주요 인사이트 & 웨비나
ASEAN equity markets have underperformed so far this year. Is it the start of a new trend, or simply a blip given the strong reversal in China? Say Boon Lim shares his views on why ASEAN is likely to outperform going forward.
May 06, 2019
Nasdaq has made new highs and investors are understandably excited. Similarly, here in Asia we have seen innovative technology companies outperform YTD but with much less fanfare. David Lai explores the major megatrends in Asia and why you need to invest in tech leaders across this region.
May 03, 2019
Looking past stellar Q1 returns, we discuss positioning going forward and the need to navigate the conflicting signals offered by equity and bond markets today
Apr 10, 2019
With the CSI300 up ~25% YTD, many clients are worried that the market has fully priced in the MSCI inclusion. We review 5 flawed assumptions and explain why the rally is just the start of a long-term trend.
Mar 26, 2019
As China markets reacted to expansionary policy news, familiar criticism of China’s debt and leverage concerns has begun to emerge from global investors. Separating myths from reality, our advisor Say Boon Lim shares his thoughts on the 5 biggest myths about China’s economy.
Mar 13, 2019
So far in 2019, markets have moved positively and our worst fears from Q4 remain unfounded. However, investors should not be complacent and interpret this period of good news as predictive of the rest of 2019. Markets are likely to again fear the future. In this week’s post, our advisor Say Boon Lim shares his thoughts about the current period of benign market activity.
Feb 18, 2019
As we pass the 6-month anniversary of our latest ETFs, we review their performance since launch, the underlying story behind the exposures and the potential for returns going forward.
Feb 13, 2019
We enter this year at a crossroads for markets, with multiple cycles coming to an end. In his first insight as our senior advisor, Say Boon Lim offers his thoughts on asset allocation amid diverging economic, market and currency cycles. Following his thoughts as a guide, we introduce a number of ETF implementation ideas for 2019 across equities, fixed income, commodities and even currencies.
Jan 25, 2019
Emerging markets seem to be one of the top picks among both sell-side strategies and well-known investors in 2019. We would like to examine if their views are valid and understand better about the reasons behind. To make it into an actionable advice, we also share our thought why emerging ASEAN maybe the crème de la crème and update our readers on the performance of Premia Dow Jones Emerging ASEAN Titans 100 ETF.
Jan 14, 2019
As we wrap up 2018, it’s hard not to reflect on a -25% year in A-shares. As investors, however, we have to look forward and ask ourselves – what’s in store for 2019? Will the trade war result in continued downward momentum? Or will policy accommodation and an improved trade environment result in a massive upside reversal? Looking back 10 years to the global financial crisis, we examine a potential path forward for A-shares in 2019.
Dec 17, 2018
토픽별
주간 차트
David Lai , CFA
CFA
Taiwan’s economy continues to demonstrate exceptional strength, supported by its increasingly indispensable role in the global AI supply chain. First-quarter GDP expanded 13.69% year-on-year, marking the fastest pace of growth since 1987. The upside surprise was driven primarily by robust external demand, as exports surged on the back of accelerating global investment in AI infrastructure, semiconductors, and high-performance computing. Electronic components and ICT products accounted for nearly 80% of total outbound shipments, reinforcing Taiwan’s position at the center of next-generation technology manufacturing. The strength of the export cycle is also translating into broader domestic economic momentum. Technology companies continue to expand capacity and increase R&D spending to capture long-term AI opportunities, supporting manufacturing activity and capital formation. Meanwhile, buoyant equity market turnover and increased participation in investment products have provided an additional tailwind for Taiwan’s financial sector. With global AI capital expenditure expected to maintain a strong multi-year growth trajectory through the end of the decade, Taiwan remains structurally well-positioned to benefit from rising demand across the semiconductor and advanced electronics ecosystem. Against this backdrop, Taiwan equities should continue to enjoy strong medium-term earnings support and investor interest. For investors seeking efficient exposure to Taiwan’s leading technology champions, including TSMC, MediaTek, Delta Electronics, and ASE Technology, the Premia FTSE TWSE Taiwan 50 ETF offers a focused and liquid vehicle to access Taiwan’s AI-driven growth story.
May 11, 2026
