Mixed results amid healthy fundamentals

Bonds across emerging markets (EM) saw mixed results during the first quarter of 2024. Hard-currency-denominated debt notched moderate gains, while local-currency-denominated bonds declined modestly in US dollar terms.


What’s right with the world?

A daily diet of negative news can lead even the most experienced investors to lose conviction in their long-term investment plans.


                   

Ahead of the curve: Resilience amid divergence

While economies have proved remarkably resilient in the face of aggressive interest rate hikes, we have started to see divergence more recently. Countries such as the US, India and Japan have proved stronger than others – including Europe, the UK and China – driven mainly by differences in consumption, investment, and fiscal policies.

5 key topics for investors to have on their ESG radar

How can just three letters encompass such a vast array of crucial topics for investors? It’s a question I often ask myself. Of course, environmental, social and governance (ESG) issues move in and out of focus — often leaving a flurry of activity in their wake. And yet, the sheer number of these issues that investors are grappling with just seems to keep growing.

How population decline could upend the global economy

China recently joined the long list of countries that had more deaths than births in 2023, underscoring a declining population trend that could upend the global economy. Demographic changes have major implications.

Can Europe’s largest economy adapt to a shifting global landscape?

As the world rapidly digitises and the automotive industry embraces electric cars, Germany risks falling further behind countries such as China that have developed their technological capabilities. On a comparative basis, Germany’s labour costs exceed other manufacturing regions. Adding to its struggles is stagnant labour productivity as Germany’s aging population retires or shifts to part-time work. This trend doesn’t bode well given Germany’s historic strength producing leading-edge automobiles and dominating the manufacturing of equipment, chemicals and pharmaceuticals.  

US Election 2024: What investors need to know

With Biden and Trump set to square off in November, the 2024 US election cycle presents the possibility of a significant shift in political leadership — potentially leading to policy changes that could impact portfolios.

Re-think applications; Re-imagine business

e-think applications, re-imagine business with Applications; custom and packaged business application development,  modernization, integration and management.

Hongkong View

Hong kong view

Co-Investment Fund


It was announced in the Chief Executive’s 2022 Policy Address that the Government would establish the HK$30 billion “Co-Investment Fund” for attracting enterprises to set up operations in Hong Kong and investing in their business.

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