APS Asset Management

Investing in New China - THE EDGE SINGAPORE

Investing strategies

Investing in New China

Several sectors in this 'New China' have caught Wong's eye
China does not share Japan's obsession with golfing, nor a 'balance sheet recession' - THE EDGE SINGAPORE

Investing strategies

China does not share Japan's obsession with golfing, nor a 'balance sheet recession'

At the previous peak, Japan was trading at more than 70 times earnings; China's recent peak was 15 times
The China ADR market - THE EDGE SINGAPORE

Investing strategies

China ADR game over with onset of 'super bear' market

Right now, we believe the China ADR game is over

Funds

This US$2.4 bil Singapore firm is betting everything on China

“Although we have generated significant alphas in other markets within Asia, we feel that our clients are best served by us devoting all our time and energy on generating the best returns in China,” Founder and Chief Investment Officer Wong Kok Hoi said.

The Decade Ahead

Politics forcing irreversible shift of supply chains; FANGs to see severe correction as competition grows

SINGAPORE (Dec 27): With the US-China trade war having dragged on for nearly two years now, the global supply chain, particularly in electronics manufacturing, is being reconfigured. This trend will be irreversible, regardless of what US President Donald
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