24-11-2022

The unprecedented amount of volatility in financial markets in the past year has made investors fear risky assets. However, despite the current headwinds and challenges ahead,

13-05-2022

Multi-asset funds seem to have become popular investment products in recent years, but what kind of fund products are they? A fund investing in both equities and bonds? I’ve been investing in bond funds and equities funds. Is it the same as buying a multi-asset fund? The stock market has been volatile in recent years, and I am not familiar with the bond market. Is now the right time to invest in multi-asset funds?

24-01-2022

Global inflation remains the dominating theme in the coming quarters and expectations of interest rate hikes in the U.S. continue to heat up. With tighter financial conditions in the U.S., what impact will these have on Asia’s fixed income market? Anna Ho, our Head of Credit Research and Strategy, gives her insights on where to find investment opportunities in the Asian debt market.

12-01-2022

Major Asian markets are expected to launch targeted easing policies, which should support the pace of economic reopening. Our Senior Fund Manager, Kelly Chung, shares her views on various asset classes and opportunities in Asia.

06-10-2021

We expect financial markets to remain volatile. However, through strategic and dynamic asset allocation across different asset classes in Asia, the Value Partners Asian Income Fund should withstand market volatility and continue to provide better risk-adjusted returns to investors.

16-07-2021

Going into the 2H of 2021, we believe that it is crucial to be selective in our bottom-up picking approach and choose quality names that will be rewarded.

15-07-2021

China’s economic recovery is on track, implying possibilities for tightening its economic policies. Although it is expected that the second half of the year will be relatively flat for equity markets, there are still opportunities to invest in quality companies.

08-03-2021

Our Co-Chairman and Co-Chief Investment Officer Dato’ Seri Cheah Cheng Hye talked in a guest lecture on “Value investing: Making it fresh and effective” in the Chinese University of Hong Kong, sharing on how value investing has been refreshed and updated to meet the challenges of today’s market.

03-02-2021

The social media-fuelled mania in stocks like GameStop could trigger a global political crisis, and the wild ride just adds to China’s appeal as safe haven for global investors seeking to hedge against rising risks, according to our Co-Chairman and Co-Chief Investment Officer Dato’ Seri Cheah Cheng Hye.

03-02-2021

Our Co-Chairman and Co-Chief Investment Officer Mr. Louis So shares his views on Greater China equity strategy in Market Outlook 2021.

03-02-2021

Our Senior Fund Manager Mr. Yu Chen Jun shares his views on China technology and innovation in Market Outlook 2021.

03-02-2021

Our Senior Fund Manager and Head of ESG Investment Mr. Frank Tsui shares his views on Asian equity dividend in Market Outlook 2021.

03-02-2021

Our Co-Chairman and Co-Chief Investment Officer Dato’ Seri Cheah Cheng Hye shares an update on the art of value investing in Market Outlook 2021.

19-01-2021

Our Co-Chairman and Co-Chief Investment Officer Dato’ Seri Cheah Cheng Hye shares his views on the market outlook for 2021. Evaluating the impacts of factors including COVID-19 and geopolitical tensions on global markets, he discusses how these markets are reacting and where they will go.

30-11-2020

Our Co-Chairman and Co-Chief Investment Officer Dato’ Seri Cheah Cheng Hye joined the discussion with Mr. Tang Ning, Chairman of CreditEase at the Programme called In Dialogue with Tang Ning. The live show, themed “China Offers Window of Opportunity”, was held on 19th November at 19:30​.

24-11-2020

The market may have priced in too much optimism while omitting uncertainties arising from Trump’s potential legal actions against the election results. Equity investors are exposed to two key risks in the lead-up to the power transition.

23-11-2020

Our Co-Chairman and Co-Chief Investment Officer Dato’ Seri Cheah Cheng Hye joined the discussion with Marie-Anne Kong, PwC Hong Kong AWM leader, in the ‘A macro-economic and geopolitical look at Asia – what to look out for in the coming months’ session at PwC’s key annual event – Asset and Wealth Management Conference 2020.

19-11-2020

In the “Powerful Management Insights” video series recently launched by Hong Kong Management Association (HKMA), our Co-Chairman and Co-Chief Investment Officer Dato’ Seri Cheah Cheng Hye, who is also HKMA’s Fellow, shares the importance of people skills and soft skills. The series features interviews with 60 eminent business leaders from a wide range of industries, including HKMA’s Council Members, Fellows, Professors of Practice and distinguished alumni.

03-09-2020

TOWNHALL with H.E. Raja Dato’ Nushirwan Zainal Abidin, Ambassador of Malaysia to China (Q&A highlights, Moderator: Dato’ Seri Cheah Cheng Hye)

08-07-2020

An update from Value Partners

08-07-2020

Insights for Sino-American relations

08-07-2020

Structural growth story intact despite short-term headwinds

08-07-2020

Hunting for value in a fragile world

01-06-2020

Research, Discipline and Courage

18-05-2020

To take part in China’s irreversible structural growth, investors should eye on five investment areas. Renee Hung, Deputy Chief Investment Officer at Value Partners, takes us through the investment thesis in a webinar in collaboration with strategic advisory firm Oxford Metrica.

18-05-2020

The white paper Investing in China: Riding the Dragon dispels the myths about China: (1) slowing growth is narrowing opportunity (2) Sino-US trade tensions will dampen innovation

18-05-2020

The sudden and unexpected impact of Covid-19 has disrupted China’s first-quarter growth. Investors may waver on the validity of our sanguine view on the prospects for China’s growth in the long-term. Supported by our in situ research and our 27-year history of investing in China, Value Partners Group remains confident in China’s long-term growth opportunities. We have again collaborated with Oxford Metrica to produce a white paper Riding the Dragon, where we present our case and reveal some hidden gems.

14-05-2020

Onshore bond market of China shines and will continue to stand out.

14-05-2020

Our fixed income expert explains in the video what China’s current valuation level means for a yield hunter.

14-05-2020

The COVID-19 spread harmed the social community. Our fixed income expert takes you one step beyond the painful times and believes many bright opportunities are in front of us.

14-05-2020

05-05-2020

Our Senior Fund Manager Frank Tsui explains the reasons why selective countries in emerging markets present more investment opportunities for medium to long term investors.

05-05-2020

Dato’ Seri CHEAH Cheng Hye , Co-Chairman and Co-Chief Investment Officer

10-03-2020

CHUNG Man Wing, Investment Director

17-01-2020

Dato’ Seri CHEAH Cheng Hye , Co-Chairman and Co-Chief Investment Officer

17-01-2020

Louis SO, Co-Chairman and Co-Chief Investment Officer

17-01-2020

Gordon IP, Chief Investment Officer – Fixed Income

17-01-2020

Kelly CHUNG, Senior Fund Manager

17-01-2020

LUO Jing, Senior Fund Manager

17-01-2020

Wallace TSANG, Regional Head of Intermediary Business, Asia Pacific

02-04-2019

Louis SO, Deputy Chairman and  Co-Chief Investment Officer

28-03-2019

11-12-2017

Kelly CHUNG, Senior Fund Manager

28-02-2017

Renee HUNG, Deputy Chief Investment Officer

01-11-2016

Dato’ Seri CHEAH Cheng Hye, Chairman & Co-CIO

20-05-2015

Dato’ Seri CHEAH Cheng Hye, Chairman & Co-CIO

21-10-2010

Dato’ Seri CHEAH Cheng Hye, Chairman & Co-CIO