APAC REITs in a rising rate environment
Fed’s rate On the 16th of March, Fed chair Jerome Powell mentioned the US economy is very strong and well-positioned to handle a tighter monetary policy, following a decision to hike rates by 25bps. Despite its hawkish stance, the Fed lowered its year-end GDP growth expectation from 4% to 2.8% and increased its inflation expectation…
2021 Q3 Top 10 Performing Funds
Highlights: All top 10 performing funds of the quarter were India equity funds. India equity funds on average returned 9.72% during the third quarter of 2021. What’s going on here? The Covid-19 surge in India earlier this year appears to have limited impact on its financial market despite being one of the most trying times…
FED Tapering
In a much-anticipated speech on 27Aug 2021, Federal Reserve chairman Jerome Powell indicated that the central bank may begin reducing its monthly bond purchases as early as this year. The market participants have been anticipating this announcement for many months now. What exactly is Fed Tapering and will we see a repeat of 2013 Taper Tantrum?…
China Tech Crackdown, a short-term pain for a new growth phase?
The crackdown on the China Tech sector and ongoing concerns of delisting in the US markets has caused Chinese equities to fall significantly since its February peak this year. Investors have been left confused and panicked especially as the media continues to increase coverage on the crackdown. In this article, we will share the backstory,…
Q3 High Impact Idea: Property
Property: Boom or Bust? Property prices are on rocketing. What is fueling this rise and will it fizzle out anytime soon? 1. Cheap money The pandemic-induced recession has driven central banks globally to reduce interest rates, pushing mortgage rates to record lows. At lower rates, it is cheaper to borrow, fuelling the rise in demand…
Fund in Focus: JP Morgan China A-share Opportunities
By: Unit Trust Marketing & Research TeamAll data as of end Jul 2021 unless otherwise stated China widened its tech crackdown in end July, unveiling an overhaul of the tech education sector, leaving affected companies scrambling to pivot their business to survive under the new rules. Under the new regulations, companies that teach the school…
Hello, World
Welcome to Funds Insights, a blog page by the Unit Trust Marketing and Research Team at UOB Kay Hian. Through this blog, we invite you into the world of mutual funds by sharing our insights and opinions on the markets, funds, and beyond. This blog is meant for anyone and everyone – you could be…
Follow My Blog
Get new content delivered directly to your inbox.