Premia China New Economy: an improvement over ChiNext
Investors looking for China’s NASDAQ seem to have settled on ChiNext as the default index to follow. BUT what if there is an even better option in the market, offering a more appropriate China new economy exposure with better performance, higher quality, lower volatility and discounted valuations?!
May 20, 2019
How easy & cheap are Premia ETFs to trade vs alternatives?
Most investors assume that the more liquid the ETF, the easier and cheaper it is to trade. This is true in markets like the US, where on-screen liquidity is prevalent, but Asia markets are not as straightforward. China A ETFs with on-screen liquidity are easy to trade, but easier does not always mea
May 16, 2019
Does trade war détente mean ASEAN equity underperformance?
ASEAN equity markets have underperformed so far this year. Is it the start of a new trend, or simply a blip given the strong reversal in China? Say Boon Lim shares his views on why ASEAN is likely to outperform going forward.
May 6, 2019
Nasdaq vs Asia Innovative Tech – what you need to know about innovation in Asia
Nasdaq has made new highs and investors are understandably excited. Similarly, here in Asia we have seen innovative technology companies outperform YTD but with much less fanfare. David Lai explores the major megatrends in Asia and why you need to invest in tech leaders across this region.
May 3, 2019
Where next for global equities?
Looking past stellar Q1 returns, we discuss positioning going forward and the need to navigate the conflicting signals offered by equity and bond markets today
Apr 10, 2019
Making the Case for Localized Quant Investing in Emerging Markets
Mar 7, 2019
CX Daily: Manufacturing Finally Improves, But Don't Celebrate Quite Yet
Apr 2, 2019
經S＆P Dow Jones Indices LLC事先書面同意後轉載。 有關S&P Dow Jones Indices LLC的更多信息，請瀏覽http://www.spdji.com。
[Interview with S&P Dow Jones Indices] Harnessing Emerging Market Growths....
Oct 30, 2018
Emerging ASEAN markets recorded good inflows in the past few months, reversing the situation of net outflows in 2018. We also look at their attractive demographic profiles and the corporate governance versus other emerging markets.
January saw improved A-shares returns, largely on the back of foreign investor positioning due to low valuations. This week, we compare Stock Connect and ETF activity vs prior months.
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