Key Benchmarks Performance Hong Kong stocks tumbled and the benchmark Hang Seng index had a rocky start to the new year. It headed for the worst January since 2016 amid renewed concerns about corporate earnings and China’s economic recovery outlook. The Hang Seng Index has lost 9.2%, set for the worst start to a year since a 10% slide in the first month of 2016. Last year it was the worst-performing major market in the world. Hong Kong’s historic slump are because of some of China’s most influential and innovative firms are listed. Beijing’s stringent anti-Covid-19 curbs, regulatory crackdowns on

The Refinitiv Lipper Fund Awards Hong Kong winners were announced on 5 May 2022. These awards recognised funds and fund management firms for their consistently strong risk-adjusted three-, five-, and ten-year performance, relative to their peers, based on Lipper’s proprietary performance-based methodology. Eight Group Awards, including the coveted Overall Award, were also given to firms with superior asset class performance. Digital trophies were awarded to winning individual and group funds. The Lipper Fund Awards is a showcase of industry leaders, visionaries and influencers. For more than 30 years and in over 17 countries worldwide, these highly-respected awards have honoured funds and

Refinitiv Lipper Fund Awards Winners: Hong Kong 2020  The Refinitiv Lipper Fund Award Winners have been announced for the Hong Kong fund industry. The legacy, reputation and quantitative underpinning of what these awards encapsulate reflect a truly independent and uncompromised assessment of fund performance. We congratulate this year’s fund families receiving Asset Class Group awards and individual fund winners for their superior firm-wide performance.  The merit of the winners is based entirely on quantitative criteria.  For more than 30 years and in over 17 countries worldwide, these awards have honored funds and fund management firms that have excelled in providing consistently strong risk-adjusted performance and focuses the investment world on top-funds. Read what winners say

The final earnings season of the decade has been anything but dull. Half of the S&P 500’s companies have reported 19Q4 earnings, with 69.5% beating analyst expectations. As a result, Y/Y earnings growth expectations for the quarter have turned positive (1.6%) from an expected decline of 0.3% on January 1, 2020. However, much of the good news has been upstaged by a coronavirus outbreak in China and fears that the virus may impact multi-national earnings next quarter. Exhibit 1: S&P 500 % of Revenue from China & Hong Kong by Industry Group In aggregate S&P 500 companies generate 60.5% of

Hong Kong has faced sustained protests over the past four months. The unrest was initially sparked by a proposed bill that would have made it easier to extradite people to mainland China. Protesters have since increased their demands to include, among other things, a move towards universal suffrage. On a range of measures, Hong Kong’s institutional arrangements more closely resemble those of the UK, its former ruler, than those in China. This includes measures of corruption (or lack thereof), regulatory quality and the rule of law. Indeed, these rankings have moved further away from China since 1997, suggesting that Hong

The leaders of Hong Kong have faced sustained protests over the past four months. The unrest was initially sparked by a proposed bill that would have made it easier for people in Hong Kong to be extradited to the mainland, but has since morphed into something bigger. The local economy was already facing economic headwinds from Sino-US trade tensions, with both exports and imports down over the past year. The domestic political situation appears to have exacerbated that weakness. Hong Kong’s PMI was 41.5 in September (50 is the threshold that separates contraction from expansion), implying a large fall in

Richard Goldman, Market Development Director, Investment & Advisory, Asia-Pacific at Refinitiv, highlights the outstanding achievements of Hong Kong’s 2019 Lipper Fund Award winners. These highly-respected awards honor funds and fund management firms that have excelled in providing consistently strong risk-adjusted performance relative to their peers. Lipper is working to redefine what data can do with analytics, insights and technology. Today we are building the world’s most advanced technology stack that will power the solutions of tomorrow with endless possibilities. Lipper delivers data on more than 265,000 collective investments in 61 countries. Find out more. View all 2019 Hong Kong winners

At the 2019 Lipper Fund Awards Hong Kong, Xav Feng, Director, Lipper Asia Pacific Research at Refinitiv, presented the Global Fund Flow Trend report and how Lipper calculates the merit of the winners using entirely objective, quantitative criteria. He highlighted the developments, major fluctuations and recorded net inflows and outflows globally, as well as the top leading sectors and the performance of active and passive management for 2018. The Lipper Leaders’ rating system is explained in relation to the Lipper Fund Awards methodology, and how it is applied to winning funds and the Hong Kong universe. The process for selecting

In her keynote speech at the 2019 Lipper Fund Awards in Hong Kong, Ms. Alice Law Shing-mui, Deputy Chairman and Managing Director at the MPFA, shares their vision for a digital future. She explains the major reforms that have been implemented, the benefits of the Centralized Platform unique to Hong Kong and the launch of the “Investment Solutions Lab”. The MPF has called on the support of service and product providers to develop suitable long-term investment fund products and not simply focus on short-term gains. Lipper delivers data on more than 265,000 collective investments in 61 countries. Find out more.

At the 2019 Lipper Fund Awards Hong Kong, Henry Chan, Chief Investment Officer, BEA Union Investment, shared his views on the importance of a tight investment process, the benefit of experience when facing critical decisions and changing market cycles, and how the consciousness of looking at risk and flexibility is required in volatile markets to maintain consistency. Lipper Fund Award winners have excelled in providing consistently strong risk-adjusted performance relative to their peers. Lipper delivers data on more than 265,000 collective investments in 61 countries. Find out more. For new insights on artificial intelligence (AI), digitalization, big data, risk management,

At the 2019 Lipper Fund Awards Hong Kong, Alex Chu, CEO at BOCI-Prudential gives his insight on how the firm’s proposition, customer-centric culture and high quality products, gives them an edge in such a competitive market, what it means to win a Lipper Fund Award, and key elements to the their success in achieving Lipper Fund Awards. Lipper Fund Award winners have excelled in providing consistently strong risk-adjusted performance relative to their peers. Lipper delivers data on more than 265,000 collective investments in 61 countries. Find out more. For new insights on artificial intelligence (AI), digitalization, big data, risk management,

At the 2019 Lipper Fund Awards Hong Kong, Andy Lai, Deputy General Manager at China Life, shared their firm’s formula for consistent performance, the process for selecting the best fund managers, how to structure products that provide better solutions to benefit customers and what it means to win a Lipper Fund Award. Lipper Fund Award winners have excelled in providing consistently strong risk-adjusted performance relative to their peers. Lipper delivers data on more than 265,000 collective investments in 61 countries. Find out more. For new insights on artificial intelligence (AI), digitalization, big data, risk management, compliance, fighting financial crime and