CEO / Founder, Crea8

Kim-Hwa Lim

CEO / Founder

Make an Impact

Crea8

Crea8 blends AI-driven precision, big data scalability, and rigorous quantitative frameworks with seasoned human insight. By extracting actionable intelligence from vast global datasets, we eliminate emotional bias and deliver optimal risk-adjusted returns. Our hybrid approach uncovers hidden market efficiencies and ensures your capital is dynamically positioned across markets.

Cross Asset Strategy

<ul>
<li>The strategy seeks to invest in Shariah compliant stocks and in themes that are driving returns globally.</li>
<li>By adopting a portfolio of stocks instead of individual stocks, the strategy is diversified across countries and industries; and optimised with respect to their expected risks and returns.</li>
<li>Previous portfolio returned -9.3% vs. MSCI World (-1.3%) – underperformed the benchmark by -8%.</li>
</ul>


The strategy seeks to invest in Shariah compliant stocks and in themes that are driving returns globally.
By adopting a portfolio of stocks instead of individual stocks, the strategy is diversified across countries and industries; and optimised with respect to their expected risks and returns.
Previous portfolio returned -9.3% vs. MSCI World (-1.3%) – underperformed the benchmark by -8%.


Global Thematic (Shariah) Portfolio (14-Sep-2026)

<ul><li>The strategy seeks to invest in Shariah compliant companies with superior sustainability features / initiatives.</li><li>These Shariah compliant companies may be: 1) screened by avoiding issuers with negative ESG; 2) uplifted due to their commitment to improve ESG; 3) included as their business models may not only benefit from but also may drive long-term sustainability outcomes and 4) committed to generating positive, measurable and additional sustainability outcomes.</li><li>By adopting a portfolio of stocks instead of individual stocks, the strategy is diversified across countries and industries; and optimised with respect to their expected risks and returns.</li></ul>

The strategy seeks to invest in Shariah compliant companies with superior sustainability features / initiatives.These Shariah compliant companies may be: 1) screened by avoiding issuers with negative ESG; 2) uplifted due to their commitment to improve ESG; 3) included as their business models may not only benefit from but also may drive long-term sustainability outcomes and 4) committed to generating positive, measurable and additional sustainability outcomes.By adopting a portfolio of stocks instead of individual stocks, the strategy is diversified across countries and industries; and optimised with respect to their expected risks and returns.

Global Sustainability (Shariah) Portfolio (14-Sep-2026)

<ul><li>The strategy seeks to invest in a subset of stocks owned by globally renowned fund managers.</li><li>By adopting a portfolio of stocks instead of individual stocks, the strategy is diversified across countries and industries; and optimised with respect to their expected risks and returns.</li><li>Previous portfolio returned -0.5% vs. MSCI World (-1.3%) – outperformed the benchmark by 0.8%.</li></ul>

The strategy seeks to invest in a subset of stocks owned by globally renowned fund managers.By adopting a portfolio of stocks instead of individual stocks, the strategy is diversified across countries and industries; and optimised with respect to their expected risks and returns.Previous portfolio returned -0.5% vs. MSCI World (-1.3%) – outperformed the benchmark by 0.8%.

Global Top Fund Managers Portfolio (14-Sep-2026)

AI | Semiconductors | Commodities, Mint Finance

Raghav Vashisht

AI | Semiconductors | Commodities

Deep Fundamental Analysis

Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

Thematic (Sector/Industry)

<ul>
<li>BofA now sees ABF deficits of 7%/14%/19% in 2026–28, while Goldman is far more aggressive at 14%/34%/51% from 2H26 through 2028.</li>
<li>Ibiden, Samsung Electro-Mechanics and ATS are all seeing AI, server-CPU and networking demand tighten advanced-substrate capacity, with new expansion increasingly backed by customer commitments.</li>
<li>The shortage is harder to solve than headline capacity additions imply because larger, higher-layer packages consume more processing time and qualify at lower initial yields.</li>
</ul>


BofA now sees ABF deficits of 7%/14%/19% in 2026–28, while Goldman is far more aggressive at 14%/34%/51% from 2H26 through 2028.
Ibiden, Samsung Electro-Mechanics and ATS are all seeing AI, server-CPU and networking demand tighten advanced-substrate capacity, with new expansion increasingly backed by customer commitments.
The shortage is harder to solve than headline capacity additions imply because larger, higher-layer packages consume more processing time and qualify at lower initial yields.


Why More ABF Capacity May Still Not Be Enough

Independent Fund Manager, Swaen Capital

Swaen Capital

Independent Fund Manager

Swaen Capital is a Singapore based licensed independent fund manager with an open architecture, a non bias financial platform creating access to the best custodians and investment managers. Our focus lies within the wealth management business, covering client relationships, financial planning, advisory, as well as discretionary portfolio management. We have developed strategic alliances with other leading independent firms to complement and extend our offerings to clients (global hedge fund research capability, alternative investment offerings, corporate finance, fund structuring & administration, etc). Our know-how, extensive global network and long standing presence in Asia allows us to provide a global footprint and at the same time enables us to capitalize on regional opportunities.

<ul>
<li>The copper wall is here. Above ~200Gbps per lane, copper can no longer carry signals more than a few metres without prohibitive power and signal-integrity penalties. The industry's answer is to move the optics off the faceplate and onto the chip package itself — Co Packaged Optics (CPO).</li>
<li>Adoption is switch-first. NVIDIA and Broadcom are shipping CPO switches in 2026 on external-laser designs; the XPU side and an in-package laser are deferred by packaging and reliability limits, not yet solved.</li>
<li>Money moves with the architecture. As the optical engine moves into the package, value migrates away from module assemblers toward the layers that fabricate the optical engine itself.</li>
</ul>


The copper wall is here. Above ~200Gbps per lane, copper can no longer carry signals more than a few metres without prohibitive power and signal-integrity penalties. The industry's answer is to move the optics off the faceplate and onto the chip package itself — Co Packaged Optics (CPO).
Adoption is switch-first. NVIDIA and Broadcom are shipping CPO switches in 2026 on external-laser designs; the XPU side and an in-package laser are deferred by packaging and reliability limits, not yet solved.
Money moves with the architecture. As the optical engine moves into the package, value migrates away from module assemblers toward the layers that fabricate the optical engine itself.


Co-Packaged Optics 101: The Future of High-Density AI Interconnects

United States

Marvell Technology, Inc. develops and produces semiconductors and related technology. The Company offers security and networking platform, secure data processing, networking, and storage solutions. Marvell Technology serves customers worldwide.

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Marvell Technology (MRVL US)

Global Thematic (Shariah) Portfolio (14-Sep-2026)

The strategy seeks to invest in Shariah compliant stocks and in themes that are driving returns globally. By adopting a portfolio of stocks...

Crea8

Global Sustainability (Shariah) Portfolio (14-Sep-2026)

The strategy seeks to invest in Shariah compliant companies with superior sustainability features / initiatives. These Shariah compliant companies...

Crea8

Global Top Fund Managers Portfolio (14-Sep-2026)

The strategy seeks to invest in a subset of stocks owned by globally renowned fund managers. By adopting a portfolio of stocks instead of...

Crea8

Why More ABF Capacity May Still Not Be Enough

ABF capacity is expanding, yet shortages may worsen. We examine why CPUs, bigger packages and customer-backed capex are tightening supply, and...

Mint Finance

Co-Packaged Optics 101: The Future of High-Density AI Interconnects

The copper wall is here. Above ~200Gbps per lane, copper can no longer carry signals more than a few metres without prohibitive power and...

Swaen Capital

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