精選觀點 & Webinar
即使是不玩電動的人，也肯定會知道最近在全球爆紅的switch遊戲動物森友會。事實上，電玩產業的規模非常巨大，市場規模已經超過10億美元，受疫情影響，大家持續保持社交距離且居家時間拉長，電玩也成為大家排憂解悶的重要途徑。截止2019年底，全球遊戲市場收入已經超過1500億美元，而其中45%來自智慧型手機和平板電腦上的手遊。在電玩產業中, 電競在過去十年已經發展成一個重要的行業。全球電競收入估計在今年會超過10億美元，而中國目前佔其中的20%。本期webinar，我們將與大家分享「社交距離」下的虛擬世界：中國的遊戲、電競和直播產業。
May 08, 2020
The COVID-19 pandemic has slowed down productivity and daily lives, stagnated the global supply chain, and affected financial market returns across almost all asset classes. In the first quarter of 2020, all markets around the world reported negative returns with varying degrees. While it seems that all is going the same direction, especially in the equities’ world, the fundamental risk factors were not. Among the fundamental factors we employ for China A shares, some has performed better than others amidst the market drawdown.
Apr 28, 2020
Premia CSI Caixin China New Economy ETF performed well and went up by 3% in a down market. In this article, we would like to share with you the reasons behind the strong performance and the comparison of this strategy with the other mainstream indexes that investors usually track in respect to performance attribution, sector allocation, niche thematic exposure and top drivers.
Apr 24, 2020
疫情衝擊下，中國推出40萬億人民幣的「新基建」計劃振興當前經濟，「#新基建」因而頻頻炒上熱搜榜，點燃市場廣泛關注及業界討論。「新基建」到底為何？「新基建」概念股又該從何下手？
Apr 17, 2020
The market performance of gold in the midst of the COVID-19 crisis has left its fans a little puzzled. From a peak of USD 1703 on 9 March, it retreated to USD 1451 on 16 March - a 15% decline. Should one hold gold now, or rather park in cash tools? Our senior advisor Say Boon Lim demystifies in this piece.
Apr 14, 2020
As global asset prices have slumped on the back of the COVID-19 outbreak, concerns have arisen from supply chain disruptions to about global recession and a liquidity crisis. In this webinar, David Lai and Larry Kwok would discuss the lessons learned from the GFC, share our observations of some pandemic-led trends and implications, and suggest a few related investment ideas.
Apr 13, 2020
The COVID-19 outbreak has led to a worldwide pandemic, a global slowdown, arguably a recession and hopefully not a depression. Business activities globally have been halted due to the outbreak and demand has been shrinking significantly as well. Apart from some of the Asian countries including China, we have yet seen an inflection point of the case curves in most countries. In this article, we’d like to share some notable leading Chinese players in the space that have been working hard to fight against the virus for the domestic and global community.
Apr 03, 2020
The virous outbreak becomes one of the largest threats to the global economy and financial markets in decades. Will China, the one which has been suffered from the pandemic first, be able to bounce back first and lead the recovery worldwide like the Global Financial Crisis back in 2008? The latest call in new infrastructure investment maybe the key.
Mar 20, 2020
COVID-19 spread accelerating in the US, even as the number of new infections in China eases Impact will be significant on the largely consumer-driven US economy Markets are either in or on the brink of bear territory, and this is an angry bear Recession likely already in progress in Japan; possible recession in Europe; near zero GDP growth likely in the US by 2Q20 Corporate credit protection costs have started rising – more trouble ahead Seek safety in cash and US Treasury-related instruments
Mar 10, 2020
The coronavirus situation in China seems to have improved a lot, and now many are worried about what will happen as the factories get back on their feet. How's the progress so far?
Mar 10, 2020
Premia 圖說
朱榮熙
The macroeconomic landscape is shifting rapidly, driving a brutal global bond selloff that has pushed yields to nearly two-decade highs. Rising oil prices and firmer-than-expected July PCE data—featuring a rebound in core goods that points to underlying inflation of around 3%—are reigniting inflation concerns. This has triggered a retreat across sovereign debt markets, from Japan and Australia to US Treasuries, where the 10-year yield recently hit its highest level since January of last year. Against this backdrop, monetary policy is becoming a source of volatility rather than clarity. While Fed Chair Kevin Warsh delivered a hawkish message at Jackson Hole hinting at potential rate hikes, bond investors remain deeply skeptical. Given Warsh’s history of mixed signals, markets are actively hedging against the risk that the Fed ultimately keeps rates steady. Compounding this policy uncertainty is a resurgence in equity turbulence driven by protectionist trade measures, including impending semiconductor tariffs and bans on foreign energy grid equipment. This volatile combination of unpredictable central bank action, equity turbulence, and a severe selloff at the long end of the yield curve makes the stability of Floating Rate Notes (FRNs) exceptionally appealing. FRNs structurally insulate portfolios from the duration risk currently punishing traditional bonds, while retaining the flexibility to capture higher yields if the Fed does hike. Even if rates simply remain steady, FRNs provide a reliable, premium income stream. For efficient, liquid access to this defensive strategy, the Premia US Treasury Floating ETF (available in Distributing and Accumulating Unit Classes) offers a targeted solution to navigate today's complex market dynamics.
Sep 07, 2026
