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...
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 –...
Read moreLatest 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...
Read moreOur 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...
Read moreAsia 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...
Read moreChina 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...
Read moreLatest 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...
Read moreInterview 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...
Read moreEarnings 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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