Contents for registered users Free (but you need to register first): Client only (not accessible by you): Retainer only (not accessible for you): Insights – Late cycle investing – Navigating negative rates 3/10/2019Look Beyond the FAANGs 10/9/2019Hong Kong Stocks Still Developed World’s Cheapest After Rally 6/9/2019Navigator Newsletter Aug 2019 2/9/2019HKD peg how different 10/6/2019What Don’t We Know About China’s Demographic Pains? 22/5/2019Myths And Realities Behind The Sino-Us Tech Competition 2/4/2019Doves fly above hawks: Investment implications 21/3/2019China markets: A sneeze is not a cold 11/3/2019Challenges in assessing political risks 7/3/2019Mega Trends in China 4/3/2019Asian bonds-Coming out of the woods in 2019 28/2/2019Monthly Pan Europe Update January 2019 21/1/2019China Eases Monetary Policy Again, Now What? 10/1/2019What’s New In China’s 2019 Outlook? 19/12/2018Monthly Asian Monthly Roundup December 2018 14/12/2018Monthly Pan Europe update December 2018 14/12/2018Monthly Pan Europe update November 2018 5/12/2018Monthly Pan Europe update October 2018 2/11/2018Monthly Latin America update Oct 2018 26/10/2018Unintended Consequences Of The Sino-Us Trade Conflict 25/10/2018Monthly Pan Europe Update Sept 2018 28/9/2018China’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 12/10/2017 Content not available for you. 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