FSMOne SG - Research Highlights

2021-11-08 03:40:53 We're saying yes to ARA Asset Management's consent solicitation exercise. Here's why: https://bit.ly/3GtD4Tg Open / Comment

2021-11-03 12:58:12 Fund Idea

Top Equity Funds 3Q 2021 – Why did global equities flatline for the quarter?

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• 3Q saw momentum in global equities slowing significantly, emerging market (EM) equities, particularly Asian ones, plunged amid a sell-off led by China.

• Over the quarter, US equities were driven by growth downgrade, upside inflation surprises and Fed’s tapering. China equities were slammed by the double whammy of regulatory overhang in Chinese Tech and the debt troubles of China’s real estate sector sent investors scrambling for the exit.

• On aggregate, equity funds on our platform edged slightly by 0.1%. Indian equity funds (+13.7%) led the top-performers in a clean sweep, while Chinese equity funds posted losses of -14.1% over the same period.

• While 3Q 2021 was a downer compared to the high-flying 1H 2021, we believe growth still have room to run, considering global activity is well below its long-run potential, which would be supportive of global equities.

: Read the full article here Open / Comment

2021-11-03 03:31:16 ETF Idea

ETF Insights: The much anticipated, first ever Bitcoin-linked ETF makes its debut (Oct 2021)

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• The first ever US Bitcoin-linked ETF made its long-awaited debut this month.

• KraneShares debuted a new active ETF focusing on China’s high growth sectors.

• Two new ETFs from iShares offering access to China’s massive onshore bond market have arrived.

• An emerging market e-commerce ETF that excludes Chinese companies launches.

• Fidelity debuted a quartet of ETFs, adding to its thematic line-up. Discover the latest happenings in the ETF industry.

: Read the full article here Open / Comment

2021-11-02 13:05:03 ETF Idea

Looking to invest in China, but worried about policy risks? Consider this Clean Energy ETF.

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• China’s pledge to reach carbon emissions peak by 2030 and carbon neutrality by 2060 has thrust renewable energy into the spotlight. The 14th FYP has also indicated that renewables have become increasingly indispensable.

• Taking the centre stage of China’s clean energy strategy are solar and wind. Their installed capacity will experience the strongest growth out of the different sources of renewable energy, benefitting companies across the supply chain.

• Most sources of renewable energy are cheaper than coal. In fact, solar and wind have become cost-competitive even without the need for any subsidies.

• Investors can consider an allocation to China’s renewable energy sector using the Global X China Clean Energy ETF. Our target price for the ETF is HKD 239, representing an upside potential of 43% as of 27 October 2021.

: Read the full article here
: Global X China Clean Energy ETF (HKEX:2809) Open / Comment

2021-11-02 03:30:55 In this week’s Bond Market Monitor, the G20 will attempt to establish a stable and fairer international tax system that will take effect in 2023.

Plus, updates on Chinese real estate credits under selling pressure and Tuan Sing’s redemption of its SGD 19May2022 notes: https://bit.ly/3pSyat1 Open / Comment

2021-11-01 12:58:35 ST Telemedia’s new issue with a FPG of 4.2% is attractively priced as it provides the highest yield when compared to other SGD perpetual bonds issued by Temasek-linked companies: https://bit.ly/3pDjJJr Open / Comment

2021-11-01 03:38:00 ETF Q&A

Ever wondered what are the key materials needed to power all the critical technologies we use daily? Gain investment exposure to these materials through the VanEck Rare Earth/Strategic Metals ETF.

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With the growing demand for cleantech such as electric vehicles and clean energy, as well as in this era of the tech boom, rare earth and strategic metals have been in hot demand

The VanEck Rare Earth/Strategic Metals ETF (NYSE:REMX) gives investors exposure to such metals, which are critical for the ongoing technological innovation and advancement, including technologies tackling climate change. The ETF also gives a broad diversification across the underlying mining and refining companies.

: Read the full article here
: VanEck Rare Earth/Strategic Metals ETF (NYSE:REMX) Open / Comment

2021-10-29 13:22:06 ETF Idea

Buy the Global X MSCI China Financials ETF as China’s financials sector plays catch-up

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• For investors who want a slice of China’s financials sector, they can consider the Global X MSCI China Financials ETF, which tracks the performance of the MSCI China Financials Index.

• Launched in 2018, this index is designed to track the performance of over 100 financial institutions that are classified under the financials sector as per the GICS. The index is currently dominated by banks and insurance companies.

• We believe China’s financials sector is currently one of the most attractive investment opportunities globally. Investors can take this chance to invest in China’s financials sector as it plays catch up with the global financials sector.

• Investors who are keen to ride the long-term trend of China’s financial sector can consider gaining exposure through this ETF. It also offers an estimated dividend yield of about 4.6% in the next few years.

: Read the full article here
: Global X MSCI China Financials ETF (NYSE:CHIX) Open / Comment

2021-10-28 12:25:09 FSMOne SG - Research Highlights pinned « Is Evergrande’s offshore coupon payment truly good news for its bondholders? https://bit.ly/3vL5YJv If you are looking for an investment grade opportunity with decent yields, consider this new issue from Mapletree Logistic Trust: https://bit.ly/3vIHnoR» Open / Comment

2021-10-28 12:25:07 FSMOne SG - Research Highlights pinned «Fund Idea As the "transitory inflation" narrative peters out, what's next for fixed income? —————————————————— • 3Q saw Treasury Yields shoot up as the Fed announced its tapering plans and supply chain disruptions triggered significant inflationary…» Open / Comment