Premia Insights

Our perspectives on trends & issues that are reshaping the industry and the investment community


Q1 2018 China A-shares wrap-up
The first quarter of 2018 was a story of 2 halves. January was an aggressive move up in global markets...
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Let’s be optimistic: Finding opportunities in a trade war
The topic of “trade war” seems to be dominating the market headlines...
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China market rotation and priorities for 2018
Finally, a growth target of 6.5% is set for 2018 at the National People’s Congress in China. Economists have been forecasting the economy will...
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China in 2018 – Rebalancing to a new growth model
Last week on Thursday, we held a call moderated by Henny Sender of the FT with Prof Zhiwu Chen of HKU and David Lai from Premia Partners...
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3 months in: Bedrock vs New Economy (2803 HK vs 3173 HK)
Last week was the 3-month anniversary of 2803 HK and 3173 HK – our China A-share smart beta ETFs. To those who invested...
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