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Analysis

Wilfred Wee

26 June 2018 • By Wilfred Wee • 1 min read

Six reasons to consider Chinese bonds

Just as China A-Shares are being included in MSCI’s indices, Chinese bonds are now featuring in Bloomberg Barclays’ Global Aggregate Index, writ...

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Wilfred Wee

Can infrastructure equities cope with rising rates?

BNY Mellon Investment Management's James Lydotes fields one of his most frequently asked questions: do rising interest rates and inflation adversely ...

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Wilfred Wee

Super shouldn’t be a lottery

The Productivity Commission has made a number of sensible recommendations about the selection of default super funds that would reduce the ‘randomne...

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Wilfred Wee

Is this as good as it gets?

While we can expect robust year-on-year earnings growth in the US and Europe, much of the good news in equity markets is already ‘priced in’, wr...

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Wilfred Wee

Renewables will drive next industrial revolution

The fourth industrial revolution is coming, but it will be driven by renewable energy rather than robotics and artificial intelligence, writes Investe...

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Wilfred Wee

China's MSCI inclusion has room to grow

The much-anticipated MSCI China A Share inclusion occurred on 31 May 2018, and so far it has been a pretty smooth implementation, writes Nikko Asset M...

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Wilfred Wee

How will the RC affect digital transformation?

Along with its financial and legal impact, the royal commission will have a significant negative knock-on effect on the banks’ digital transformat...

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Wilfred Wee

Weighing the benefits of the Asia funds passport

The Asia Region Funds Passport promises great opportunities for Asia’s asset management industry, but some managers have more to gain than others, w...

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Wilfred Wee

Why platinum miners make sense in 2018

Platinum miners are one of the most attractive opportunities across global equity markets in 2018, writes RWC Partners’ Louise Keeling. The tough...

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Wilfred Wee

Corporate governance and advocacy in China

A debate about active corporate governance is well underway in China, says Investec Asset Management global head of ESG Therese Niklasson – and chan...

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