Contents for registered users Free (but you need to register first): Client only (not accessible by you): Retainer only (not accessible for you): Monthly Asian fixed income update August 2017 16/8/2017Russia in the Spotlight August 2017 11/8/2017Monthly Asian monthly roundup August 2017 8/8/2017Monthly India update August 2017 8/8/2017China’s Debt-Equity Swaps – A Wake-Up Call For Structural Reforms 7/8/2017Monthly Emerging markets debt update August 2017 7/8/2017Monthly update on Indian markets July 2017 27/7/2017Monthly Pan Europe update July 2017 27/7/2017Monthly Malaysia update July 2017 21/7/2017The “puzzle” of low financial market volatility 20/7/2017Monthly China/Hong Kong update July 2017 20/7/2017A Strategic Assessment Of China’s Upcoming 19th Party Congress And Its Implications 19/7/2017Something More Important Is Lurking Behind The Financial Work Conference 18/7/2017Monthly Latin America update July 2017 17/7/2017Monthly Asian fixed income update July 2017 13/7/2017Monthly Asian monthly roundup July 2017 13/7/2017Monthly India update July 2017 11/7/2017Monthly Emerging markets debt update July 2017 11/7/2017When Bad News Becomes Good News For Chinese Bonds 5/7/2017One nation-One tax rate-One market 3/7/2017China Launches “Bond Connect” After MSCI Adds A-Shares – What Next? 3/7/2017Monthly Pan Europe update June 2017 27/6/2017In asset allocation, valuation is key 23/6/20172017 Mid-year outlook 22/6/20172017 Mid-year review and outlook 22/6/2017MSCI inclusion of China A-shares – Finally successful! 22/6/2017MSCI Inclusion Strategy Update 21/6/2017Monthly Asian fixed income update June 2017 21/6/2017Hedge Fund Solutions Through the Eyes Of An Asian Specialist 20/6/2017Central Banks’ June Meeting Summary 20/6/2017United States: Fed looks through softer inflation prints 15/6/2017Monthly Latin America update June 2017 15/6/2017UK elections: Hung Parliament raises Brexit uncertainty 12/6/2017Monthly Asian roundup June 2017 12/6/2017Monthly India update June 2017 12/6/2017Why Does The PBOC Introduce The “Counter-Cyclical” Factor In Setting RMB Fixing? 9/6/2017Monthly China/Hong Kong update June 2017 9/6/2017The most productive malls in Singapore (11 pages) 6/6/2017Emerging markets debt update June 2017 5/6/2017US Treasury yields dip amid soft inflation data 3/6/2017Monthly update on Chinese markets May 2017 30/5/2017Uncertainty, risk and dilemma of deleveraging China 26/5/2017Monthly update on Indian markets May 2017 26/5/2017Monthly China/Hong Kong update May 2017 26/5/2017Monthly Pan Europe update May 2017 26/5/2017Singapore Property Market Outlook 2017 25/5/2017China’s sovereign rating downgrade 25/5/2017China’s Fx Policy Tactics And The Renminbi’s Outlook 23/5/2017Indonesia: S&P gives stamp of approval 23/5/2017Uncertainty looms for Brazil 22/5/2017Global market volatility rises amid US political concerns 20/5/2017Markets seeing red: Signs of impatience 20/5/2017Monthly Latin America update May 2017 19/5/2017Month Malaysia update May 2017 19/5/2017Investing in a noisy economic environment 18/5/2017Asian monthly roundup May 2017 17/5/2017What we don’t see in china’s debt risk? 13/5/2017Monthly India Update May 2017 12/5/2017What’s next after growth recovery 10/5/2017Monthly Emerging markets debt update May 2017 10/5/2017What Is Next For Emerging Market Equities 9/5/2017US Fed: Welcoming another era with a smaller balance sheet 9/5/2017Global Equity: Comments & Outlook 6/5/2017Can the Synchronous Recovery Last? 6/5/2017Emerging Markets Outlook for 2017 6/5/2017Central Banks’ April/May Meeting Summary 6/5/2017Fed set to unwind its balance sheet 5/5/2017Monthly Emerging markets debt update April 2017 29/4/2017Monthly Malaysia update April 2017 29/4/2017Monthly Latin America update April 2017 29/4/2017Monthly India update April 2017 29/4/2017Monthly Pan Europe update April 2017 29/4/2017Monthly China/Hong Kong update April 2017 29/4/2017Monthly Asian monthly roundup April 2017 29/4/2017Monthly Asian fixed income update April 2017 29/4/2017China: What’s Next After Growth Recovery? 27/4/2017The Intelligence Report Our views on the latest investment events- 26/4/2017Monthly update on Indian markets April 2017 26/4/2017India: upbeat prospects boosted by ambitious reform agenda 25/4/2017Europe Insights – Monthly update on European markets April 2017 21/4/2017The Reality Behind Trump’s Retreat From Branding China A Currency Manipulator 19/4/2017French election preview: are Le Pen risks overestimated? 18/4/2017Asset Allocation Monthly April 2017 11/4/2017Why hasn’t China’s Credit Crisis Exploded? 7/4/2017Troubled trade ties blur the outlook; stay selective in EM 6/4/2017Spotlight on Frontiers 1/4/2017What’s next for the reflation theme? 31/3/2017One to one HSBC GIF Brazil Equity 31/3/2017One-on-one interview on Asia high yields 31/3/2017UK Triggers Article 50 31/3/2017UK trigger of Article 50: The road ahead after Brexit 31/3/2017Federal Reserve Resumes Interest Rate Normalisation 22/3/2017The Intelligence Report 2017 March 22/3/2017Fed rate hike and Chinese inflation 22/3/2017No surprises again from the Fed 18/3/2017The Intelligence Report 6 March 2017 9/3/2017Asset Allocation Monthly March 2017 9/3/2017United States: Market prices more Hawkish Fed 7 March 2017 9/3/2017End of austerity 3/3/2017China adjusts fixing again 2/3/2017 Monthly 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 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? 30/8/2016Unit Trust Cash Investments 29/8/2016Monthly Pan Europe update August 2016 27/8/2016Monthly Emerging markets debt update August 2016 27/8/2016What Funds to Invest Into Using CPF-OA 26/8/2016What Funds to Invest Into, Using The CPF-SA 22August 2016 23/8/2016A Case Study for Using Value and Momentum at the Asset Class Level 22/8/2016Valuation Spread is Widening for Q2 2016 22/8/2016Global Investment Outlook (Midyear 2016) 22/8/2016Monthly Europe Insights August 2016 19/8/2016Monthly Asia Fixed Income Update August 2016 18/8/2016Monthly China/Hong Kong update August 2016 18/8/2016Monthly Global equity update August 2016 18/8/2016Monthly Global emerging markets update August 2016 18/8/2016Monthly India Update August 2016 18/8/2016Monthly Malaysia Update August 2016 18/8/2016Monthly Latin America update August 2016 18/8/2016Monthly commentary on Asian August 2016 12/8/2016Monthly update on Chinese markets 22 July 2016 27/7/2016Monthly Euro update July 2016 23/7/2016Monthly Global Equity Update July 2016 20/7/2016Monthly Global emerging markets July 2016 20/7/2016Monthly update on European markets 15 July 2016 16/7/2016JPMorgan Guide to Market Q3 2016 15/7/2016JPMorgan Perspective Q3 2016 15/7/2016UOBAM Quarterly Investment Strategy Q3_2016 6/7/2016Investment Monthly July 2016 (16 pages) 5/7/2016RSP Funds Idea 24 June 2016 26/6/2016Portfolio Allocation Model (PPAM) June 2016 – September 2016 20/6/2016What Funds to Invest Using CFA-OA for Less Than 25K? 20/6/2016Monthly Global emerging markets update Jun 2016 18/6/2016Monthly Global equity update June 2016 17/6/2016What Funds to Invest Into, Using SRS Account? 9/6/2016Monthly Global emerging markets update May 2016 19/5/2016Monthy Global equity update May 2016 19/5/2016Monthly Commentary Global emerging markets update April 2016 21/4/2016Monthly Commentary Global Equity April 2016 20/4/2016JPMorgan Guide to Market Q2 2016 15/4/2016JPMorgan Perspective Q2 2016 15/4/2016Global Equity Update (March 2016) 19/3/2016Global Emerging Market Update (March 2016) 19/3/2016Monthly Commentary: Asian overview 16/3/2016Monthly Commentary China/Hong Kong 16/3/2016 Specific funds information relevant to existing clients (regularly updated) 17/8/2017One Investment Idea Per Three Weeks 7 Aug 2017 4/8/2017Actual Performance of Tactical Investment Ideas 13 July 2017 24/7/2017One Investment Idea Per Three Weeks 17 July 2017 13/7/2017One Investment Idea Per Three Weeks 27 Jun 2017 23/6/2017Funds’ Ranking Table (updated daily) 22/6/2017One Investment Idea Per Three Weeks 5 June 2017 3/6/2017Read this post first! 1/6/2017One Investment Idea Per Three Weeks 15 May 2017 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) 7/3/2017Monthly Update on Global Emerging Market February 2017 28/2/2017Actual Performance of Tactical Investment Ideas 27Feb17.pdf 28/2/2017One Investment Idea Per Three Weeks 10 February 2017 14/2/2017One Investment Idea Per Three Weeks 23 January 2017 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 6/11/2016One Investment Idea Per Fortnight 24 October 2016 23/10/2016One Investment Idea Per Fortnight 10 October 2016 9/10/2016One Investment Idea Per Fortnight 26 September 2016 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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