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Strategy Note


20 Sep 2021

The risks from China Evergrande

In our base case scenario, China Evergrande will be allowed to collapse with the most profitable parts of its business bought up by rivals and the debt underwritten by either the PBOC directly, or by a consortium of Chinese commercial banks with the help of a liquidity injection by the PBOC. In this base case the collapse of China Evergrande should merely lead to short-term setbacks in stock markets but not a lasting effect throughout 2022. Thus, these setbacks could be used to accumulate stocks at more attractive valuations.

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China Market Update – Heightening Regulatory Risk


The crackdown by China regulators in property, big tech, and most recently, the food delivery, and education sectors has caused some “panic selling” in the overall Chinese equity market.


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Guide your investments with valuable insights 

What do industry experts have to say about market trends in Malaysia and around the world? Find out in these videos specially-curated from our YouTube channel.


The US is experiencing a historic recovery, how can investors position for it?

The US is expected to experience its highest growth in almost 40 years at around 7%. With “value” expected to benefit from the impending rise in yields, investors should consider balancing their portfolios towards these beneficiaries of reopening. Our exclusive webinar featuring Supreet Bhan, Head of South East Asia Funds, J.P. Morgan, can help you understand the ongoing US recovery and why “value” deserves a place in portfolios.

26 August 2021


Rising Global Inflation: Is your money working hard?

Against the backdrop of a still-fragile economy, the labour market remains soft. Is there opportunity to seek superior returns with the right investment? Our exclusive webinar featuring Woo Mun Thye, Head of Investor Services, Principal Asset Management Berhad, can help you understand how to make your money work harder for you.

12 August 2021


Sweet or Bitter:

Reassess your risk appetite to achieve desired returns with Chang Chian Ping, Chief Investment Officer (CIO), Malaysia & Chief Investment Officer (Equities), ASEAN Region of Principal Asset Management Bhd.

24 July 2021.


Mid-Year Outlook : Should we buckle up for a bumpy ride?

As we close the first half of the year, the race towards full vaccination has accelerated but a resurgence in outbreaks have resulted in uneven global recovery momentum. Should investors stay buckled up for the rest of the year? Find out more in our exclusive webinar featuring Dato’ Teng Chee Wai, Avinash Satwalekar, and Julian Ng as we delve into markets and discover where the investment opportunities lie amid the uncertainty.

20 July 2021.


Megatrend : Is this the time for Asia stocks to shine?

Discover “the next big thing” with Darius Foo, Head of Intermediary Business Development of Nikko Asset Management.

10 July 2021.