Principal Kin Leung Chan is positioning Click Ventures' portfolio through the lens of what he sees as attractive valuations in China and Hong Kong with the US pricey by comparison.
Tag : us
As Powell hints at a dovish turn, market experts explain how the anticipated policy shift could recalibrate risk and opportunity across Asian markets, currencies and capital flows.
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In a world of shifting themes and fleeting trades, the Indian family office shares its playbook of predefined bands, patient frameworks, and India at the core.
Market watchers express concerns over the future of India's manufacturing appeal after Washington slapped fresh duties on the country's exports.
The Federal Reserve's split decision to maintain rates, with two members voting for cuts, suggests policy easing may come in September. Meanwhile, experts believe Asian central banks will likely preserve their rate differentials despite low regional inflation.
Industry leaders expect ripple effects across the region, with Japan equities surging and emerging markets gaining appeal amid supply chain shifts.
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As concerns mount over the possibility of a US recession, Asian investors are adjusting their portfolios, pivoting towards defensive sectors and boosting their hedging strategies.
A trio of landmark US digital asset bills and a push to let pensions invest in alternatives signal mainstream acceptance of cryptocurrencies, with significant implications for both governance and future portfolio construction.
As geopolitical complexity grows, APAC investors are questioning the size of their US exposures and shifting toward resilient sectors in markets that could offer pockets of growth.
While Nvidia's AI-driven growth may stoke investor appetite for US tech giants' shares, it also amplifies concerns around elevated valuations and portfolio concentration risk.
Rising tensions in the Middle East escalated sharply following US airstrikes on Iranian nuclear facilities, intensifying fears of regional conflict and a potential disruption to global oil flows.
The unresolved dispute over military-use rare earths materials in US-China trade negotiations threatens to fragment global supply chains, creating both challenges and opportunities for investors across Asian markets.
