精选观点 & Webinar
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
今年，我们正在进入市场的一个交叉路口，许多周期即将告一段落。本文是林哲文先生作为我司资深指导顾问的首篇撰文。林先生在下文中提出了他在当下错综复杂的经济、市场和货币周期中对于资产配置的见解。以此配置建议为指引，我们在股票、固定收益、大宗商品和货币方面分享了投资者在 2019年可以采用ETF为实践工具的投资策略。
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
Premia 图说
朱荣熙
While Chinese new economy stocks have faced short-term volatility amid the geopolitical tensions, their long-term growth remains anchored by strategic policy and industry breakthroughs. The 15th Five Year Plan underlines that technology and self-sufficiency still come first, backed by a strong push for AI and digital infrastructure. The blueprint mentioned “AI“ more than 50 times and included major action plans to deploy AI agents and increase investment in quantum computing and 6G. On the hardware front, sources indicate SMIC (688981 CH) and other Huawei-linked chipmakers are aiming to ramp up production of 7nm or 5nm semiconductors to 100K wafers in 1-2 years to support domestic developers. This domestic ecosystem is already bearing fruit: Zhipu AI released its GLM-5 model with superior coding capabilities, notably confirming the model was developed using domestic chips from Huawei, Moore Threads, and Cambricon. On the software side, adoption is accelerating. OpenClaw has sparked a new trend pivoting from “Chat AI” to “Execution AI”, reminding investors of the DeepSeek moment in 2022. Chinese AI companies act swiftly to adopt the trend, making China a leader in consumer AI adoption. Multiple developers like Tencent and Xiaomi are linking OpenClaw to their models. Even before this new trend, local media have reported that Chinese AI models’ weekly token usage surpassed US peers, suggesting that monetization may arrive earlier than expected. Investors focused on hardware semiconductors could consider our Premia China STAR50 ETF. For broader exposure, our Premia CSI Caixin China New Economy ETF offers a diversified approach with investments in semiconductors, AI, EV, and Biotech, allowing investors to participate in China’s innovative growth story. For even broader Asia exposure, investors might consider our Premia Asia Innovative Technology and Metaverse Theme ETF, which invests in Asia's 50 largest innovative companies across sectors such as AI, semiconductors, solar energy, and EVs with equal weightings.
Mar 16, 2026
