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Author: Dr. Chenjiazi Zhong

Dr. Chenjiazi Zhong is the founder of Fundopedia, an independent global outsourced CIO and investment firm that provides customized investment solutions to investors.
Asset Allocation…

ESG Ratings and Methodology

1 Jul 2021October 31, 2024
The interest in ESG investing creates greater demand for ESG data, ratings, rankings, and methodologies (Abhayawansa & Tyagi, 2021). Different ESG ratings, rankings, and methodologies produce significantly different assessments of…
Asset Allocation…

SRI and ESG: Ratings, Methodologies, and Performance

17 Jun 2021November 5, 2024
Socially responsible investing (SRI) is a well-worn term that grew in prominence during the 1980s and 1990s, but its roots trace back two millennia, shaped by civil-rights-era thinkers, faith-based organizations,…
Asset Allocation…

Advances in Investment Portfolio Management: November 12, 2020

12 Nov 2020November 5, 2024
Portfolio management refers to the selection of securities and their continuous shifting in the portfolio for optimizing the return and maximizing the wealth of an investor by analyzing the strengths,…
Asset Allocation…

Market Recap Monday, December 24, 2018

24 Dec 2018November 5, 2024
On global equities Volatility in global equity markets persisted in November, fears of rising interest rates, multiple trade conflicts, the end of QE, and related uncertainty about the global economic…
Private Equity…

Strategies That Chinese Small and Medium-Sized Enterprises Use to Attract Venture Capital

24 Jun 2018December 23, 2024
Abstract Small and medium-sized enterprises (SMEs) contribute to China’s economic growth and help maintain social stability. However, SME business leaders have cited access to finance as an obstacle of SMEs’…
Global Macro…

Market Recap Friday, October 13, 2017

15 Oct 2017
In Brief U.S.: PPI ticking higher and inflation not dead; small business confidence peaking with D.C. risk; jobless claims still low Eurozone: Another good month for Eurozone sentiment; structural reform…
Market Commentary…

Market Recap Friday, October 6, 2017

6 Oct 2017
In Brief U.S.: Economic activity in both manufacturing sector and non-manufacturing sector continued to expand in September 2017; light vehicle sales in September realized the first gain of the year;…
Market Commentary…

Market Recap Friday, September 29, 2017

29 Sep 2017
In Brief U.S.: Trump gives a new “red line” for his 20% corporate tax rate; tax reform framework; consumer confidence index fell to 119.8 while data skewed by hurricanes Europe:…
Market Commentary…

Market Recap Friday, September 22, 2017

22 Sep 2017
In Brief U.S.: FOMC meeting September 20: Fed is leaving short-term interest rates unchanged, but December Fed hike possible; QE unwind, fiscal progress? Eurozone: Eurozone upturn regains momentum in September;…
Market Commentary…

Market Recap Friday, September 15, 2017

15 Sep 2017September 16, 2017
In Brief U.S.: August NFIB small business confidence index up 0.1 month on month to 105.3; CPI surprises to the upside in August; inflation expectations continue to rise Eurozone: Earlier…
Market Commentary…

Market Recap Friday, September 8, 2017

8 Sep 2017
In Brief U.S.: ISM PMI up 2.5% to 58.8; ISM NMI up 1.4% to 55.3; job growth has started to slow, typical in 2H of a business cycle Euro zone:…
Market Commentary…

Market Recap Friday, September 1, 2017

1 Sep 2017September 1, 2017
In Brief U.S.: Hurricane Harvey hit insurance stocks and auto giants; U.S. nonfarm payrolls preview Euro: The euro hit a multi-year high after Draghi did not comment on the currency…
Market Commentary…

Market Recap Friday, August 25, 2017

26 Aug 2017
In Brief U.S.: PMI pop in August 2017 amid milder trend; dollar index clocks 15-month low EU: ZEW sentiment fading; sentiment also easing elsewhere in Europe; euro appreciation is a…
Market Commentary…

Market Recap Friday, August 18, 2017

18 Aug 2017August 19, 2017
In Brief U.S.: Home builder sentiment climbed in August 2017 and consumers still likely pent up demand for housing; 10-year breakeven inflation rate rose in July for the first time…
Market Commentary…

Market Recap Friday, August 11, 2017

11 Aug 2017August 13, 2017
In Brief U.S.: Producer prices recorded the biggest drop in 11 months; productivity rose 0.9% in 2Q17, consistent with the climb in the JOLTS Quits Eurozone: Soft and hard data…
Market Commentary…

Market Recap Friday, August 4, 2017

4 Aug 2017August 4, 2017
In Brief U.S.: 10-year yield slips to lowest in a month; The DJIA closed above 22,000 for the first time; U.S. companies post profit growth not seen in six years;…
Market Commentary…

Market Recap Friday, July 28, 2017

28 Jul 2017July 28, 2017
In Brief U.S.: Consumer confidence steadfast ahead of political turmoil; U.S. dollar weakened notably Eurozone: “Euphoric” soft data points and growth spurt loses momentum for second month running Germany: The…
Market Commentary…

Market Recap Friday, July 21, 2017

21 Jul 2017
In Brief Europe: Encouraging data now; ECB studying tapering U.S.: Inflation down; housing permits back up China: New data released; PBOC to coordinate work of new financial oversight body U.K.:…
Market Commentary…

Market Recap Friday, July 7, 2017

7 Jul 2017July 7, 2017
In Brief U.S. growth continues to hum along at a moderate pace More hard evidence of European economic expansion Capacity, labor, and price pressures accruing in Japan In China government…
Market Commentary…

Market Recap Friday, June 30, 2017

30 Jun 2017July 1, 2017
In Brief Momentum equity style factor is outperforming, backed by a sustained economic expansion. Oil prices entered a bear market on concerns about higher-than-anticipated global supply. Baa spreads hit fresh…
Market Commentary…

Market Recap Friday, June 23

23 Jun 2017
In Brief Investing with a long-time horizon and through a diversified portfolio are the best ways to batten down the hatches against volatility and avoid emotional investing errors. How should…
Market Commentary…

Market Recap Wednesday, June 14

14 Jun 2017
In Brief A rebound in U.S. economic data strengthened the Fed’s case for a rate hike in June; the Fed outlined a plan to reduce the balance sheet. European growth…
Market Commentary…

Market Recap Friday, June 9, 2017

10 Jun 2017October 8, 2017
On U.S. U.S. jobless claims declined 10,000 week over week to 245,000. With U.S. credit-scoring easing, and the credit damage from the U.S. downturn passing, U.S. consumption remains strong. Nowadays,…
Market Commentary…

Market Recap Friday, May 19

19 May 2017May 19, 2017
On Oil: Prices Jump to Three-Week High on Talk of Extending Production Cuts Oil prices jumped to a three-week high on May 15. U.S. crude futures rose to $48.85 a…
Market Commentary…

Market Recap Friday, May 5th

5 May 2017May 5, 2017
China: Commodities Slump Weighs on Stocks, PMIs Losing Momentum A slump in Chinese metals prices and weakness in crude oil sent equity markets across the region lower. Oil price tumbled…
Market Commentary…

Market Recap Friday, April 28th

27 Apr 2017May 3, 2017
Global stock markets rallied after a centrist candidate won the first round of France’s presidential election. French stocks and the euro both gained after Emmanuel Macron, above, and Marine Le…
Market Commentary…

Market Recap Saturday, April 8, 2017

8 Apr 2017August 5, 2017
Global Markets Pressured: Gold, Yen, Bonds Gain as Investors Step Up Safety Plays Equity markets stayed under pressure on Friday, while the yen and oil prices rose sharply, after the…
Market Commentary…

Market Recap

23 Mar 2017March 24, 2017
On Economy Voluntary job separations continue to trend higher in the U.S., which is a healthy sign. Additionally, the NAHB housing market index hit a new cycle high in March.…
Market Commentary

Market Recap

7 Mar 2017March 11, 2017
Stocks Rise After Jobs Report Stocks rose Friday following February jobs report, which indicated increased hiring. The S&P 500 Index grew 0.3%, the Dow Jones Industrial Average rose 45 points,…
Market Commentary…

Market Recap

19 Dec 2016
As widely anticipated, the FOMC unanimously raised the federal funds rate by 25 bps at its December two-day meeting as the committee found current labor market conditions and inflation sufficient.…

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Fundopedia has been recognized by Wealth & Finance International as the Best Global OCIO & Investment Strategy Firm 2025. View Awards on Wealth & Finance

Dr. Chenjiazi Zhong has been honored by Wealth & Finance International as the Global Investment Strategy Innovator of the Year 2025. View Awards on Wealth & Finance

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