Emerging Markets

March 24, 2022

Uncertainty Clouds the Outlook

An anti-goldilocks economy refers to the global economy where policymakers are confronted with a stagflationary supply shock, which is negative for growth and will tend to push up inflation further. In the current market condition, inflation is “too hot,” as evidenced by the higher energy and food prices, as well as the disrupted supply chains… Continue reading

Commodities, Emerging Markets, Energy, Fixed Income, Global Equity, Global Macro, High Yield Bonds, Market Commentary, Portfolio Management, Real Assets

economic outlook, market overview, market recap, Portfolio Management

March 18, 2022

Rising COVID-19 Infections in China in March

The COVID-19 infections in China have increased dramatically in March and may continue to rise in the coming days. Shenzhen, Dongguan, and Changchun, have been locked down for over a week. Shanghai has also significantly tightened its COVID-19 restrictions. In China, the number of asymptomatic cases in the current outbreak is much higher, which is… Continue reading

Emerging Markets

China, China growth, COVID-19, COVID-19 infections, economic growth

October 9, 2012

Updates on Investing in Singapore 新加坡投资环境更新

Being one of the few remaining nations with AAA rating and stable outlook, along with ongoing efforts in financial services industry, Singapore’s economic development and competitive tax regime have made the country a park for cash. Historically, Singapore is a highly developed market-based economy, along with Hong Kong, South Korea and Taiwan, Singapore is one… Continue reading

Emerging Markets

Investment Environment, Singapore

July 2, 2012

The Three-Cycle Model and Asian Family Businesses 家族企业三周模型

Family businesses are an important pillar of Asian economies, accounting for one third of total regional market capitalization. An emerging market study by Credit Suisse in later 2011 indicates that the Asian family businesses are concentrated in traditional sectors, and the market cap of family businesses there has increased over the past decade (currently comprises… Continue reading

Emerging Markets

Asian Family Business, The Three Cycle Model

June 18, 2012

Markets in Russia 俄罗斯投资环境

Securities investing in Russia also follows bottom-up, fundamentally-driven analysis process. Gains can be improved by moderate rotation in cyclical/economically-sensitive sectors. Recent research and studies show that in the investment environment of Russia, liquidity is getting stronger, corruption concerns, accounting and auditing issues are gradually presenting a better look. Let’s look at some economy statistics, as… Continue reading

Emerging Markets

Financial Markets, Investment Environment, Russia

June 18, 2012

Spur Economic Progress in the Middle East and North Africa (MENA) 中东北非经济与法规协调

On March 26, 2012, the CFA Institute Middle East Investment Conference specifically focused on the economy in the Middle East and North Africa (MENA) region. Here are some personal opinions and thoughts on how to spur economic progress in the Middle East and North Africa region: Make use of finance trough Islamic finance and Mediterranean… Continue reading

Emerging Markets, Global Macro, MENA

MENA Middle East North Africa Law Capital Markets Opportunity Risk

June 18, 2012

Korean-Style Hedge Funds 韩国的对冲基金

The Local Economy Growth The GDP in South Korea achieved a 0.9 percent in the first quarter of 2012. Korea’s economy moved away from the centrally planned, government-directed investment model toward a more market-oriented one. Despite the fact that IMF lowered Korea’s economic growth outlook to 3.25% given the weakening global economy outlook in March,… Continue reading

Emerging Markets

Hedge Funds South Korea FSC FSCMA

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