China Equities: Relative Upside in Offshore Vs. Onshore Stocks
Offshore China is improving relative to onshore China. We anticipate a re-ratings cycle and selected a basket of offshore stocks for active returns.
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Primer: iShares MSCI Hong Kong ETF (EWH US) - Aug 2026
Primary Vehicle for Hong Kong Exposure: The iShares Hong Kong ETF (EWH) is the most established and liquid U.S.-listed exchange-traded fund...
92 Views
Portfolio Update: Selective in Global Stocks, Commodities, Underweight Bonds
Breakdown of our global multi-asset portfolios with performance and positioning. We're overweight stocks and commodities and underweight bonds,...
153 Views
Postcard from HK <> SG | "The Frog in the Well"
Engaged in valuable interactions with analysts and portfolio managers with an objective to understand views on India & grasp regional markets.
4k Views
The Market Leaders Hiding in Plain Sight
The long-term structure of global markets is seeing a loss of leadership by U.S. equities and emerging new leadership in Europe.
412 Views