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Insights

Co-Chairman Louis So: The new opportunities in a post-COVID-19 environment

22-09-2020

COVID-19 may lead to social instability in some countries, but the prospects for the China market remain strong for many reasons, says our Co-Chairman...

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1600757662

China’s healthcare energized under paradigm shifts

16-09-2020

The onset of COVID-19 has exposed the inadequacy of the global health infrastructure – China is not an exception. In addition to demographics...

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1600247586

The Multi-Asset Perspective: September 2020

14-09-2020

We spot two forces that draw capital in and out Asian markets – Investors are wary of the economic recovery in some countries, such as India and...

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1600051613

A deep dive in China’s sector winners despite health crisis

21-08-2020

We recognize a growing number of uncertainties taking a toll on the outlook for the world economy, which in our view did not derail the opportunity...

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1597996797

The Multi-Asset Perspective: August 2020

18-08-2020

Investors continue to take solace in the positive surprises in the macro data, which has printed with recovery signs since May.  points to China’s...

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1597748607

China In Focus: The Post-COVID-19 Era

11-08-2020

We broadly categorize the backdrop facing equity investors into four key points that impact the markets during and after the pandemic. China emerges...

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1597132807

The Multi-Asset Perspective: July 2020

20-07-2020

Upbeat macroeconomic data, expectation of a V-shaped recovery and earnings downward revision to bottom collectively provided a tailwind to global...

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1595231857

World Economic Forum Insight Report : The renminbi and China’s capital markets

13-07-2020

Continued growth in China’s asset management industry on the back of economic development and wealth accumulation, coupled with industry...

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1594632124

Asian credits: Hunting for value in a fragile world

10-07-2020

Nowadays, policy easing is a universal way to land the global economy. Yet, with a varying level of liquidity among countries, traditional sources of...

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1594359007

Midyear Outlook: Investing under the new norms

02-07-2020

In planning investments, investors must deal with two new norms in the world: the near-term behavioral change due to COVID-19 and the increased...

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1593669141

Coronavirus ignited gold ETF inflows

10-06-2020

The COVID-19 pandemic has fueled the demand for investing in safe haven assets like gold. Year-to-date, gold assets has outran the major risky assets...

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1591770681

The Multi-Asset Perspective: June 2020

08-06-2020

The Sino-U.S. tension and potential restriction on tech know-how creates uncertainty. Kelly Chung, Senior Fund Manager, examines the post-pandemic...

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1591600381

From Value Investor to Value Creator – A case of active engagement

26-05-2020

 Active ownership and shareholder engagement are ubiquitous among equity managers. Within the credit space, engagement is believed to be a...

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1590459391

What To Watch Before And After China’s Yearly “Lianghui” Gathering

20-05-2020

In this Q&A, Yu Chen Jun, Senior Fund Manager, provides his insights on the implications of the yearly gathering for the Chinese financial assets...

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1589956380

The Multi-Asset Perspective: May 2020

13-05-2020

Flushed with ample liquidity, investors in many markets enjoyed a relief rally in April. Our Senior Fund Manager Kelly Chung discusses in this edition...

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1589333620

Factors to consider – Developed versus emerging markets

07-05-2020

 Neither developed nor emerging markets is immune to the unexpected virus hit. Although the world’s growth outlook in 2020 turned doom amid...

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1588811621

Co-Chairman Mr. Cheah: Attack & Defend against the COVID-19 impacts

30-04-2020

Amid the setback brought by COVID19, the world is experiencing a harrowing rise in unemployment and a total shock from demand and supply. Dato’ Seri...

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1588238188

Fixed Income Insights: Q1 2020 Market Review

24-04-2020

Experiencing an eventful start, we entered 2020 with the favorable momentum from the Phase 1 trade deal between the U.S. and China. As the COVID-19...

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1587693980

See through the cloud of fears

17-04-2020

The market sees low clarity under unprecedented challenges. The public health crisis first disrupted the supply chain and quarantined workers in...

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1587087954

The Multi-Asset Perspective: April 2020

08-04-2020

 In this edition of the Multi-Asset Perspective, our Senior Fund Manager Kelly Chung takes note of what comes next after panic sell down...

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1586341300

Cooler heads prevail – a value perspective

01-04-2020

 We hope you stay healthy and safe during these most difficult days.As value investors, we observe bargains surfacing from irrational...

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1585724729

Co-Chairman Mr. Cheah‘s views on economies and markets amid virus outbreak

31-03-2020

Malaysia Newspaper The Star published on March 28 an article featuring our Co-Chairman and Co-Chief Investment Officer Dato’ Seri Cheah Cheng...

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1585654501

Opportunities in crisis: Finding ‘diamonds’ of China companies in the volatile rough

15-03-2020

The Chinese term for crisis 危机 (pronounced ”wēi jī“) is composed of two characters, the first, meaning danger and the second, meaning...

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1584272443

Markets this week: An octane fuelled mix

13-03-2020

 The cocktail of plummeting US Treasury yields and tumbling oil prices have shaken investor confidence. Much of these concerns have also...

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1584102621

The Multi-Asset Perspective: March 2020

13-03-2020

In this edition of the Multi-Asset Perspective, our Senior Fund Manager Kelly Chung takes note of heightened risks in the market. China / Hong...

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1584069135

Our Chairman’s views on U.S., China equities and gold

09-03-2020

Hong Kong Economic Times today published a front-page story featuring Value Partners’ house view amid the coronavirus outbreak. Our Co-Chairman and...

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1583748746

Asian total return opportunities amid ultra-low rate: Jason Yan

09-03-2020

While fears of widespread coronavirus take a toll on the global economy, Jason Yan, Senior Fund Manager, shares his outlook for the Asian credit...

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1583725841

Coronavirus Impacts on China Fixed Income Market: Gordon Ip

02-03-2020

 The coronavirus is spreading beyond China’s borders. While the risks of the viral outbreak still underlie the financial market, we would...

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1583122038

Bond market: Impact from coronavirus outbreak

04-02-2020

As the number infected with new coronavirus in China continues to rise, panic over the outbreak has triggered a global risk-off, with Asian markets...

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1580803070

Equities market: Impact from coronavirus outbreak

04-02-2020

Concern over the recent coronavirus outbreak has mounted, dampening both sentiment as well as markets. As preventive measures/quarantines against the...

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1580764847

Fixed Income Insights: Q4 2019 Market Review

23-01-2020

Mixed signals and prolonged discussions of the U.S.-China trade talk continued to take center stage throughout the fourth quarter. As an initial...

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1579747873

The Multi-Asset Perspective: December 2019

13-12-2019

In this edition of the Multi-Asset Perspective, our Senior Fund Manager Kelly Chung said as U.S.-China trade negotiations is moving towards a positive...

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1576232827

Eyeing value opportunities in Asia across asset classes

04-12-2019

 A spate of market events – sliding Purchase Managers’ Index (PMI) and yield curve inversion – is consideredsigns of economic downturn....

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1575453170

Co-Chairman and Co-Chief Investment Officer Louis SO: Our investment outlook amid present challenges in Hong Kong

25-11-2019

The city’s social unrest approaches to its fifth month without apparent signs of impending cessation. The economy has been continuously hit by...

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1574677263

Investment Opportunities in Asia’s Technology and Innovation

18-11-2019

The 4G technology has been dominating the mobile market, but 5G technology’s imminent arrival is expected to revolutionize the industry with its...

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1574072333

The Multi-Asset Perspective: November 2019

15-11-2019

In this edition of the Multi-Asset Perspective, our Senior Fund Manager Kelly Chung said positive developments in U.S.-China trade negotiations boost...

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1573802033

China Market Outlook from Value Partners Co-CIO Louis SO

08-11-2019

Global purchasing managers' index data, indicating the prevailing direction of manufacturing activities and economy, plunged below the alarming...

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1573193285

The Multi-Asset Perspective: October 2019

24-10-2019

In this edition of the Multi-Asset Perspective, our Senior Fund Manager Kelly Chung said valuation has reached a historical low level in mainland...

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1571898213

Fixed Income Insights: Asian bonds’ scarcity value emerges amid negative yields

15-10-2019

Global bond markets experienced an eventful third quarter with the 10-year Treasury yield falling below the 2-year Treasury yield for the first time...

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1571110558

The Multi-Asset Perspective: September 2019

19-09-2019

In this edition of the Multi-Asset Perspective, our Senior Fund Manager Kelly Chung said amid weakening investment sentiment and economic data,...

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1568882035

The Multi-Asset Perspective: August 2019

20-08-2019

In this edition of the Multi-Asset Perspective, our Senior Fund Manager Kelly Chung said emerging market ex-Asia equities and gold tend to outperform...

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1566271374

Identify opportunities amid trade uncertainties and volatility

30-07-2019

Despite current US-China trade frictions, our Equity Investment Director Chung Man Wing believes China A-shares and Hong Kong’s stock market are...

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1564482299

The Multi-Asset Perspective: July 2019

17-07-2019

In this edition of the Multi-Asset Perspective, our Senior Fund Manager Kelly Chung said the market sentiment has improved on the trade war truce and...

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1563347529

Fixed Income Insights: Implications from trade war and a dovish Fed

08-07-2019

Over the second quarter, markets have been dominated by volatility with increased tariffs, concerns over escalating trade war that will disrupt the...

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1562564545

The Multi-Asset Perspective: June 2019

14-06-2019

In this edition of the Multi-Asset Perspective, our Senior Fund Manager Kelly Chung said global markets have entered risk-off mood in June while...

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1560494908

The Multi-Asset Perspective: May 2019

24-05-2019

In this edition of the Multi-Asset Perspective, our Senior Fund Manager Kelly Chung shares her latest thoughts on a number of key asset classes and...

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1558682649

Investing in China: Dancing with the dragon

20-05-2019

Five Myths about China‘s EconomyMyth 1: China has a dangerous overhang of debt Debt levels in China appear to have climbed to dizzying heights...

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1558317534

What to make of Trump’s latest tariff threats?

08-05-2019

Stock markets around the world descended into a state of panic this week after Sino-US trade talks took a turn for the worst.Hopes of the two...

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1557305679

Fixed income insights: Unlocking yields amid uncertainties

26-04-2019

Over the first quarter, global economic developments have been eventful yet positive, in our view. Both broad Asian bond market and U.S. treasury...

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1556284837

The Multi-Asset Perspective: April 2019

16-04-2019

In this edition of the Multi-Asset Perspective, our Senior Fund Manager Kelly Chung shares her latest thoughts on a number of key asset classes and...

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1555387089

Debunking the Chinese property myth

11-04-2019

The argument that China’s property market is always one step away from disaster has always been a constant topic of discussion within the...

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1554952415

The Multi-Asset Perspective: March 2019

25-03-2019

As capital continues to flock towards risk assets globally, our Senior Fund Manager Kelly Chung shares her outlook on a number of key asset classes...

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1553482178

Key takeaways from China’s 2019 NPC and MSCI’s A-share boost

21-03-2019

China wrapped up its annual National People’s Congress (NPC) last week in what was one of most highly anticipated events this year. To help our...

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1553156852

How to navigate investment risks and opportunities in 2019

15-03-2019

Turbulence amid grey skies. That was the overriding theme in financial markets in the second half of 2018 as a number of surprises rocked already...

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1552644985

The Multi-Asset Perspective: February 2019

25-02-2019

In this edition of the Multi-Asset Perspective, our Senior Fund Manager Kelly Chung shares her latest thoughts on the outlook of a number of key asset...

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1551067892

The Multi-Asset Perspective: January 2019

15-01-2019

In the latest edition of the Multi-Asset Perspective, our Senior Fund Manager Kelly Chung shares her thoughts on the outlook of a number of key asset...

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1547539826

Keeping faith in the China growth story

04-01-2019

With a volatile 2018 that proved to be difficult to navigate now firmly behind us, the biggest question market participants are asking is whether 2019...

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1546595264

The Multi-Asset Perspective: December 2018

11-12-2018

Our Senior Fund Manager Kelly Chung shares her latest multi-asset outlook and insights in a new monthly series exclusive to the Value Partners...

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1544495927

Chairman’s keynote at Sir John Templeton Investment Roundtable 2018

10-09-2018

Below is an excerpt of the keynote address by our Chairman Dato’ Seri Cheah Cheng-Hye at Sir John Templeton Investment Roundtable 2018.China –...

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1536551534

Latest China Market Outlook – 2018 July

24-07-2018

Volatility persisted in the second quarter of 2018 as concerns about rising trade tensions, US-North Korea relations and deleveraging in China...

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1532403896

Our Chairman’s views on the potential trade war between China and the U.S.

06-04-2018

In recent months, I have been advising investors to be cautious, because I was worried about rising trade tensions between China and the U.S. But now...

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1522983217

Asia Credit Market Outlook 2018

10-01-2018

1.  Global markets stayed upbeat for most of 2017. Was it a good year for the Asia credit market too? 2017 was the first time that all major...

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1515575591

China and Hong Kong stockmarket outlook 2018

10-01-2018

1. The Hong Kong market outperformed global peers in 2017. Do you think the rally can be sustained in 2018?We believe that the overall investment...

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1515574286

Latest China Market Outlook

01-09-2017

A Note from our Co-Chief Investments Officer Mr. Louis SO China market: catalysts fuelling a sustained stockmarket China’s offshore stocks saw a...

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1504246368

Interview with Mr. Yu Xiaobo, Value Partners’ Head of China Business

19-07-2017

We are pleased to announce that Mr. Yu Xiaobo is appointed as Value Partners’ Head of China Business in early-June this year, in addition to his...

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1500457021

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...

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1498467427

Outlook 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...

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1483426966

2017 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...

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1483409976

Fund 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...

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1478685014

China: 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’...

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1476440585

It’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...

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1469757637

A 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...

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1469749572

Value 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...

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1466711783

Value 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...

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1465935357

Window 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%...

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1461695748

H 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...

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1453833827

2016 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...

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1451857690

Asian 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...

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1443562794

2015 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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