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APS Asset Management
Investing strategies
Investing in New China
Several sectors in this 'New China' have caught Wong's eye
December 07, 2023
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
December 07, 2023
Investing strategies
China ADR game over with onset of 'super bear' market
Right now, we believe the China ADR game is over
March 15, 2022
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.
February 19, 2020
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
December 27, 2019