Multi-Asset Perspective – November 2022
21-11-2022
Our investment director and head of Multi-Asset, Kelly Chung, shares her latest insights on different asset classes. In China, Covid controls and...
Read morePolicy Matters: “Risk on” driven by policy pivoting, expect more to follow
16-11-2022
There has been a dramatic change in market sentiment over the last two weeks, with policymakers in China unleashing different sets of policy support...
Read moreSupportive measures for Chinese properties: the impact on China credit
15-11-2022
What happened? On 11 November 2022, it was reported that the PBoC and the CBIRC had jointly issued a notice containing 16 supportive measures for the...
Read moreRapid Opinion: Not there yet, but we are getting closer
03-11-2022
The market was desperately hoping for the US Federal Reserve (the US Fed) to pivot, but those hopes faded as chairman Powell delivered hawkish...
Read moreThought Piece: Has value come back in the fixed income markets?
01-11-2022
On 12 September 2019, The Economist published an article titled “Austria’s 100-year bond has delivered stunning returns”, with the subtitle...
Read morePolicy Matters: China’s 20th party congress
27-10-2022
Policy Matters: 20th party congress reaffirms development and its focus on technology innovation The 20th party congress of the Communist Party of...
Read moreHang Seng x Value Partners – University Elite ESG Challenge 2023
24-10-2022
Committed to investing in and nurturing Hong Kong’s next generation of young professionals, Value Partners is pleased to support the ‘University...
Read moreMulti-Asset Perspective – October 2022
24-10-2022
Our investment director and head of Multi-Asset, Kelly Chung, shares her latest insights on different asset classes. Investor sentiment toward the...
Read moreMulti-Asset Perspective – September 2022
26-09-2022
Our investment director and head of Multi-Asset, Kelly Chung, shares her latest insights on different asset classes. Investor sentiment toward the...
Read moreSingapore’s banks remain resilient despite volatility
22-09-2022
US CPI slightly decelerated to 8.3% in August from 8.5% in the previous month1, but the figure is still more than expected as investors await signs...
Read moreWhen Powell turns to Volcker, you should turn to Value
22-09-2022
The Wall Street Journal recently reported that the US Federal Reserve Chairman Jerome Powell scrapped his original address at the Jackson Hole...
Read moreValue Partners Group named Outstanding ESG Performer of the Year
30-08-2022
We are pleased to announce that Value Partners Group Limited (Hong Kong stock code: 806) was named as the Outstanding ESG Performer of the Year –...
Read moreMulti-Asset Perspective – August 2022
22-08-2022
Our investment director and head of Multi-Asset, Kelly Chung, shares her latest insights on different asset classes. She also explains why there is a...
Read moreFixed Income Investment Outlook 3Q 2022
12-08-2022
Navigating The Transition To Moderate Growth And High Inflation Fed pivot remains in debate The FOMC raised fed fund rates by 225 bps this year....
Read moreSingapore’s REITs to offer downside protection
11-08-2022
Singapore’s real estate investment trusts (REITs) that focus on retail properties have performed well this year despite the volatile market...
Read moreRemain selective in China’s healthcare sector
26-07-2022
Sentiment towards China’s healthcare sector has improved, driven by easing regulatory concerns and continued improvement in the country’s Covid...
Read moreMulti-Asset Perspective – July 2022
25-07-2022
Our investment director and head of Multi-Asset, Kelly Chung, shares her latest insights on different asset classes. She also explains...
Read moreValue Partners Responsible Investing
14-07-2022
As markets evolve and more corporate disclosures have become available, Environmental, Social and Governance (“ESG”) considerations have also...
Read more2022 Mid-Year Market Outlook
08-07-2022
Identifying Silver Linings Amidst The Volatility Volatility was carried into 2022, with Asian markets broadly under pressure in the year’s first...
Read moreManaging volatility in a challenging investing landscape
27-06-2022
Although the current macro backdrop does not bode well for markets, investors should consider an Asia-focused dynamic multi-asset strategy that keeps...
Read moreSingapore banks: the largest rate hike beneficiaries in the ASEAN
27-06-2022
Global markets have become volatile amid inflationary pressures and tighter monetary conditions. Inflation has also started to hurt Asia markets, with...
Read moreMulti-Asset Perspective – June 2022
20-06-2022
Investor sentiment toward Greater China equities improved on the back of China’s supportive policies and economic resumption.However, inflation...
Read moreA flexible solution against rising inflation
30-05-2022
Investors are now concerned with various risk factors, including the aggressive rate hikes by global central banks to curb inflation, heightened...
Read moreMulti-Asset Perspective – May 2022
26-05-2022
Sentiment toward Greater China remains subdued amid ongoing concerns over China’s zero Covid strategy.However, China is expected to roll out...
Read moreFixed Income Outlook 2Q 2022
10-05-2022
Executive Summary: Marco headwinds persisting Be prepared for (more) U.S. rate hikes 1Q22 was marked by heightened market volatility due to the...
Read moreGrowth drivers for China’s telecom sector
27-04-2022
Several uncertainties have weighed on investor sentiment since the beginning of 2022. Following the events of the military conflicts between Russia...
Read moreMulti-Asset Perspective – April 2022
21-04-2022
The surging Omicron cases in China and resulting lockdowns have become the largest headwind to the country’s economy.In Southeast Asia,...
Read moreViews on China’s Fixed income market
13-04-2022
Since the beginning of 2022, global markets have been marked by heightened market volatility due to the military tensions between Ukraine and Russia...
Read moreLong term growth in China’s healthcare sector
07-04-2022
In March, ongoing geopolitical tensions between the US and China and regulatory uncertainty continued to weigh on China’s healthcare industry. ...
Read moreMulti-Asset Perspective – March 2022
24-03-2022
Tensions between Russia and Ukraine have exacerbated inflationary concerns globally.That said, China and some parts of Asia are in a better...
Read moreTakeaways from China’s NPC 2022
17-03-2022
China’s National People’s Congress (NPC) kicked off its annual gathering in Beijing on 5 March 2022. The government has set...
Read moreViews on Chinese Market Turmoil
16-03-2022
Where do we stand on China’s volatile markets? The increasing COVID infections in China and resulting lockdowns have further complicated the macro...
Read moreRussia-Ukraine: What Does it Mean for Asia and China?
14-03-2022
While markets globally have been impacted by the geopolitical tensions and ongoing inflationary concerns in the US, we view that our China- and...
Read moreMetaverse – the digitalization of everyday life?
11-03-2022
What is the metaverse? The metaverse has become a hot topic over the past year, with various tech giants citing it as the future of digital life....
Read moreMulti-Asset Perspective – February 2022
22-02-2022
Investors are rotating from growth to value on the back of the faster-than-expected tightening by the US Fed.In China, the government has...
Read more1Q 2022 Fixed Income Outlook
14-02-2022
A step forward in policy fine-tuning U.S. entering a tightening cycle; volatility remains Inflation in the U.S. and the pace of Fed’s rate hikes...
Read moreIs it time for a rebound in China property credits?
25-01-2022
With growth stability as the key policy agenda for China in 2022, we are seeing more signals from the government that it has been giving more signs...
Read moreMulti-Asset Perspective – January 2022
21-01-2022
In China, the country has started to gradually implement both fiscal and monetary stimulus to support the economy. Regulatory concerns have also...
Read moreESG powered by tech to create investment opportunities
20-01-2022
Increased interest and awareness in ESG, coupled with innovation and technology, have created new long-term secular trends and investment...
Read more5 Areas that Investors Should Look Out For in 2022
31-12-2021
1. The metaverse will remain a key investment theme Although the metaverse is in its early stages of development, it has become a hot topic in the...
Read moreMulti-Asset Perspective – December 2021
17-12-2021
The new Omicron variant sent shockwaves to global markets towards the end of November.Short-term volatility remains as investors continue to be...
Read more2022 Market Outlook Report
17-12-2021
Crouching Tiger, Hidden Gems 2021 was a year of divergence and extremes. Equity market performances were largely diverged, with developed markets,...
Read moreBuilding a culture of ESG
16-12-2021
Value Partners’ Senior Director of Operations Mr. Kuan Yu Oh joined a group of panelists to speak at a panel during the IR Annual Symposium 2021,...
Read moreMulti-Asset Perspective – November 2021
29-11-2021
Moderating growth and inflation continue to be key concerns in markets.Investors have become defensive and high quality securities have become in...
Read moreUS-China Summit: is the worst behind us?
22-11-2021
Although there were expectations for improved relations between the US and China under Joe Biden’s administration, trade relations have not changed...
Read moreViews on Common Prosperity and Longer-term Implications
15-11-2021
Value Partners’ Co-Chairman and Co-Chief Investment Officer Dato’ Seri Cheah Cheng Hye recently joined leading China-focused executives and...
Read moreFixed Income Outlook 4Q 2021
09-11-2021
Distorted valuations but be selective Inflation expectations in the driving seatThe third quarter of 2021 was characterized by further growth...
Read moreValue Partners’ ESG integration approach facilitates stock picking
02-11-2021
Frank Tsui, our Senior Fund Manager and Head of ESG Investments, shared with the Hong Kong Economic Times how Value Partners applies Environmental,...
Read moreMulti-Asset Perspective – October 2021
15-10-2021
Sentiment turned sour amid concerns over Evergrande and a tighter liquidity outlook. Investors have moved towards the more defensive parts of the...
Read moreMulti-Asset Perspective – September 2021
18-09-2021
Sentiment has improved in most markets in Asia as the Fed remained its accommodative stance.As short-term volatility is expected to continue,...
Read moreValue Partners receives two awards from HKIRA
14-09-2021
Established in 1993, Value Partners Group (stock code: 00806) is the first asset management group listed on the Main Board of the Hong Kong Stock...
Read moreNavigating through uncertainty in the midst of normalization
13-08-2021
Preface: The year of normalization Some semblance of normalcy returned during the first half this year, as the global vaccine rollout has...
Read moreMulti-asset perspective – August 2021
10-08-2021
Markets were down in Asia, especially for Greater China markets, as the regulatory crackdown on various sectors in China has dampened investor...
Read moreQuality growth is more important than short-term volatility
05-08-2021
In a recent exclusive interview with Hong Kong Economic Times, Value Partners’ Co-Chairman and Co-Chief Investment Officer Dato’ Seri Cheah Cheng...
Read moreThe Wealth Net: Can investing in China meet ESG criteria?
29-07-2021
Frank Tsui, managing director and head of ESG investment at Value Partners Group, shared his insights on the ESG investing landscape in China market...
Read moreFixed income outlook – 3Q 2021
20-07-2021
Executive Summary: policy to drive sentiment The vaccination rollout and easing of mobility restrictions have reset global growth...
Read moreMulti-asset perspective – June
17-06-2021
May was a month of mixed signals from the ongoing global economic recovery, resurging COVID cases and inflationary concerns.But we continue to be...
Read moreChina Healthcare – Innovation the key to value
31-05-2021
Value Partners & Oxford Metrica has co-launched a white paper China healthcare innovation the key to value. China's Grey Bomb Cries Out For...
Read moreChina’s health care sector: Is there still more room for growth?
28-05-2021
With the advent of Covid-19, the healthcare sector has become a spotlight for investors last year, as various healthcare-related companies accelerated...
Read moreMulti-asset perspective – May 2021
20-05-2021
Risks continue to loom Asia, with the surge of commodity prices adding to inflationary concerns.But we continue to be cautiously optimistic of the...
Read moreFixed income outlook – 2Q 2021
21-04-2021
Highlights We believe there are still scopes for 10-year U.S. Treasury yield to go higher at end-2021, though some consolidation may occur in the...
Read moreMove with the times – A dynamic multi-asset strategy
14-04-2021
Dynamic allocation proves to be an approach to flatten your roller coaster ride in the volatile Asian market into a pleasurable Ferris wheel...
Read moreMulti-asset perspective – April 2021
14-04-2021
The pace of yield curve steepening turned less violent than some previous sessions, giving the global bond market a breather.Closer to home,...
Read moreA resurgent dividend story in Asia
22-03-2021
The Asia Pacific region has historically provided some of the highest dividend paying stocks. However, with much of the region’s markets heavily...
Read moreSurviving rate hike cycle with multi-asset strategy
22-03-2021
The global economic recovery gains momentum, but investors are now concerned about the challenges that follow.As the macro outlook turns benign,...
Read moreThe Multi-Asset Perspective – March 2021
09-03-2021
Value sectors in Hong Kong/China equities are still attractive after several rally sessions. Rotation is more likely across sectors and styles than a...
Read moreThe Multi-asset Perspective – February 2021
15-02-2021
Valuations indeed heightened after the rally post pandemic. As we factor in China’s continued and resilient macro recovery, ample liquidity backdrop...
Read moreA “Safe Pair of Hands” Needed to Navigate China’s Volatile Equity Market
03-02-2021
Known for its volatility, lack of transparency and still-evolving regulatory environment, China’s onshore equity market can be rather scary for even...
Read moreHomegrown players rewire supply and demand
02-02-2021
China’s first-in, first-out case ensured its supply to the world undisturbed, enabling the country to take market share from others. Even better,...
Read moreFixed Income Q1 2021 Market Outlook
26-01-2021
Entering into vaccine-driven normalization 2020 closed with a diminishing risk premium, as vaccine hopes and expectations of a growth rebound...
Read moreThe Multi-Asset Perspective – January
20-01-2021
China continues to be a favored destination for global investors, following its effective virus control, vigorous manufacturing activities and healthy...
Read moreChina equities: Domestic consumption at play
15-01-2021
The dual circulation strategy is at the core of China's economic development for the next five years and onwards. The circulation’s internal loop...
Read moreWhy Asian assets remain relevant in the year of restart
08-01-2021
Vaccines, coupled with continuing support from central banks, shall lend support to extend the momentum of investors’ risk appetite in 2021. Our...
Read more2021: The year of normalization
04-01-2021
The year 2021 is poised for a restart. Vaccination and other signs of relief permit the world to start envisioning recovery beyond the dreadful COVID...
Read moreThe Multi-Asset Perspective – December
22-12-2020
China’s economy, hardened thanks to resiliency in domestic demand and consumption reshoring to the mainland, is primed for a sustained recovery path...
Read moreThe Multi-Asset Perspective – November
13-11-2020
Trump’s potential refusal to concede, uncooperative response, and the Senate’s election outcome could spike the near-term market volatility, as...
Read more【White paper】China healthcare – Innovation the key to value
22-10-2020
Value Partners & Oxford Metrica has co-launched a white paper China healthcare innovation the key to value.China healthcare offers...
Read moreThe Multi-Asset Perspective: October 2020
22-10-2020
A slew of uncertainties on the top of investors’ minds includes the upcoming U.S. presidential election and the intensifying tensions between the...
Read moreFixed Income Q4 Market Outlook
16-10-2020
Asian credit continued its recovery, albeit at a slower pace. In the 3Q20, the asset class returned 2.1%, with the JACI Investment Grade Index and the...
Read moreChina recovery on track
08-10-2020
Economic recovery accelerates Although the pandemic continues to have a major impact on the global economy, a positive outlook is still in place for...
Read moreCo-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...
Read moreChina’s healthcare 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...
Read moreThe 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...
Read moreA 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...
Read moreThe 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...
Read moreChina 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...
Read moreThe 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...
Read moreWorld 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...
Read moreAsian 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...
Read moreMidyear 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...
Read moreCoronavirus 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...
Read moreThe 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...
Read moreFrom 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...
Read moreWhat 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...
Read moreThe 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...
Read moreFactors 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...
Read moreCo-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...
Read moreSee 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...
Read moreThe 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...
Read moreCooler 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...
Read moreCo-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...
Read moreOpportunities 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...
Read moreMarkets 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...
Read moreThe 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...
Read moreOur 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...
Read moreAsian 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...
Read moreCoronavirus 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...
Read moreBond 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...
Read moreEquities 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...
Read moreFixed 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...
Read moreThe 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...
Read moreEyeing 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....
Read moreCo-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...
Read moreInvestment 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...
Read moreThe 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...
Read moreChina 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...
Read moreThe 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...
Read moreFixed 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...
Read moreThe 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,...
Read moreThe 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...
Read moreIdentify 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...
Read moreThe 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...
Read moreFixed 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...
Read moreThe 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...
Read moreThe 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...
Read moreInvesting 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...
Read moreWhat 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...
Read moreFixed 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...
Read moreThe 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...
Read moreDebunking 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...
Read moreThe 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...
Read moreKey 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...
Read moreHow 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...
Read moreThe 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...
Read moreThe 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...
Read moreKeeping 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...
Read moreThe 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...
Read moreChairman’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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