In the background of the on-going discussion on trade war and the reaccelerating infrastructure investment, investors should be reminded that China’s consumption story remains intact. Consumption has always been the major driver for the GDP growth in China in the past decade. The impact is also ref
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
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 3, 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 27, 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 8, 2018
GICS re-classification & its impact
Does your technology ETF still own google and facebook? Are you wondering what all the sector, GICS, S&P, MSCI changes were about last week? In the following webinar, our Partners David Lai and Aleksey Mironenko walk through the changes, what they mean for technology ETFs, the impact on Asia and how
Oct 22, 2018
ESG in Need: Beyond the ‘Good Karma’ Lens
ESG investing has become more in vogue in the past five years. Part of this may be driven by an on-faith belief, supported by shallow anecdotal evidence, that investing in ethical companies (high ESG companies) must lead to better investment outcome. You could call this belief the “good karma” principal in investing.
Jan 10, 2019