Insights


2019 Second Quarter Review

July 2019
The US Federal Reserve expects to cut interest rates by the end of this year. Chinese government has also introduced several measures to simulate the Chinese economy. While facing challenges ...

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The Growing Wave of Fixed Income ETFs

May 2019
The niche value of FI ETFs has been discovered by more and more investors. The increasing demand for the FI ETFs has started to be recognized by regulators and asset managers, which will lead to a rapid growth in the liquidity and accessibility ...

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2019 First Quarter Review

April 2019
Hang Seng Index has rebounded in 2019 but it is still trading at 1 standard deviation below its 25-year historical average price-to-book valuation level. Owning a well selected portfolio now will definitely bear fruit in the mid to long term as ...

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2018 Fourth Quarter Review

January 2019
After recording minimal asset return volatility in 2017, global asset prices in 2018 experienced the most turbulent year in recent financial market history. Since our last quarterly update in October, the trade war between China and US has ...

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2018 Third Quarter Review

October 2018
Since our last quarterly update in July, the trade war between China and US has escalated. After both countries have started to execute the first round of tariffs on USD 50 billion worth of each other's exports...

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Our Hedging Philosophy

August 2018
In view of market uncertainties and volatilities amid US-China trade war and Turkey Lira crisis, investors are rightly concerned with the rising risk of equity markets. In this update, we would like to address these concerns by sharing our hedging philosophy for downside protection...

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2018 Second Quarter Review

July 2018
After a series of negotiations between China and the US, the US government surprised the world by announcing a series of potential tariffs on Chinese imports...

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2018 First Quarter Review

April 2018
Foundation China Opportunity Fund is now in its 12th year of history-making performance. This means that the Fund has and has delivered 11 full years of great returns to our investors. More remarkably, the Fund achieved the good performance without adding volatility...

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