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Insights

Multi-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...

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1655719319

A 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...

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1653895143

Multi-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...

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1653531367

2Q 2022 Fixed Income Outlook

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...

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1652178225

Growth 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...

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1651043028

Multi-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,...

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1650526852

Views 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...

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1649833272

Long 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. ...

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1649314627

Multi-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...

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1648090851

Takeaways 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...

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1647497804

Views 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...

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1647420511

Russia-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...

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1647239879

Metaverse – 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....

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1646987365

Multi-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...

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1645518896

1Q 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...

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1644830289

Is 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...

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1643098746

Multi-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...

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1642756926

ESG 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...

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1642668306

5 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...

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1640914043

Multi-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...

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1639726587

2022 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,...

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1639708235

Building 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,...

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1639639582

Multi-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...

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1638179557

US-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...

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1637562746

Views 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...

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1636970671

Fixed 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...

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1636421913

Value 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,...

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1635837964

Multi-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...

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1634292996

Multi-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,...

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1631934163

Value 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...

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1631604339

Navigating 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...

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1628843897

Multi-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...

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1628588791

Quality 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...

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1628159876

The 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...

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1627543516

Fixed 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...

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1626768446

Multi-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...

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1623912582

China 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...

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1622454813

China’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...

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1622198324

Multi-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...

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1621505875

Fixed 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...

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1618977312

Move 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...

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1618386543

Multi-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,...

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1618384764

A 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...

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1616407198

Surviving 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,...

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1616384023

The 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...

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1615296014

The 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...

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1613373629

A “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...

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1612342270

Homegrown 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,...

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1612259986

Fixed 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...

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1611625875

The 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...

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1611137388

China 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...

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1610695831

Why 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...

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1610074058

2021: 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...

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1609747358

The 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...

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1608618577

The 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...

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1605250884

【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...

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1603352044

The 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...

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1603330043

Fixed 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...

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1602843922

China 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...

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1602122131

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 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

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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