Emerging ASEAN markets recorded good inflows in the past few months, reversing the situation of net outflows in 2018. We also look at their attractive demographic profiles and the corporate governance versus other emerging markets.
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
Making the Case for Localized Quant Investing in Emerging Markets
In this Q&A, Phillip Wool talks about the challenges of EM investing and how a localized, systematic approach can help to unlock a rich source of sustainable alpha.
Mar 7, 2019