Contents for registered users Free (but you need to register first): Client only (not accessible by you): Retainer only (not accessible for you): China’s Growth In Case Of A Full-Scale Trade War 20/9/2018Monthly Asian Sept 2018 18/9/2018Monthly China/Hong Kong update Sept 2018 18/9/2018Changing China’s Incentive Scheme In The New Growth Model 5/9/2018China’s P2P Crisis – Financial Innovation Backfires 3/9/2018Monthly Pan Europe update August 2018 30/8/2018Monthly China/Hong Kong update August 2018 21/8/2018Fighting trade war from within 17/8/2018A ‘Turkey’ Shoot? What Happened? 14/8/2018Monthly Pan Europe update July 2018 3/8/2018Monthly Latin America update July 2018 19/7/2018Questions About The Renminbi’s Stress 18/7/2018Monthly Asian Fixed Income update July 2018 13/7/2018Monthly China/Hong Kong update July 2018 13/7/2018A-Shares Tanked. What’s Next? 12/7/2018China’s “Nuclear Option” In The Trade War 5/7/2018UOBAM’s Quarterly Investment Strategy 3Q 2018 4/7/2018Ten Ideas to Foster Long-Term Investing 29/6/2018Is Your Alpha Big Enough to Cover Its Taxes? A Quarter-Century Retrospective 29/6/2018Monthly Pan Europe update June 2018 28/6/2018Monthly Latin America update June 2018 22/6/2018Monthly China/Hong Kong update June 2018 21/6/2018Fed hikes in line with expectations; with hawkish bias 14/6/2018China’s Impact On The Commodity Market 14/6/2018The “Invisible” Belt And Road Initiative Of China 14/6/2018United SGD Fund Guidance 23/5/2018Monthly Pan Europe update May 2018 23/5/2018Malaysia: A pact of hope rises 11/5/2018Monthly Pan Europe update April 2018 9/5/201810-year US Treasury yields at 3%? 26/4/2018Pboc Signals Easing Amid Economic Rebalancing 25/4/2018Sino-Us Strategic Differences In Trade Negotiations And Market Implications 19/4/2018Monthly Asian Fixed Income update April 2018 17/4/2018Challenges To A Trade Compromise Abound 12/4/2018Mega Trends Of China (6): Evolution Of China’s Growth Model 12/4/2018Impact Of Trump’s 25% Tariffs On China’s Growth, Inflation And Currency Policy 29/3/2018Trump and Trade War Risks 28/3/2018Three hikes projected for 2018 23/3/2018Trump, Trade, Tariffs and T-bills 23/3/2018Monthly Pan Europe Update March 2018 21/3/2018Monthly Latin America update March 2018 19/3/2018Risks Of The Us New Tariffs Go Beyond Affecting China 8/3/2018Monthly Pan Europe update March 2018 7/3/2018UOBAM White Paper_Quantitative Tightening 6/3/2018Implications Of Sino-Us Trade Frictions 28/2/2018Monthly Asian monthly roundup February 2018 21/2/2018Monthly Latin America update Feb 2018 20/2/2018Hyflux Ltd faces troubled outlook amid poor financial performance 14/2/2018A technical rather than a fundamental correction 12/2/2018Monthly Pan Europe update January 2018 31/1/2018Will The Renminbi Surprise The Market Again In 2018? 25/1/2018What Does China’s 2017 Gdp Growth Tell Us? 25/1/2018Monthly China/Hong Kong update January 2018 24/1/2018Monthly Latin America update January 2018 18/1/2018Monthly Pan Europe update January 2018 11/1/2018China’s Anti-Corruption War – Progress, Outlook And Implications 10/1/2018How Worried Should We Be About China’s Rising Core Inflation? 20/12/2017December FOMC Meeting: Falling Further Through NAIRU, but Where is the Inflation? 20/12/2017Monthly Asian fixed income update December 2017 20/12/2017STI To Hit 4,400 Points By End-2019 19/12/2017Monthly China/Hong Kong update Dec 2017 19/12/2017Top 10 stock picks for 2018 18/12/2017Monthly Latin America update Dec 2017 17/12/2017Final rate hike for 2017: Fed proceeds as expected 14/12/2017Why US stocks are overvalued (23 pages) 25/11/2017The Bubble That Never Came 25/11/2017China’s Deleveraging and Evidence 23/11/2017Time to buy Chinese onshore bonds 23/11/2017Monthly Pan Europe update November 2017 17/11/2017Monthly Latin America update November 2017 17/11/2017Monthly Emerging markets debt update November 2017 17/11/2017House of Saud facing inevitable change 15/11/2017Monthly Asian roundup November 2017 12/11/2017Monthly Pan Europe update October 2017 31/10/2017Monthly China/Hong Kong update October 2017 30/10/2017Singapore Property – How far are we along the cycle (27 pages) 20/10/2017Monthly Asian fixed income update October 2017 13/10/2017Monthly Malaysia update October 2017 12/10/2017Singapore Banks – The fundamental drivers are still in place -6 Oct 2017 (13 pages) 12/10/2017Monthly Asian monthly roundup Oct 2017 11/10/2017Monthly Latin America update October 2017 11/10/2017Monthly India update October 2017 10/10/2017Questions And Answers For The Pboc’s Surprised Cut In The Bank Reserve Requirement Ratio (Rrr) 4/10/2017S&P downgrades China credit rating 27/9/2017What’s More Important To Watch Than S&P’s Downgrade Of China’s Soveregin Rating? 27/9/2017Monthly Emerging markets debt update September 2017 27/9/2017China’s Possible Responses To The North Korean Crisis And Investment Implications 21/9/2017What’s Next for Asian Fixed Income Markets? 19/9/2017Monthly China/Hong Kong update September 2017 19/9/2017Monthly Asian fixed income update September 2017 15/9/2017Monthly Pan Europe update September 2017 15/9/2017Monthly Latin America update September 2017 15/9/2017Monthly India update September 2017 12/9/2017What Lies Ahead for Asian Equity Markets 28/8/2017China’s Communist Party Congress Made Simple 25/8/2017Monthly Asian monthly roundup August 2017 17/8/2017Monthly China/Hong Kong update August 2017 17/8/2017Monthly Pan Europe update August 2017 17/8/2017Monthly Latin America update August 2017 17/8/2017Monthly Malaysia update August 2017 17/8/2017 Monthly Global equity update Sept 2018 17/9/2018Monthly Global emerging markets Sept 2018 17/9/2018Videos on Dimensional Funds 11/9/2018Monthly Global equity update August 2018 21/8/2018Monthly Global emerging markets August 2018 20/8/2018Monthly Global equity update July 2018 19/7/2018Monthly Global emerging markets July 2018 17/7/2018JPMorgan Guide to Market Q3 2018 (73 pages) 15/7/2018JPMorgan Perspective Q3 2018 15/7/2018PPAM Quarterly Market Update 3Q2018.pdf (15 pages) 13/7/2018Monthly Global equity update June 2018 22/6/2018Monthly Global emerging markets update June 2018 22/6/2018Monthly Global equity update May 2018 23/5/2018Monthly Global emerging markets update May 2018 22/5/2018Monthly Global equity update April 2018 25/4/2018Monthly Global emerging markets update April 2018 25/4/2018JPMorgan Guide to Market Q2 2018 15/4/2018JPMorgan Perspective Q2 2018 15/4/2018PPAM Quarterly Market Update 2Q2018 13/4/2018Monthly Global Emerging Market Update March 2018 22/3/2018Monthly Global Equity Update March 2018 19/3/2018Monthly Global emerging markets update February 2018 22/2/2018Monthly Global equity update February 2018 21/2/2018Monthly Global Emerging Markets January 2018 1/2/2018PPAM Quarterly Market Update 1Q2018.pdf 16/1/2018Monthly Global equity update January 2018 16/1/2018JPMorgan Guide to Market Q1 2018 15/1/2018JPMorgan Perspective Q1 2018 15/1/2018Monthly Global emerging markets update Dec 2017 19/12/2017Monthly Global equity update Dec 2017 15/12/2017Monthly Global equity update November 2017 17/11/2017Monthly Global emerging markets update November 2017 17/11/2017Monthly Global emerging markets Oct 2017 19/10/2017Quarterly Market Update 4Q 2017 17/10/2017JPMorgan Guide to Market Q4 2017 15/10/2017JPMorgan Perspective Q4 2017 15/10/2017Monthly Global equity update October 2017 10/10/2017Monthly Global emerging markets update September 2017 14/9/2017Monthly Global equity update September 2017 12/9/2017Monthly Global equity updateAugust 2017 17/8/2017Monthly Global emerging markets update August 2017 17/8/2017Monthly Global equity update July 2017 21/7/2017Monthly Global emerging markets update July 2017 19/7/2017JPMorgan Guide to Market Q3 2017 15/7/2017JPMorgan Perspective Q3 2017 15/7/2017Quarterly Market Update 3Q2017 14/7/2017Monthly Global equity update June 2017 16/6/2017Monthly Global emerging markets update June 2017 16/6/20176 Belt and Road Myths and Realities 14/6/2017Monthly Global equity update May 2017 26/5/2017Monthly Global emerging markets update May 2017 20/5/2017Nightmare trying to get receipt from SGH 15/5/2017Monthly Global emerging markets update April 2017 29/4/2017Monthly Global equity update April 2017 29/4/2017JPMorgan Guide to Market Q2 2017 15/4/2017JPMorgan Perspective Q2 2017 15/4/2017Quarterly Market Update 2Q2017 14/4/2017Monthly Global Emerging Market Update March 2017 31/3/2017Managing Your Bond Allocation in A Rising Yield Environment 28/3/2017Monthly Global Equity Update March 2017 25/3/2017The What-Why-When-How Guide to Owning Emerging Country Debt: 2017 Edition 18/3/2017Target Date Decisions, Decisions… Getting the Biggest Bang for the Buck 18/3/2017Monthly Update on Global Emerging Market February 2017 28/2/2017Monthly Global Equity Update February 2017 23/2/2017Capital Market Assumptions for Major Asset Classes 19/2/2017Monthly Global Emerging Market update January 2017 28/1/2017Monthly Global Equity Update January 2017 26/1/2017JPMorgan Guide to Market Q1 2017 15/1/2017JPMorgan Perspective Q1 2017 15/1/2017Quarterly Market Update 1Q2017 12/1/2017Will politics shake the global economy out of its torpor in 2017? 11/1/2017Should fear trump hope in emerging markets? 11/1/2017Monthly Global Emerging Market Update December 2016 25/12/2016Monthly Equity Update December 2016 25/12/2016December Central Bank Meeting Summary.pdf 23/12/2016What will 2017 bring for global investors ? By J.P. Morgan 23/12/20162017 Investment Outlook by Goldman Sachs 23/12/20162017 Investment Outlook Chartbook by J.P. Morgan 23/12/2016Monthly Global Equity Update November 2016 24/11/2016Monthly Global Emerging Market update November 2016 24/11/2016US Presidential Election 2016 11/11/2016Two Centuries of Price-Return Momentum 2/11/2016Global Investment Outlook October 2016 31/10/2016Monthly Global Emerging Market Update October 2016 26/10/2016Monthly Global Equity Update October 2016 26/10/2016Monthly update on European markets October 2016 22/10/2016Portfolio Allocation Model (PPAM) & Quarterly Market Update 4Q2016 18/10/2016JPMorgan Guide to Market Q4 2016 15/10/2016JPMorgan Perspective Q4 2016 15/10/2016Long-Term Asset Return Study (91 pages) 3/10/2016Monthly GEM update Sep 2016 28/9/2016Monthly Global equity update Sep 2016 28/9/2016Monthly update on Europe September 2016 20/9/2016Monthly Commentary Asian September 2006 15/9/2016Ten Attributes to be a Good Investor (21 pages) 13/9/2016Summary Of Investment Ideas By Asset Classes And Geographical Regions 9/9/2016Asset Allocation Monthly September 2016 8/9/2016Global Emerging Market Update 2Q 2016 8/9/2016The global case for strategic asset allocation and an examination of home bias 6/9/2016What is Risk Parity? 30/8/2016 Aptiv PLC 10/9/2018One Investment Idea Per Three Weeks 10 Sep 2018 7/9/2018One Investment Idea Per Three Weeks 20 August 2018 17/8/2018Luk Fook Holdings International 10/8/2018Actual Performance of Promiseland Tactical Investment Ideas 8 Aug 2018 8/8/2018One Investment Idea Per Three Weeks 30 July 2018 27/7/2018Funds’ Ranking Table (updated daily) 26/7/2018Ping An Insurance Group 12/7/2018One Investment Idea Per Three Weeks 18 June 2018 14/6/2018Bank of China 14/6/2018Delta Air Lines Inc 30/5/2018One Investment Idea Per Three Weeks 28 May 2018 24/5/2018ParkwayLife REIT 15/5/2018One Investment Idea Per Three Weeks 7 May 2018 4/5/2018Business Cycle Approach to Sector investing 27/4/2018CapitaLand Mall Trust 26/4/2018mm2 Asia Ltd 25/4/2018Logan Property Holdings 18/4/2018One Investment Idea Per Three Weeks 26 March 2018 22/3/2018Sasseur Real Estate Investment REIT IPO 19/3/2018G8 Education 8/3/2018One Investment Idea Per Three Weeks 5 March 2018 2/3/2018Top stocks for 2018 22/2/2018Mapletree Industrial Trust 1/2/2018One Investment Idea Per Three Weeks 22 Jan 2018 18/1/2018Actual Performance of Tactical Investment Ideas 16 January 2018 16/1/2018Frasers Commercial Trust 9/1/2018One Investment Idea Per Three Weeks 2 January 2018 (position closed @ 20.79%pa) 2/1/2018Heeton Holdings Limited 13/12/2017Banyan Tree Holdings Limited 12/12/2017Vibrant Group Limited 12/12/2017One Investment Idea Per Three Weeks 11 December 2017 (position closed @ 85.51%pa) 8/12/2017How to buy stocks through iFAST 5/12/2017Frasers Hospitality Trust 1/12/2017Hyflux Preference Share 27/11/2017One Investment Idea Per Three Weeks 20 November 2017 (position closed @ 124%pa) 17/11/2017Mapletree Logistics Trust 4/11/2017One Investment Idea Per Three Weeks 30 Oct 2017 (position closed @ 11.68%pa) 26/10/2017One Investment Idea Per Three Weeks 18 September 2017 (position closed @ -14.74%pa) 15/9/2017Actual Performance of Promiseland Tactical Investment Ideas 7 Sep 2017 11/9/2017One Investment Idea Per Three Weeks 28 August 2017 (position closed @ 20.40%pa) 25/8/2017One Investment Idea Per Three Weeks 7 Aug 2017 (position closed @ 44.5%pa) 4/8/2017Actual Performance of Tactical Investment Ideas 13 July 2017 24/7/2017Specific funds information relevant to existing clients (regularly updated) 15/7/2017One Investment Idea Per Three Weeks 17 July 2017 (position closed @ 35.56%pa) 13/7/2017One Investment Idea Per Three Weeks 27 Jun 2017 (position closed @ 44.38%pa) 23/6/2017One Investment Idea Per Three Weeks 5 June 2017 (position closed @ 54.08%pa) 3/6/2017Read this post first! 1/6/2017One Investment Idea Per Three Weeks 15 May 2017 (position closed @ 23.7%pa) 15/5/2017Actual Performance of Tactical Investment Ideas 8 May 2017 9/5/2017One Investment Idea Per Three Weeks 24 April 2017 (position closed @ 43.64%pa) 22/4/2017One Investment Idea Per Three Weeks 27 March 2017 (position closed @ 81.19% pa) 31/3/2017One Investment Idea Per Three Weeks 6 March 2017 (position closed at 55.04%pa) 7/3/2017Actual Performance of Tactical Investment Ideas 27Feb17.pdf 28/2/2017One Investment Idea Per Three Weeks 10 February 2017 (position closed @ 11.38%pa) 14/2/2017One Investment Idea Per Three Weeks 23 January 2017 (position closed @ 9.84%pa) 24/1/2017One Investment Idea Per Three Weeks 3 Jan 2017 (position closed @ 123.12%pa) 4/1/2017One Investment Idea Per Three Weeks 12 December 2016 (positioned closed @ 54.78%pa) 11/12/2016One Investment Idea Per Fortnight 21 Nov 2016 (positioned closed @ 40.95%pa) 20/11/2016One Investment Idea Per Fortnight 7 Nov 2016 (position closed @ 2.69%pa) 6/11/2016One Investment Idea Per Fortnight 24 October 2016 (position closed @ -23.19%pa) 23/10/2016One Investment Idea Per Fortnight 10 October 2016 (positioned closed @ -0.77%) 9/10/2016One Investment Idea Per Fortnight 26 September 2016 (position closed @ -0.40% pa) 27/9/2016One Investment Idea Per Fortnight 13 September 2016 (position closed @ 14.38%pa) 11/9/2016One Investment Idea Per Fortnight 29 August 2016 (positioned closed @ 46.05%pa) 28/8/2016One Investment Idea Per Fortnight 15 August 2016 (position closed @ 65.05%pa) 13/8/2016One Investment Idea Per Fortnight 1 August 2016 (positioned closed @ 100.12%pa) 31/7/2016One Investment Idea Per Fortnight 18 July 2016 (position closed @ 40.24%pa) 17/7/2016One Investment Idea Per Fortnight 4 July 2016 (position closed @ 87.84%pa profit) 5/7/2016Impact of Brexit on your Portfolio 26/6/2016One Investment Idea Per Fortnight 20 June 2016 (position closed @ 18.73%pa) 20/6/2016Bonds Recommended List 17/6/2016One Investment Idea Per Fortnight 6 Jun 2016 (position closed @ 17.87%pa) 7/6/2016One Investment Idea Per Fortnight 23 May 2016 22/5/2016One Investment Idea Per Fortnight 9 May 2016 (position closed @ 50.1%pa profit) 10/5/2016One Investment Idea Per Fortnight 25 April 2016 (position closed at 58.25%pa profit) 25/4/2016One Investment Idea Per Fortnight 11 April 2016 (position closed @ 21%pa) 10/4/2016Global University Cost 2015/2016 3/4/2016One Investment Idea Per Fortnight 28 March 2016 (positioned closed @ 7.14%) 28/3/2016One Investment Idea Per Fortnight 14 March 2016 (position closed @ 28.0%pa profit) 14/3/2016Model Portfolio Update 31 January 2016 1/3/2016Global Equity Ranking (historical) 1/3/2016Global Emerging market Funds Ranking (historical) 1/3/2016Global Bond Funds Ranking (historical) 1/3/2016One Investment Idea Per Fortnight 29 Feb 2016 (position closed @ 25.15%pa profit) 27/2/2016One Investment Idea Per Fortnight 15 Feb 2016 (position closed @ 32.01%pa profit) 11/2/2016One Investment Idea Per Fortnight 1 February 2016 (positioned closed @ 10.8%pa profit) 1/2/2016Cheapest to the most expensive equity markets in the world (updated 31 Dec 2015) 5/1/2016What is Customer Knowledge Assessment (CKA)? 31/12/2015Property Cooling Details 4/10/2014
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