Indices LLC, visit http://www.spdji.com.
[Interview with S&P Dow Jones Indices] Harnessing Emerging Market Growths....
Oct 30, 2018