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KOSPI and TWSE outperformed the S&P 500 over 6 months and 12 months. South Korea’s KOSPI and Taiwan’s TWSE indices have outperformed the S&P 500 over the past 6 months and 12 months. However, on a year-to-date basis, the S&P 500 has done better than the KOSPI but continues to lag the TWSE by a long way.


May 6, 2021


我们观察到资产配置模式在转变:在传统的地域或因子主导的基础模式上需要注入更多对新旧产业区分及大趋势发展的考量,从而在经济结构性改变中捕捉到长期超额收益。


Jan 15, 2021