Premia Chart of the Week

Welcome to the 3rd Premia Partners Chart of the Week. This week, we look at Nasdaq vs Asia tech – explaining historical correlations and current opportunity. We then take a look at our unique way of capturing innovative technology stocks throughout Asia, which is now available on HKEx in the form of

2018年12月3日

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.

2018年12月2日

Premia Chart of the Week

Welcome to our 2nd Premia Partners Chart of the Week video. This week, we share two sets of charts that show the different behavior among various A-shares cohorts. We first look at valuations by market cap, showing that not all A-shares are created equal (or cheap as the case may be). We then highli

2018年11月19日

Premia Chart of the Week

Welcome to the first ever Premia Partners Chart of the Week video. As some of you are aware, we have been publishing our thoughts every few weeks via LinkedIn, email and of course client meetings. On the back of client demand to provide more regular content, we are going to experiment with a short a

2018年11月8日

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

2018年11月7日

GICS行業分類調整及其影響

您的科技主題ETF仍然持有谷歌和臉書嗎？您是否想知道全球行業分類標準(GICS)、標準普爾及摩根斯坦利在行業分類重新調整後的變動？在接下來的線上研討會中，我們的合夥人賴子建先生及麥睿康先生將為您闡述此主題，包含行業重新分類對科技主題ETF及亞洲的影響，以及Premia Partners挑選新經濟和創新科技成分股的策略如何快人一步，而且早已超越GICS對全球行業分類的定義。

2018年10月21日