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Insights

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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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