Market Commentary

Financial giant JPMorgan has turned bullish on Chinese tech stocks with a new era of pro-tech regulations on the horizon. This comes after the Chinese government held an event on Tuesday to promote the digital economy. At the same time, several Chinese-based tech stocks have been returning to Hong Kong/Chinese mainland stock markets. So is this the start of a new era?

While many investment trends have come and gone, it seems that ESG (Environmental, Social and Governance) investment strategies are here to stay. This week saw UBS focusing on sustainable investment themes for the future across the APAC region. At the same time, the company issued an update on the amount of funding going into sustainable investments.

An ongoing disagreement regarding accountancy practices for overseas companies listed in the US appears to be benefiting Singapore and Hong Kong stock exchanges. Electric vehicle start-up, Nio, is the most recent to apply for an alternative listing, with Singapore the chosen destination. This is just the latest in a growing list of tech giants such as JD.com, Pinduoduo, Tencent Music Entertainment and NetEase, which are “coming home”.

As a day trader, technical trader or long-term trader, the world is literally your oyster concerning global investmentopportunities. While we appreciate that day traders and technical traders focus on limited trades and limited diversification, do you have a global investment strategy?

In the cutthroat world of stockbroking, global investmentservices are now an integral part of financial markets. As a result, professional investors and investment companies now demand brokers go global or go home. 

There is a general misconception that technological developments have ultimately disrupted/broken the historic client-broker relationship. We believe otherwise, adapting to global investment strategies is important but we never lose sight of individual client needs.

As a broker offering global clearing services, safe custody, trade execution and around-the-clock assistance, it is very easy to lose sight of the old-fashioned broker-client relationship. In order to get the best out of this relationship, there needs to be a high degree of trust, transparency and confidence. Here at Global Investment Strategy Hong Kong, we appreciate every client is different, with varied goals and aspirations. So, what makes us stand out from our competitors?

Amidst the ongoing turmoil in the Ukraine, the Chinese government has offered to assist in finding a diplomatic solution and negotiating a ceasefire. While this offer has yet to be taken-up, there are high hopes that the Chinese authorities will eventually be able to bring all parties to the negotiating table. Despite the uncertainty, this has not stopped investors gambling on a potential short to medium-term boost in trade between Beijing and Moscow.

While many buzzwords come and go, FinTech is having a real impact on financial services today and tomorrow. In simple terms, FinTech is financial technology and innovation used to challenge and compete with the delivery of traditional financial services. So what does this mean in reality?

While developed and emerging markets tend to grab the headlines, there is renewed interest in so-called frontier markets. These markets, not without risk, remain relatively untapped and offer the potential for significant long-term gains. Just ahead of unclassified markets, some frontier markets in the Asia-Pacific are on the verge of being upgraded to emerging markets.