The Not So New, Very Abnormal
Forget about Donald Trump – this is what the markets are really worried about. Forget about the Trump Impeachment. That’s a sideshow. It will get sordid but Democrats won’t get rid of Donald Trump without the support of two-thirds of the Senate. That’s unlikely to happen, given currently available information about the President’s activities. At most, the impeachment inquiry will contribute to the political point-scoring of the 2020 Presidential Election. The greater decision facing investors now is whether they are prepared to put more money down on renewed quantitative easing in Europe and eventually the United States – a phenomena that will simultaneously feed asset markets and distort resource allocation around the world.
Oct 3, 2019
A high conviction basket for Asia growth opportunities
Looking for a high conviction basket of Asia growth opportunities? We have a solution for you! Premia Asia Innovative Technology is a diversified, transparent, cost-efficient strategy capturing 50 Asia innovation leaders, and it is a basket of stocks favoured not only by analyst consensus but also many long-term investors including leading sovereign funds and private equity firms. Apart from the well-known BATJs, this vibrant region is also home to many other innovative companies such as the new e-commerce disruptor Pinduoduo and the photon technology evergreen Hamamatsu.
Sep 5, 2019
Consumption story of Vietnam
Market has been focusing on the export side of Vietnam and how it will benefit from the trade war in the past few months. Of course, that is happening and more foreign companies from garments, furniture, packaging to electronics are setting up their factories in Ho Chi Minh, Honai, Bac Ninh, Thai Nguyen, etc. We, however, think it is worthwhile to consider another side of the growth story here: domestic consumption. The continuing economic growth, rising of middle class, and increasing urbanization will all help consumption to grow significantly in Vietnam ahead.
Aug 26, 2019
Navigating Turbulence – Six Strategies
A new equities downtrend is likely to have started and the coming months will be treacherous to navigate. They will be marked by violent swings, driven in turn by fear of recession and renewed monetary easing. Yet ultimately, markets are likely to see lower lows, driven by the likely failure of policy makers to nullify economic and market cycles. We are suggesting six different strategies to help investors ride out the storm.
Aug 23, 2019
Top Emerging Technologies for 2019
The World Economic Forum recently compiled the 2019 report of World’s Top Emerging Technologies. In this article, we will highlight 5 of the emerging technologies and share a few related examples of innovative companies in Asia. We see many Asian companies at the forefront of researching, developing and implementing world’s top emerging technologies. The global and regional megatrends such as aging population, growing middle class, green environment will also continue to drive technology advancements in order to enable more innovative and efficient solutions for the society.
Aug 19, 2019
Huawei’s Harmony OS Will Compete Globally Within 2 Years, Founder Says
Oct 12, 2019
Making the Case for Localized Quant Investing in Emerging Markets
Mar 7, 2019
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[Interview with S&P Dow Jones Indices] Harnessing Emerging Market Growths....
Oct 30, 2018