Value Partners – Trade Deal To Follow Trade War Will Be Buy Catalyst For Markets

By Cheah Cheng Hye, Chairman and Co-Chief Investment Officer of Value Partners   The potential trade war between China and the United States In recent months, I have been advising investors to be cautious, because I was worried about rising trade tensions between China and the U.S. But now that the two sides have announced trade tariffs, […] Read more »

TMT Specialist Coatue Management Extends Its China Theme

By Hedge Fund Insight staff   Coatue Management, L.L.C. has joined China’s leading search engine, Baidu, and global investment firm KKR in investing $170m in Uxin Used Car, China’s largest online used car auction company. Philippe Laffont’s Coatue is a privately-owned hedge fund firm that invests in public and private equity markets focusing on the […] Read more »

Podcast Q&A – Value Investing in China with Value Partners

Value Partners Podcast 2

Presentation and Podcast by Alan Wang, Senior Fund Manager and Head of Research (Shanghai) at Value Partners     Alan Wang is one of the key investment professionals supporting the Milltrust Value Partners Greater China Fund. Milltrust International and Value Partners held a joint investor presentation on the 24th of October last year in London.   […] Read more »

Outlook For Environmental Markets By Impax

By Ian Simm, Chief Executive of Impax Asset Management Policy  and Regulation – the ratchet continues to tighten Recent years have seen the ratchet of building regulations, energy efficiency standards and pollution limits continue to tighten.  As the global economy recovers, companies exposed to these themes are seeing their earnings start to rise strongly as […] Read more »

Flat US Equities and Falling Yields Could Signal a Change in Markets

By Stewart Richardson, Chief Investment Officer RMG Wealth Management With the exception of last week’s US employment report, the US economic data released in recent weeks has been better than expected. Conventional wisdom would have us believe that if the US economy is improving and the Fed is withdrawing stimulus, then bond yields should definitely […] Read more »

Return of Your Capital over Return on Your Capital

By Lee Robinson, Altana Wealth Limited It is difficult to know where to start. 2013 is beginning to look like a pivotal year for so many regions globally. The bear is savaging each market in turn. First it was commodities then emerging market currencies followed by everything else in emerging markets. China is back to […] Read more »

Key Issues For New Chinese Leadership Identified

By Duncan Lawrie Private Bank At a Duncan Lawrie Private Bank emerging markets roundtable on Tuesday, expert panellists on China gathered together to discuss the key issues arising from the new leadership of Xi Jinping over the next decade. He has already started pushing for change, but will his tenure bring about more fundamental and much […] Read more »

Sellers Strike Amongst Investors

By Michael Hartnett, Chief Investment Strategist, BofA Merrill Lynch In London recently, this was the feedback I got from clients.   All mouth and no trousers  There is a clear “sellers strike” in both equities and bonds right now; no-one wants to fight the Fed and risk assets are seen as impressively resilient to bad news […] Read more »