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

Summary: 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 resu

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行业分类重新调整及其影响

您的科技主题ETF仍然持有谷歌和脸书吗？您是否想知道全球行业分类标准(GICS)、标准普尔及摩根斯坦利在行业分类重新调整后的变动？在接下来的线上研讨会中，我们的合伙人赖子建先生及麦睿康先生将为您阐述此主题，包含行业重新分类对科技主题ETF及亚洲的影响，以及Premia Partners挑选新经济和创新科技成分股的策略如何快人一步，而且早已超越GICS对全球行业分类的定义。

Oct 22, 2018