Earnings growth sets the stage for Hong Kong and China equities
26-06-2017
The Hong Kong and Chinese stockmarkets have been in a strong uptrend since the start of the year. Despite some moderations in China’s macro data in...
Read moreOutlook for Greater China high yield bond market
03-01-2017
Value Partners Greater China high yield income strategy (“the Strategy”) has delivered a year-to-date (YTD) return of +15.9% as of the end of...
Read more2017 China Market Outlook
03-01-2017
A Note from our Co-Chief Investments Officers, Dato' Seri CHEAH Cheng Hye and Mr. Louis SO 1. 2016 is an eventful year with a number of black swan...
Read moreFund manager’s views on US Presidential Election result
09-11-2016
The US election has turned out to be a neck-to-neck race between Republican Donald Trump and Democrat Hillary Clinton, which is no less dramatic than...
Read moreChina: Entering into the horizontal phase of L-shaped economy
14-10-2016
China sceptics who have been waiting for a hard-landing may find the latest economic figures surprising. Not only did China’s Purchasing Managers’...
Read moreIt’s time to look at China again
29-07-2016
The world is sailing into uncharted waters. The Brexit shock has come at a time when the global economy is struggling with weak economic and profits...
Read moreA relatively stable Taiwan market
29-07-2016
During the second quarter of 2016, the Taiwan Stock Exchange Index (“TWSE”) was flat while the MSCI Taiwan Index increased by 0.7% over the same...
Read moreValue Partners’s view on Brexit
24-06-2016
Q1: What are the implications of Brexit? It clearly shows that the biggest investment risk today is social unrest. It is difficult to...
Read moreValue Partners: Limited impact from MSCI delaying A-share inclusion
15-06-2016
MSCI stated today that it could consider the possible inclusion of China A shares in the MSCI Emerging Markets Index as soon as the issues it has...
Read moreWindow of opportunities in Chinese equities
27-04-2016
The Chinese stockmarket went through a turbulent first quarter of the year with the CSI 300 Index and MSCI China Index declining 13.4% and 4.8%...
Read moreH shares trading at compelling level
27-01-2016
The Chinese stockmarket went through a bumpy ride in 2015 and started the new year with a selling frenzy. The stockmarket suspensions in the first...
Read more2016 China Market Outlook
04-01-2016
As market volatility prevails, what is the outlook for 2016? How shall investors adjust their investment strategies? 1. China’s stockmarket has...
Read moreAsian high-dividend stocks preferred in a volatile environment
30-09-2015
August 2015 was a challenging month for global equities as majority of the key markets were in the red. While Asia ex-Japan equities...
Read more2015 2H China Market Outlook
31-07-2015
Entering the second half of 2015, Chinese markets have been spooked by concerns over its economic growth and financial market stability. 1. How do...
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