SingTao | Value Partners “J-REIT” returns can reach 9%, popular with investment immigrants, satisfying “Chinese people’s love for bricks and mortar”
12-12-2024
SingTao | Value Partners "J-REIT" returns can reach 9%, popular with investment immigrants, satisfying "Chinese people's love for bricks and mortar".
Read moreHKET | Value Partners: Policy Implementation Affects Market Outlook
25-10-2024
To read the article and learn more about Kelly Chung's insights in a Hong Kong Economic Times article. (Chinese only)
Read moreHKEJ|Value Partners’ Cheah Cheng Hye: “It’s just the beginning of a major recovery in Chinese stocks”
30-09-2024
“It is just the beginning of a major recovery in Chinese stocks. From a fundamental perspective, they are still relatively cheap. Most importantly,...
Read moreHKET | China A-shares and H-shares Show resilience; Focus on Timing of U.S. Interest Rate Cuts
29-08-2024
Although the U.S. is unlikely to enter a recession in the short term, increasing uncertainties due to the upcoming U.S. elections and geopolitical...
Read moreThe Edge Singapore | Value Partners: Dividend-focused investing in China – a winning strategy
21-08-2024
In our view, capturing headline growth should no longer be the goal for China investors. As the Chinese economy matures and normalises, the best...
Read moreON.CC | Value Partners: Gold price approaches $2,470, setting an all-time high (ATH); analyst suggests further upside potential
18-07-2024
Rising expectations of a September Fed rate cut, coupled with the recent attack on U.S. presidential candidate Donald Trump, have led to New York gold...
Read moreHKET | Value Partners: U.S. Rate Cut Boosts Outlook for Asian High-Yield Credit
15-07-2024
Gordon Ip, Value Partners’ co-CIO for fixed income, shared his investment insights on the Asian high-yield credit market on HKET. (Chinese only)
Read moreEDigest | J-REITs offer compelling opportunities for stable income and capital appreciation
09-07-2024
USD-hedged Japan REITs have delivered decent risk-adjusted returns over the last 10 years, and they also offer investors diversification benefits,...
Read moream730 | Value Partners’ Cheah Cheng Hye: Hong Kong is not over yet; believe Hong Kong will benefit from China’s economy
12-06-2024
Dato' Seri CHEAH Cheng Hye, had an interview with Mingpao, he said, "Hong Kong is not over yet; believe Hong Kong will benefit from China’s...
Read moreEDigest | Value Partners: Geopolitical Tensions Persist: Gold Prices Expected to Rise to $3,000
26-04-2024
Market concerns regarding the situation in the Middle East are growing, especially the possibility of Israeli action against Iran. Such action could...
Read moreHKET|Value Partners’ Yu Chen Jun: 3 Main Reasons to Be Cautiously Optimistic about Hong Kong Stocks in Q2, with a Focus on 2 Types of Characteristic Enterprises
26-03-2024
Yu Chen Jun, Value Partners’ Deputy Chief Investment Officer, Equities, had an interview with the Hong Kong Economic Times, and shared his views on...
Read moreHKET | Value Partners: Corporate Earnings Bottom Out, China and Hong Kong Stock Markets Recover
19-03-2024
Kelly Chung, Investment Director and Head of Multi-Asset Investments at Value Partners, shared her insights in an article published by HKET. (Chinese...
Read moreEDigest | Value Partners : Gold Prices are Poised to Breakthrough: Can Bitcoin Become the “New Generation Gold”?
14-03-2024
With the rapid development of the cryptocurrency market, people often ask if Bitcoin will replace gold one day. Value Partners shares the views on...
Read moreHKET | Value Partners: China Continues to Implement Loose Policies, Staying Selective in Choosing High-Quality Asian High-Yield Bonds (Chinese Only)
11-03-2024
Gordon IP - Value Partners' Co-Chief Investment Officer - Fixed Income shares his views in an interview with Hong Kong Economic Times (HKET). (Chinese...
Read moreMing Pao | Value Partners is optimistic about the economic recovery in China in Q2, as market sentiment improves, which is expected to result in a positive outlook for Hong Kong stocks
17-01-2024
Value Partners is optimistic about the economic recovery in China in Q2, as market sentiment improves, which is expected to result in a positive...
Read moreValue Partners’ Yu Chen Jun: If China’s GDP Is Better Than Expected, It Will Be A Short-term Booster For Chinese stocks
15-01-2024
Value Partners’ Chief Investment Officer - Equities - Yu Chen Jun shares her views in an interview with Hong Kong Economic Times (HKET): If...
Read moreValue Partners Yu Chen Jun x The Greater Bay Area Association of Listed Companies
20-11-2023
Yu Chen Jun - Value Partners Deputy Chief Investment Officer, Equities, joins Samuel Pang – CEO of Golden Eagle Brokerage, and Alick Dong -...
Read moreHKET Interview – Kelly Chung | Value Partners expects US bond yields to reach 5%, concerned about US stocks next year
14-11-2023
As US long-term bond yields rose, Kelly Chung, Investment Director and Head of Multi-Assets at Value Partners, commented that US economic data remains...
Read moreValue Partners Group, Aldiracita Sekuritas and STAR Asset Management Announce Strategic Partnership to Foster Cross Border Collaboration and Growth of Asia s Asset Wealth Management Industry
27-07-2023
Hong Kong, 26 July 2023 Value Partners Group (together with its subsidiaries, “Value Partners”, Hong Kong Stock Code: 806.HK) and Aldiracita...
Read moreShenzhen Capital and Value Partners to jointly launch the market’s first Greater Bay Area-focused Special Opportunity Fund
03-07-2023
Shenzhen Capital (International) Asset Management Co., Ltd (“Shenzhen Capital International”), a wholly-owned subsidiary of Shenzhen Capital...
Read moreValue Partners Group is among the winners in the ESG Leading Enterprise Awards of the Year 2022/2023 by Master-insight 灼見名家 Hong Kong magazine
13-06-2023
Value Partners Group is among the winners in the ESG Leading Enterprise Awards of the Year 2022/2023 by Master-insight 灼見名家 Hong Kong magazine...
Read moreThe Edge Markets – Investing in a time of war and decades-high inflation, as recession fears mount
16-05-2022
An article containing Value Partners' Co-Chairman and Co-Chief Investment Officer Dato' Seri Cheah Cheng Hye's views on rising inflation.
Read moreAsianInvestor – Asia in a ‘Better Position’ than the West, Value Partners says
21-04-2022
Senior Fund Manager Kelly Chung explains Asia's position amidst market volatility, with insights into the management of a dynamic multi-asset...
Read morePBI – How the Crisis in Russia and Ukraine will Affect Markets in China and Asia
07-03-2022
The article containing insights into globally affected markets due to geopolitical tensions between Russia and Ukraine by Kelly Chung, our Senior Fund...
Read moreCFAUK – The investment implications of the metaverse
02-03-2022
The metaverse is more than immersive experiences for gamers. It is expected to be widely adopted in many areas, and offers a host of investment...
Read moreWealthBriefing – Russia, Ukraine Crisis – Wealth Managers’ Comments
23-02-2022
Senior Fund Manager Kelly Chung's insights into the growing tension between Russia and Ukraine and the inflationary pressures caused due to the fact.
Read moreCityWire – The Asia Pacific winners and loser of spiralling Ukraine crisis
23-02-2022
Value Partners Senior Fund Manager highlights opportunities in resource-heavy countries, which could be winners from the crisis.
Read moreThe Edge Markets – Brokers Write: Intangibles the new building blocks for Malaysia
17-01-2022
The article containing our Co-Chairman and Co-CIO Dato' Seri Cheah Cheng Hye's views on the potential growth of Malaysia's GDP through intellectual...
Read moreAPB – Stiff competition for immense opportunities in China AM: Value Partners
23-11-2021
With its vast population and immense assets, China looks like fertile soil for asset management firms. Yet, spanning across the whole asset management...
Read moreAPB – China’s common prosperity drive could prompt inflows into Hong Kong and Singapore: Value Partners co-chairman
17-11-2021
China's policy of prioritising "common prosperity for all" could lead to newly minted HNWIs in the country shifting some of their assets to Hong Kong...
Read moreCityWire – AAA-rated Asian equity PM: three factors shaping the region
11-10-2021
Value Partners' Man Wing Chung believes e-commerce, semiconductors and China's regulatory reset will drive future returns.
Read moreThe Star – Value Partners’ Shariah China A-Shares ETF makes debut on Main Market
28-07-2021
Value Partners Group has successfully launched the Shariah-compliant 'Shariah China A-Shares ETF' on Bursa Malaysia, the first of it's kind.
Read moreThe Star – Wahed Invest Malaysia collaborates with Value Partners Malaysia
21-07-2021
With the recently launched Shariah China A-Shares ETF, a collaboration pertaining Value Partners Malaysia and Wahed Invest Malaysia further offers...
Read moreAsianInvestor – Seizing Opportunities in China’s Healthcare Sector
13-07-2021
The healthcare industry in China is propelled by significant reforms and presents exciting investment opportunities. However, the returns it delivers...
Read moreThe Star – Value Partners Malaysia launches Shariah China A-Shares ETF
12-07-2021
“Our new Shariah China A-Shares ETF is a unique tool for Malaysian investors to capture opportunities in China’s new economy within Shariah...
Read moreAAM – Value maven looks to China
30-06-2021
Value Partners Co-Chairman and Co-CIO, Dato’ Seri Cheah Cheng Hye says that professional investors have to know history, politics, culture, and...
Read moreChinaDaily – Funds Guru Has His Finger on the Pulse
06-06-2021
Those who fail to jump on the Chinese mainland bandwagon over the next decade will miss the boat, says Co-Chairman and Co-CIO, Dato’ Seri Cheah...
Read moreTheWealthNet – Can investing in China meet ESG criteria?
12-05-2021
The article with insights into the collision between ethical investing and the rise of China as an investment mega-trend, as explained by Senior Fund...
Read moreThe Star – An unforgettable first job
26-04-2021
Malaysia’s leading newspaper, The Star, is celebrating its 50th anniversary. Our Co-Chairman and Co-CIO, Dato’ Seri Cheah Cheng Hye, shares his...
Read moreFSA – Will Asa’s dividend-paying companies recover this year?
08-04-2021
Dividend-paying stocks in Asia should benefit from the expected economic recovery, driven by the global vaccine rollout and a low-rate environment,...
Read moreGIG – Carbon neutrality pledges in Asia open ESG opportunities
07-04-2021
Global Investor Group posts our Senior Fund Manager and Head of ESG investment Frank TSUI's thoughts on increasing awareness and strengthening of the...
Read moreFSA – Value Partners mulls retail fund firm set-up in China
16-03-2021
Hong Kong-based Value Partners has named William Zhong and Gary Guan as co-heads of China business, responsible for overseeing the firm’s various...
Read moreSCMP – Looking into the future
22-09-2020
COVID-19 may lead to social instability in some countries, but the prospects for the China market remain strong for many reasons, says Louis SO,...
Read moreThe Edge – Opportunities in crisis: Finding ‘diamonds’ of China companies in the volatile rough
01-04-2020
The article with investment insights by Yu Xiaobo, our investment director and head of China business, is reposted by The Edge Singapore.
Read moreFund Selector Asia : Value Partners to add ninth onshore fund
01-04-2020
The Hong Kong-based asset manager has added one more product for sale in China via the private fund management (PFM) channel.
Read moreThe Star : China poised for V-shaped recovery
01-04-2020
Malaysia Newspaper The Star published on March 28 an article featuring our Co-Chairman and Co-Chief Investment Officer Dato’ Seri Cheah Cheng...
Read moreOur Chairman’s Views On U.S., China Equities And Gold
09-03-2020
Hong Kong Economic Times today published a front-page story featuring Value Partners’ house view amid the coronavirus outbreak. Our Co-Chairman and...
Read moreOur investment outlook amid present challenges in Hong Kong
25-11-2019
Ongoing social events in Hong Kong pose different levels of impact on several pillar industries – tourism, retail sales and F&B. Our Co-Chairman and...
Read moreValue Partners’ Cheah Cheng Hye was invited to attend Belt and Road Summit
15-11-2019
A session titled “Investing for Value – Making Belt and Road Projects Viable”, hosted by Bernard Chan, President of Asia Financial Holdings...
Read moreFund Selector Asia – Winners of the FSA Fund Awards in Hong Kong are…
24-01-2019
Value Partners Greater China High Yield Income fund has garnered the Platinum award for the high yield fund category
Read moreCNBC: Chinese data will be ‘gloomy’ for the first half of 2019
22-01-2019
China's macroeconomic data is likely to be weak in the first half of 2019 because of deleveraging and trade issues, but the effect of the Chinese...
Read moreFund Selector Asia: Greater China funds – best and worst in 2018
10-01-2019
Value Partners China Convergence fund made it on the best performing list in the Singapore universe
Read moreForbes – US-China Trade Truce: Don’t Count Your Chickens Yet
31-12-2018
There is no denying that the trade truce is a step in the right direction heading into 2019, but it is important for investors to remain grounded and...
Read moreCNBC – ‘Core demands’ from the US are hard for China to agree to
25-11-2018
Frank Tsui, fund manager of Value Partners says the U.S.-China trade was is "possibly hurting" both countries, and he expects "prolonged negotiations"...
Read moreFund Selector Asia – Value Partners ventures into thematics
23-11-2018
Value Partners this month received approval from the Securities and Futures Commission to launch the Asian Innovation Opportunities Fund, according to...
Read moreReuters – Value Partners may buy into more pain for Asia stocks in early 2019
22-11-2018
Value Partners may trim its equities exposure into next year as U.S.-China trade talks enter a crucial stage, but a further capitulation in the market...
Read moreForbes – Why Now Is The Time For Multi-Asset Strategies
09-11-2018
There is no better time to start considering or adapting multi-asset strategies in Asia.
Read moreCNBC: Investors are zeroing in on a Chinese sector ‘entirely not affected by the trade war’
29-10-2018
"We're seeing huge potential in education," King Lun Au, chief executive officer of Value Partners Group, said Monday on CNBC's "Squawk Box."
Read moreForbes – Best Under A Billion: Value Partners’ Founder Sees Huge Opportunity In China
22-10-2018
Value Partners Group made another appearance on the "Best Under A Billion" list that honors 200 top-performing public companies in Asia-Pacific with...
Read moreSeeking alpha – The Leading Foreign Asset Manager In China Makes Further Progress
19-10-2018
Hong Kong's Value Partners has launched its fourth hedge fund product in China, with its first private equity fund to be launched in a few months'...
Read morePensions & Investments – Value Partners making leap into China
15-10-2018
The article explores the firm’s strategic push into China’s private markets based off an interview with our Chief Executive Officer King Au
Read moreThe Star – Going against the tide
13-10-2018
Chairman Datuk Seri Cheah Cheng Hye, also known as the Warren Buffett of the East, feels there isn’t a better time to open its doors for business.
Read moreThe Asset – Top Hedge Fund for Asian G3 Bonds Rankings
13-10-2018
Value Partners has once again come first in The Asset’s Top Hedge Fund for Asian G3 Bonds Rankings.
Read moreCitywire – Asian HY credit: where top managers are invested
11-10-2018
Citywire AA-rated Gordon Ip said: ‘We are starting to see attractive value in Asian credits, especially China high yield.’
Read moreCitywire – Value Partners sets up office in Malaysia, plans new hires
11-10-2018
Au King Lun, the company’s chief executive officer, told Citywire Asia the new office is scheduled to officially open next month and will be...
Read moreThe Star – Cheah of Value Partners Group sets up office in Malaysia
11-10-2018
Datuk Seri Cheah Cheng Hye has opened his Malaysian office – Value Partners Asset Management Malaysia Sdn Bhd – after receiving the approval in...
Read moreAsia Asset Management – Value Partners opens Kuala Lumpur office
11-10-2018
Michael William Greenall, managing director of Value Partners' Southeast Asia business, says the Kuala Lumpur office, called Value Partners Asset...
Read moreFunds Global Asia – Value Partners sets up presence in Malaysian capital
11-10-2018
Hong Kong-based asset manager Value Partners is expanding its global presence with a new office in Kuala Lumpur, Malaysia.
Read moreForbes – Chinese Equities: Down, But Not Out
04-10-2018
Our latest monthly column on Forbes outlines the negativity surrounding Chinese equities this year and the factors that could work in favour of the...
Read moreAsia Asset Management – A focus on fintech and sustainability
04-10-2018
Our Co-managing Director of QIS David Quah shares his views on the future of ETFs at one of the panels of the Asia Asset Management’s 8th Annual...
Read moreCNBC – It is a matter of confidence in Philippines, analyst says
04-10-2018
Kenny Tjan, country head and investment director at Value Partners discusses possible rate hikes by Philippines and Indonesia central banks.
Read moreFund Selector Asia – Value Partners maps out aggressive product push
13-09-2018
Plans include product launches in China and in Hong Kong and ETFs outside Asia, according to King Au, Value Partners’ Hong Kong-based CEO.
Read moreCNBC – The prospects of Chinese banks are turning brighter
30-08-2018
The Chinese government's deleveraging efforts have helped to strengthen asset quality of banks, says Frank Tsui of Value Partners.
Read moreSeeking Alpha – The Leading Overseas Investment Firm In China?
29-08-2018
Value Partners launched its third hedge fund product in China – no overseas firm has launched more.
Read moreCitywire – Chinese equity valuations attractive amid volatility
27-08-2018
Investment managers including our fund manager Frank Tsui on China is still a good bet for long-term investors amid recent volatility
Read moreThe Edge Market – Investors should not be overly concerned about trade war impact on China, says Value Partners
27-08-2018
The trade war between the US and China has investors concerned about the potential impact on the Chinese economy and wondering whether they should...
Read moreFund Selector Asia – Value Partners eyes sharia funds, plans US office
16-08-2018
Hong Kong-listed Value Partners said it intends to open offices in Malaysia and the US and possibly launch a ‘core China’ fund in Europe.
Read moreCNBC – Hong Kong-based asset management firm is “cautiously optimistic”
16-08-2018
King Au of Value Partners says the volatility was driven by the ongoing trade war and the market will likely stabilize after the November midterm...
Read moreFund Selector Asia – Value Partners launches its third onshore fund
10-08-2018
Value Partners has launched another onshore China fund through its investment management wholly foreign-owned enterprise (IM WFOE).
Read moreForbes – Positives And Negatives For Chinese Stocks In The Second Half
07-08-2018
Value Partners takes a look at some of the key positive and negative factors that are likely to tug on Chinese stocks in the rest of 2018.
Read moreForbes – Asia’s 200 Best Under A Billion 2018
06-08-2018
Value Partners has been recognized as one of the “Forbes Asia's 200 Best Under A Billion”.
Read moreFund Selector Asia – More foreign AMs to roll out funds inside China
24-07-2018
Value Partners is the most recent asset manager to launch an onshore fund, the Value Partners PFM China A Share Jade Fund 1, which was incepted on 2...
Read moreFund Selector Asia – Are private banks snubbing Hong Kong’s ETFs?
20-07-2018
Studies have pointed out institutions’ increased ETF usage, but this may not be the case for private banks in Asia, according to David Quah, Hong...
Read moreCitywire – Value Partners to launch new China PE fund
18-07-2018
Value Partners plans to launch a new private equity (PE) fund targeting high-net-worth investors early next year.
Read morePortfolio Adviser – European distribution ‘fragmented’ despite Ucits
12-07-2018
“The idea was to distribute the funds through the distributors we already had a relationship with and then build that out. But we realised that...
Read moreFund Selector Asia – Value Partners shares lessons learned in Europe
06-07-2018
More Asia-based fund managers, particularly in Hong Kong and China, are eyeing the European market and launching Ucits funds in Europe.
Read moreAsia Asset Management – Value Partners to launch its first private equity fund in China
05-07-2018
The company has signed an agreement with Hong Kong-listed China Education Group Holdings Limited (CEG) to jointly set up the fund, which will have a...
Read moreCitywire – Asia’s Ucits arms race: Value Partners CEO’s expansion plans
05-07-2018
The race for Asia-based asset managers to set up Ucits platforms in Europe doesn’t worry Value Partners CEO Au King Lun, who has established a...
Read moreAsiamoney – China’s hedge funds find their feet
05-07-2018
“The next chapter is for Value Partners to become a world-class asset manager that serves as an investment solutions provider to investors in China...
Read moreThe Standard – Value Partners unit eyes education fund
05-07-2018
Value Partners Group (0806), chaired by Cheah Cheng Hye - dubbed "Goldfinger" and the "Asian Warren Buffett" - announced that its subsidiary has...
Read moreFund Selector Asia – China’s asset managers eye European investors
22-06-2018
Asset managers in Asia planning to expand in Europe usually ramp up their domestic and regional capabilities first. Value Partners, for example,...
Read moreFinancial Times – Cheah Cheng Hye: read all about it . . . China’s giants in waiting
12-06-2018
Our chairman Dato' Seri Cheah Cheng Hye shares his visions on the future of Value Partners and the asset management industry.
Read moreThe Star – Malaysia must brace for short-term pain
11-06-2018
Value Partners Group co-founder and chairman Datuk Seri Cheah Cheng Hye felt that the initiatives of the new government have earned Malaysia...
Read moreAsia Asset Management – Value Partners slashes flagship gold ETF management fee to 0%
07-12-2016
Independent Hong Kong-based asset manager Value Partners has announced it will lower the management fee of its flagship gold product – the Value...
Read moreOriental Daily – 惠理:料黃金ETF產品需求不斷增加 (in Chinese language)
06-12-2016
惠理集團旗下價值黃金ETF(03081)管理費今天起至下年6月30日,會由每年0.15%下調至0%。惠理ETF業務董事總經理曹偉超稱,黑天鵝事件頻生,明年美國將迎接特朗普上場,法國、德國大選等,環球政局不明朗,料投資者會轉頭黃金等避險資產,黃金ETF產品需求將不斷增加。
Read moreThe Standard – Bonds elude bashing by Trump victory
28-11-2016
Prices of corporate bonds in emerging markets dropped marginally after Donald Trump victory in the United States' presidential race, said Value...
Read moreThe Star – HK fund manager plans to open office in KL
07-11-2016
Hong Kong-based Value Partners Group, which is one of Asia’s largest fund and asset management firms, plans to set up an office in Kuala Lumpur over...
Read moreCitywire – Expect more flows into Asian fixed income, says expert Gordon Ip
18-10-2016
Asian fixed income products could see continued inflows in 2017 after gaining traction this year, a fixed income specialist Gordon Ip has said.
Read moreEpoch Times – 惠理基金:港股難避免A股化 (in Chinese language)
13-10-2016
惠理基金昨舉行新聞發佈會。惠理基金預期,隨著不確定因素逐漸減少,明年新興市場股票將跑贏,當中中港股市都有機會造好。不過,港股在北水南下的影響下,難避免「A股化」的趨勢。
Read moreTa Kung Pao – 惠理料AH股明年跑出 (in Chinese language)
13-10-2016
惠理投資董事王焱東昨表示,明年投資環境整體上比今年好,宏觀波動會比今年弱,市場重回挑選個股的投資模式,料新興市場股票會跑贏已發展市場股票,相信A股、H股及紅籌股可帶領新興市場跑贏。
Read moreOriental Daily – 惠理基金:料明年新興市場股票跑贏
12-10-2016
惠理基金管理認為,隨宏觀波動減弱及市場重回挑選個股的投資模式,預期明年新興市場股票會跑贏已發展市場。
Read moreHK01 – 惠理:宏觀經濟迷霧散 港股明年勝今年
12-10-2016
資產管理公司惠理基金舉行記者會,分享對2017年投資市場的展望。投資董事王焱東表示,2016年是充滿不明朗因素的一年,但隨着這些不明朗的迷霧漸漸消散,預計去到2017年,港股前景將會比今年理想。
Read moreBarron’s – Value Partners Says Buy Chinese Property Stocks
12-10-2016
The recent sell-off in China’s property developer stocks looks like a buying opportunity, says Value Partners ’ investment director Alan Wang.
Read moreSing Tao Daily – 惠理基金:新兴市场股票料明年跑赢已发展市场
11-10-2016
惠理基金预期,2017年新兴市场股票将跑赢已发展市场股票。在新兴市场股票当中,中国市场的A股、香港市场的H股及红筹将有望脱颖而出,为市场表现带来较大贡献。
Read moreHKET – 謝清海麥樸思挺中港股 入市時機現
29-09-2016
近期股市波動,但「金手指」與「新興市場之父」異口同聲唱好中港股市!惠理集團主席謝清海直言,目前已屆長綫投資中港市場的入市時機;鄧普頓新興市場集團執行主席麥樸思表明,中國是其投資首選。穩定而持續的內地經濟增長,是吸引兩者看好長綫的契機。
Read moreHKEJ – 惠理:亞洲高息債看俏
28-09-2016
惠理集團(00806)投資董事葉浩華【圖】昨日表示,亞洲高收益債券過去5年累積回報大幅跑贏亞洲股票,雖然美國可能再度加息,但過往歷史數據反映加息未必影響亞洲高收益債,若加息原因是經濟及企業盈利好轉,更有助高收益公司債相對其他債券的息差收窄,債價續升並跑贏大市。
Read moreWen Wei Po – 惠理:特朗普勝將增避險情緒
28-09-2016
美國總統大選首次電視辯論後,民調顯示希拉里的支持度較特朗普為高,惠理基金投資董事及特許財務分析師葉浩華昨天表示,若希拉里當選,金融市場將會「所有嘢照舊」,若特朗普勝出將增加市場避險情緒,亦為債市帶來波動性的影響。
Read moreOriental Daily – 深港通:謝清海叫買H股 短期不要大期望
28-09-2016
惠理集團(00806)主席謝清海表示,不要對深港通短期內有太大期望,因為深港通是長期的措施推動交投,為香港提供不少投資深圳IT企業機會,同時亦帶動內地投資者對投資中小型香港股份的興趣,但不會即時對市場交投活動有爆炸性的影響。
Read moreThe Star – Honoured for doing country proud
15-08-2016
COMING from a humble background and having a passion to explore different fields have made investment expert Datuk Seri Cheah Cheng Hye who he is...
Read moreAsianInvestor – Value Partners expands beyong Asia to meet demand for global assets
05-07-2016
Value Partners, one of Asia's largest independent asset management firms, is extending its footprint both in mainland China and beyond Asia Pacific...
Read more信報 – 謝清海:中國經濟對港依賴愈少 港人要正視現實 (Chinese Version)
15-04-2016
惠理集團主席及聯席首席投資總監謝清海在一個論壇上表示,香港基金業現時有大機會,未來有大憂慮,他不擔心香港金融中心的競爭力輸給新加坡,反而擔心上海和深圳的金融中心排名崛起,香港競爭力雖無後退但確實沒有進步。
Read more信報 – 惠理:選高息股須符4大條件 (Chinese Version)
22-03-2016
專門投資亞洲(日本除外)股市的惠理高息股票基金獲「湯森路透理柏基金香港年獎2016」的10年期大獎,反映其長期表現良好。惠理高級基金經理李以立表示,基金能長期獲得佳績,與選股的紀律關係密切,基金的選股原則是投資對象須符合4個條件。
Read more財新週刊 – 人類史上最大資本流動到來 (Chinese Version)
15-02-2016
香港工作的外國人如果願意入鄉隨俗,會在辦公室掛幾幅字畫。61歲的謝清海也掛了兩幅,每幅半米見方,左邊是鄧小平,右邊是習近平。這家亞洲知名的公募基金總部位於香港中環——他對辦公室的裝飾隱喻著內地和香港資本市場的關係。
Read moreBarron’s – Video: Value Partners’ Eric Chow on Investing in the Year of the Monkey
03-02-2016
Value Partners shares its outlook for China's economy and why a Hong Kong property developer is one of its favorite picks.
Read more和訊網 – 馬來西亞拿督、惠理集團主席兼聯席首席投資總監謝清海:中國新經濟明年或見分曉 (Chinese Version)
05-01-2016
日前,有“東方巴菲特”之稱的馬來西亞拿督、惠理集團主席兼聯席首席投資總監謝清海出席了諾亞2015海外資產配置峰會,與投資者分享今年經濟大勢,探尋投資機會。
Read more第一財經 – 專訪”東方巴菲特” 惠理集團主席謝清海:註冊制要配套改革護航 (Chinese Version)
29-12-2015
惠理集團(0806.HK)於1993年成立,2007年在香港上市,安全穿越了亞洲金融風暴、2008年全球金融海嘯。自2010年起,公司的平均年回報率基本都在16%至18%之間,2014年的年化回報率在16%左右,謝清海也被投資界譽為“東方巴菲特”。
Read more經濟一週 – 惠理基金舵手蘇俊祺 攻經濟轉型6有火車頭 (Chinese Version)
28-11-2015
現時港股走勢偏淡,最考基金經理功力。然而,掌管157億美元(約1224.6億港元)管理資產的惠理集團(00806)副主席兼聯席首席投資總監蘇俊祺有信心可以突圍而出,因為惠理投資團隊已找出內地經濟的六大最新趨勢。
Read moreSCMP – Fund manager Cheah Cheng Hye of Value Partners says time is the secret to success in finance
12-11-2015
Those in financial services are locked into the concept of time. To them, timing is crucial when it comes to executing a trade. And for Cheah Cheng...
Read moreCitywire – Value Partners to roll out own-branded funds in China
23-10-2015
Value Partners, a Hong Kong based fund group, has said it plans to roll out its own-branded cross-border private funds in China’s domestic fund...
Read moreThe Star – The newspaper folder who made good
04-07-2015
Cycling along Weld Quay one day in December 1971 around lunch time, a 17-year old boy by the name of Cheah Cheng Hye spotted a long queue in front of...
Read moreThe Star – The art of investment
04-07-2015
Cheah Cheng Hye places high importance on learning. He always seeks to reinvent himself by trying to master and learn new things. Having carved out a...
Read moreThe Star – Still bullish on China
04-07-2015
But Value Partners founder Cheah Cheng Hye sees a global financial crisis happening ‘sooner or later’.
Read more文匯報 -險中求勝:惠理基金仍看好內房高息債 (Chinese Version)
03-07-2015
儘管持有佳兆業違約的債券,但惠理基金高級基金經理葉浩華仍然認為,中國高收益債券將會是今年亞洲信貸市場最為吸引的,又相信內地釋放流動性的措施將有利於房地產債券市場。
Read moreCitywire – Value Partners launches China A-share ETF
25-03-2015
Value Partners Hong Kong has launched the Value China A-Share exchange-traded fund (ETF), a value-based renminbi qualified foreign institutional...
Read more文匯報 – 惠理集團:大中華區首屈一指跨境基金品牌 (Chinese Version)
13-03-2015
香港獲公認為亞洲區內數一數二的資產管理中心,該行業競爭激烈,當中本地薑惠理基金毫無疑問是資產管理業界少數的成功例子。
Read moreCitywire – Value Partners set to launch pair of Asia-focused funds
28-01-2015
Hong Kong-based asset manager Value Partners plans to launch a range of funds in 2015, according to fund manager Philip Li.
Read moreCitywire – Value Partners’ Cheah Cheng Hye: prepare for China’s ‘big bang’
16-10-2014
Frequently compared to legendary American investor Warren Buffett, Cheah says his personal investing idol is, in fact, another investing great: Sir...
Read moreSCMP – Value Partners stock picker Cheah Cheng Hye bullish on China
06-08-2014
Value Partners' Cheah Cheng Hye is more bullish on mainland stocks than at any time since the global financial crisis, thanks to Beijing's anti-graft...
Read moreSCMP – Give people a fair chance to be part of the Hong Kong success story again
24-06-2014
Cheah Cheng Hye says social friction in Hong Kong can be traced to the erosion of one of our core values: equal opportunities for all. That needs to...
Read moreSCMP – Hong Kong asset manager targets A shares
30-12-2013
Value Partners to use RQFII yuan quota to invest in mainland market, in an attempt to use its stock-picking expertise to deliver results.
Read moreBarron’s – After Power Switch, China Market Will Light Up
11-02-2012
The I Ching, one of China's most ambiguous ancient books, says "in springtime, the dragon is useless." It may well be speaking about Chinese equities....
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