2026 Market Outlook Part 1: The case for urgent diversification

Jan 13, 2026

2026 Market Outlook Part 2: Positioning for China’s next chapter

Jan 13, 2026

2026 Market Outlook Part 3: Seeking alpha from China's innovation breakthroughs and 15th Five Year Plan

Jan 13, 2026

2026 Market Outlook Part 4: Vietnam after the stellar market performance of 2025

Jan 13, 2026

2026 Market Outlook Part 5: Sweet spots for fixed income investors: where to find yield in investment grade space

Jan 13, 2026

EM’ification of DM Debt: The case for diversification amidst risk convergence

Nov 10, 2025

Rebirth of China biotech: Unlocking value through “license-out” deals and the journey to global leadership in innovative drug discovery

Oct 03, 2025

Vietnam - Poised for further gains on reform-driven growth

Sep 12, 2025

Are you ready: is China A-shares’ growth rally sustainable and where to look

Aug 26, 2025

STAR market poised for growth as robotics companies line up for IPOs

Aug 25, 2025

Embodied AI – China as the global powerhouse for industrial and humanoid robotics

Aug 06, 2025

China A-shares Q2 2025 factor review

Jul 31, 2025

Asia Credit IG and Saudi Government Sukuk outperformance amidst global volatility – higher yields, better fundamentals, and positive convexity against US Treasuries

Jul 24, 2025

Saudi Arabia Government Sukuk ETF: A Timely Allocation Tool for Asian Investors Seeking Yield, Stable Income and Uncorrelated Return through Diversification

Jun 22, 2025

Beyond the noise: China’s innovation-led market opportunities

Jun 22, 2025

China A-shares Q1 2025 factor review

May 07, 2025

Spending less but getting more: behind the misnomer of consumption downgrade by Chinese consumers

Mar 20, 2025

Rotation from A to H to A - 10 charts on China

Mar 20, 2025

Reading through China’s Two Sessions – with the US backdrop

Mar 09, 2025

Reading through China’s Two Sessions – second act of the China equity rally

Mar 09, 2025

China A-shares Q4 2024 factor review

Feb 24, 2025

2025 Market Outlook Part 4 - Taiwan Outlook: Capturing uncorrelated alpha amidst strong earnings growth from AI

Jan 27, 2025

2025 Market Outlook Part 5 – Asia US Dollar IG Bonds’ Continued Resilience

Jan 27, 2025

2025 Market Outlook Part 3 – Emerging ASEAN: Value opportunity – the market has overpriced the risks from Trump 2.0

Jan 07, 2025

2025 Market Outlook Part 2 – China outlook: A year of resilience and opportunity

Jan 07, 2025

2025 Market Outlook Part 1 - US Outlook: Cyclical peak valuations amidst heightened secular risks

Dec 24, 2024

How strong EV sales growth and battery technology advances strengthen dominance by Chinese battery makers

Nov 15, 2024

China A-shares Q3 2024 factor review

Nov 15, 2024

The case for Taiwan: Premia FTSE TWSE Taiwan 50 ETF as efficient implementation tool for allocators

Oct 09, 2024

Asian investment grade bonds: the overlooked sweet spot for allocators

Sep 16, 2024

China’s East Data West Computing Initiative (II) – Energy Storage Systems and Smart Grids as the Final Mile in AI-Race

Sep 11, 2024

Taiwan: The Quiet World-Beater

Sep 05, 2024

Thoughts on the fed rate cut, inverted yield curve and floating rate US treasury

Aug 28, 2024

China A-shares Q2 2024 factor review

Jul 30, 2024

China’s East Data West Computing Initiative – Power Infrastructure as the Next Big Thing in the Global AI Race

Jun 19, 2024

Has the World Underestimated China’s Household Consumption by more than 10% of GDP?

May 09, 2024

China A-shares Q1 2024 factor review

May 09, 2024

STEM, cultural and art joints for children – where to go in Guangdong region?

Mar 26, 2024

Evolving Chinese consumer trends: a shift towards quality, experience, and emotional value

Mar 01, 2024

China A-shares Q4 2023 factor review

Feb 23, 2024

China data disconnect – reality versus perception

Jan 15, 2024

2024 Market Outlook - Part 1: Through the sentiment extremes, cycle change and secular trends

Dec 18, 2023

2024 Market Outlook – Part 2: Zoom in on China: Fiscal measures leading the way

Dec 18, 2023

2024 Market Outlook - Part 3: Emerging ASEAN equities – enjoying faster growth with lower inflation than other EM markets in 2024, and the standout growth story in Vietnam

Dec 18, 2023

Emerging ASEAN – Fast Track To 2030

Nov 20, 2023

China A-shares Q3 2023 factor review

Nov 06, 2023

Don’t sweat the potential issuance of an additional RMB 1 trillion Chinese government bonds

Oct 19, 2023

Nightmare on Wall Street: Why the US Bond and Stock Selloff Is Likely to Get Worse

Oct 19, 2023

Industrial 4.0: Inside China’s transformation from low-cost manufacturing to an industrial automation powerhouse

Sep 29, 2023

Why China’s youth unemployment will likely decline

Aug 24, 2023

Why the Chinese economy and Chinese equities may surprise to the upside

Aug 03, 2023

Redevelopment of “urban villages” – a new phase in China’s urbanisation

Aug 02, 2023

China A-shares Q2 2023 factor review

Aug 01, 2023

US debt, deficits, and yields: Outlook

Jul 24, 2023

Why China 2023 is not Japan 1990

Jul 10, 2023

12 charts and where does China fare among its emerging market peers in the context of economic resilience

Jul 03, 2023

What’s the impact from the rebalancing of our China Bedrock, New Economy, STAR50 and Asia Innovative Technology Index?

Jun 19, 2023

China beyond the April data

Jun 08, 2023

China SOEs – the journey to extract values from their re-rating and revaluation trajectory

May 26, 2023

China A-shares Q1 2023 factor review

May 18, 2023

Star50 – A core building block to tap into China’s semiconductor opportunities

May 04, 2023

US equities – the postman has rung twice

Apr 13, 2023

Reflections on the US cycle – inflation, rates, and asset markets

Mar 20, 2023

10 most frequently asked questions for China investors and allocators

Mar 17, 2023

Have you switched? Why we believe onshore A shares are picking up the baton for the second act of China’s recovery trajectory

Mar 02, 2023

Q4 2022 China A-shares factor review

Feb 04, 2023

Why Bedrock Outperformed?

Feb 03, 2023

End of Negative Yielding Bonds – What Lies Beyond

Jan 17, 2023

2023 Market Outlook - Part 4: Is China tech investible?

Dec 13, 2022

2023 Market Outlook – Part 3: ASEAN on the tailwinds of China’s reopening recovery

Dec 12, 2022

Calibrating for the new normal: Opportunities in the Asia innovation and metaverse space

Dec 09, 2022

2023 Market Outlook – Part 2: Zoom-in on China

Dec 06, 2022

2023 Market Outlook - Part 1: Positioning to Benefit from Rebalancing

Dec 05, 2022

Q3 2022 China A-shares factor review

Oct 31, 2022

China healthcare: taking stock of growth drivers inside Premia China new economy strategy

Sep 20, 2022

Asia metaverse – the coming of age of virtual influencers

Sep 09, 2022

Climate change in practice: deciphering the energy situation in Sichuan

Aug 31, 2022

Hedge or not hedge? Asia’s first ETF for Chinese government and policy bond with both RMB unhedged and USD hedged optionality

Aug 18, 2022

The rise and rise of the Chinese economy

Aug 11, 2022

Would price intervention for polysilicon upend growth trajectory for the photovoltaic industry in China?

Aug 04, 2022

[Premia x Rayliant Webinar] Conversation with Dr. Jason Hsu – 7 Predictions for a Stagflation Economy

Aug 03, 2022

Q2 2022 China A-shares factor review

Aug 01, 2022

China New Economy – from manufacturing hub to innovation hub

Jul 28, 2022

Emerging ASEAN outperformance in a storm

Jul 04, 2022

US rates and the coming recession - the little reported bombshell in Jerome Powell’s Senate testimony

Jun 29, 2022

How US stock slide is stoking interest in Chinese equities

Jun 17, 2022

What’s the impact from the rebalancing of our China Bedrock, New Economy, STAR50 and Asia Innovative Technology Index?

Jun 16, 2022

Updates on Premia FactSet Asia Metaverse and Innovative Technology Index (previously Premia FactSet Asia Innovative Technology Index)

Jun 16, 2022

2022 Q1 China A Factor Review

May 13, 2022

A safe haven in market turbulence – Chinese Government Bonds

Mar 16, 2022

2021 Q4 and full year China factor review

Mar 02, 2022

[Bond Connect x Premia Partners Webinar] Chinese Government Bonds - Outlook and Investment Case for International Investors

Feb 25, 2022

2022 Market Outlook (Part 2) - Repositioning for Global Shifts

Dec 16, 2021

2022 Market outlook (Part 1) – Reconfiguring for opportunities in China and Asia in the new normal

Dec 08, 2021

Who are the metaverse natives in Asia?

Dec 07, 2021

[Premia Webinar] Vietnam 2022 Outlook

Dec 01, 2021

Premia Webinar: China opportunities through the lens of ESG AND common prosperity

Oct 13, 2021

Configuring for China opportunities – Premia STAR 50 ETF and China New Economy ETF as building blocks in the new normal?

Oct 12, 2021

The Great Transition

Oct 05, 2021

US equities – the challenge of scaling the “triple peaks”

Aug 18, 2021