精选观点 & Webinar
The virous outbreak becomes one of the largest threats to the global economy and financial markets in decades. Will China, the one which has been suffered from the pandemic first, be able to bounce back first and lead the recovery worldwide like the Global Financial Crisis back in 2008? The latest call in new infrastructure investment maybe the key.
Mar 20, 2020
COVID-19 spread accelerating in the US, even as the number of new infections in China eases Impact will be significant on the largely consumer-driven US economy Markets are either in or on the brink of bear territory, and this is an angry bear Recession likely already in progress in Japan; possible recession in Europe; near zero GDP growth likely in the US by 2Q20 Corporate credit protection costs have started rising – more trouble ahead Seek safety in cash and US Treasury-related instruments
Mar 10, 2020
The coronavirus situation in China seems to have improved a lot, and now many are worried about what will happen as the factories get back on their feet. How's the progress so far?
Mar 10, 2020
客户时常和我们反映，他们非常喜欢Premia旗下的亚洲策略，不过由于ETF的流动性不高，因此仅能寻求一些美国或欧洲上市的类似的ETF。不过，其实投资者真正在意的并不是流动性本身，而是流动性成本。流动性和成本息息相关——流动性愈低，交易进出的成本就愈高，特别是在金融危机或市场失衡时期，其流动性可能跌至零。目前仍有许多投资者选择在美国或欧洲交易亚洲资产，认为这样的交易方式较为高效且便宜，不过这可能并不是一个明智的选择。在这次的网路研讨会中，我们将与您分享对于评估ETF流动性的观点，并分别以在纽约、伦敦和香港上市的ETF，比较投资越南市场的优劣。
Mar 10, 2020
Relief rally unlikely to last Beyond COVID-19, economies could flatline or enter recession Corporate earnings could stop growing at a time of heightened valuations There is a tail risk of credit defaults on liquidity and cashflow squeeze
Mar 03, 2020
As we expected, markets did bounce on policy stimulus hopes. While rate cuts and liquidity injections will make markets feel better for a while at least, what is it likely to do for the economy?
Mar 03, 2020
在疫情爆发的艰难时刻下，我们看到了一个不同的社会运作生态。即使隔离在家，我们看到数亿人在通过网络购物、远程办公、云直播学习，人们的日常生活行为在被动或主动地转变到一个不可思议的“新常态”。在本期网络直播中，我们将分享科技所赋予的结构性大趋势、所创造的更联结包容的社会形态、以及投资者可以如何通过我们的亚洲创新科技策略捕捉这些驱动亚洲乃至全球可持续生产力的创新领导企业。
Mar 03, 2020
The sharp pullback in developed markets could see 10% knocked off the S&P 500 The correction was due to a more complex mix of factors than just COVID-19 A rebound could emerge on monetary stimulus hopes But deeper problems of overvaluation and negligible earnings growth will remain to trouble markets later in the year
Feb 25, 2020
Recent market rallies, despite COVID-19, are neither “ill informed” nor “complacent” Markets are looking past the viral outbreak Stocks will likely return to being driven by whatever the trends were before the outbreak Developed markets are at the tail end of bull moves – they could edge a bit higher but the risks are on the downside, and that's got nothing to do with COVID-19 either Chinese equities could ironically outperform developed market stocks this year
Feb 24, 2020
On account of an atypical, tech-enabled start of the Year of the Rat, what are people doing during this very unusual Chinese New Year holiday period? While the roads are empty and quiet, we see extremely busy traffic online from social gathering and entertainment to post-holiday work arrangements all thanks to technology - which enabled an unconventional time of family reunion, and possibly fast-tracked development of enterprise digital transformation in the way.
Feb 03, 2020
Premia 图说
赖子健 , CFA
CFA
Following the Xi–Trump meeting at the recent APEC Summit, market sentiment has turned cautiously optimistic on hopes of a renewed trade truce between China and the US. Some investors, however, view this détente as a sign that China’s drive for technological self-sufficiency could ease. Although the meeting did not address whether Nvidia’s latest Blackwell-series AI chips might be exported to China, speculation has risen that improving relations could lead to a relaxation of export restrictions — a development some perceive as negative for Chinese semiconductor and hardcore tech names. We take a different view. China’s determination to reduce reliance on imported technology remains firm. Recent initiatives, such as the reported requirement for state-funded data centers to adopt domestically produced chips, underscore the government’s resolve to build a self-sustaining semiconductor ecosystem. In mid-October, China Mobile also announced plans to construct the nation’s largest intelligent computing infrastructure by 2028, featuring a “100,000-GPU cluster” that will fully utilize domestic chips. Top Chinese officials have reiterated that innovation and advanced manufacturing remain core national priorities. These developments suggest that even if US export curbs were relaxed, China’s policy direction will continue to favor domestic research, production, and technological substitution. For investors looking to capture this structural growth opportunity, the Premia China STAR50 ETF provides an efficient and diversified vehicle. It offers focused exposure to leading STAR Market companies at the forefront of China’s innovation agenda — from semiconductors and AI to next-generation industrial technologies — positioning investors to benefit from the country’s ongoing technology upgrade.
Nov 10, 2025
