Arthur Hayes

MPF Ratings released Q1 2024 MPF Asset Class Fund Flow Summary by highlighting that US equities received over $9bn of MPF’s net inflows in Q1 2024, by far the largest quarterly MPF net inflows into US equities ever recorded, and a concerning trend which Mr Chung attributes to a confluence of new fund launches, disappointing local equity results and MPF members trying to capitalize on the strong momentum of the US market. Find out more here: https://lnkd.in/eRJmq4ne #mpfratings #MPFRIntelligence #MPFRConsistentPerformers #MPFFastMover #MarketInsights #MPFMarketShare #MPFFundFlows #MPFNetReturns #MPFIndustry #pensionschemes #assetmanagement #investmentmanagement #mpf #investment #empf

2

abrdn Asian Income Fund Limited is an investment company that offers the prospect of both capital and income growth and could be considered a core offering for investors seeking diversification through #Asian equity exposure. Hear from Edison's Milosz Papst and Yoojeong Oh, CFA, one of the fund's managers, as they explore the potential opportunity in Asia. For more on emerging markets, read our latest report: https://lnkd.in/eaPgvTrc #EM #emergingmarkets #asia abrdn Investment Trusts

3

Hong Kong-based venture capital firm MindWorks Capital has successfully closed a new US$220 million fund, defying the ongoing private capital slump in China and broader Asia. This latest fund brings their total assets under management to an impressive US$1.4 billion. 💡 Key Backers: The fund received significant support from sovereign wealth funds, university endowments, asset managers, family offices, and prominent new economy entrepreneurs from across Asia. Around 70% of the investors are based in Asia, with the remaining 30% hailing from Europe. 📈 Strategic Focus: MindWorks’ latest fund will focus on tech start-ups within fields like: - Cross-border logistics - Cross-border finance - Smart manufacturing - AI-driven business transformations 🛠️ MindWorks’ Track Record: The firm has previously invested in top companies such as: 🚚 Lalamove (logistics) 💳 XTransfer (cross-border payments) 💼 Qupital (lending solutions) 🌐 Investment Strategy: Despite challenging geopolitical and economic conditions, MindWorks’ cross-border, cross-region investment strategy across Greater China and Southeast Asia continues to resonate with global investors seeking exposure to Asia's dynamic tech landscape. This remarkable achievement reflects investor confidence in Asia’s evolving tech ecosystem, and MindWorks Capital is poised to continue supporting innovative start-ups in the region. #VentureCapital #TechStartups #PrivateEquity #Investment #AsiaTech #MindWorksCapital #Innovation #CrossBorderFinance #SmartManufacturing #ArtificialIntelligence

2

SGX Group derivatives trading hit a new record of 3.24 million contracts in equities, FX, and commodities—surpassing the previous high of 2.96 million in April 2022. 🙌 📰 In an exclusive interview, our Director of Commodities and Dealing, Benjamin Yeo, shed light on the factors driving this surge. Key highlights include: - Macroeconomic & Geopolitical Factors: Increased volatility, central bank actions, and geopolitical uncertainties are major contributors. - Growing Market Participation: Institutional investors, proprietary trading firms, and retail traders are leveraging derivatives to hedge against risks and optimise portfolios. - Education for Retail Investors: Futures contracts provide powerful tools for managing exposure to market risks, and at Phillip Nova, we remain committed to empowering our clients with knowledge and resources. Now is a prime opportunity for investors to leverage these powerful tools for managing market risks. For investors holding stocks, derivatives such as equity index futures can be highly effective in hedging against market downturns. As Benjamin Yeo illustrated in the article, for example, to protect a Singapore stock portfolio from a potential decline, investors can sell SiMSCI futures contracts. By doing so, any losses in the stock portfolio can be offset by gains from the futures contracts, offering a safeguard against a drop in market value. At Phillip Nova, we’re seeing increased trading activity across institutional investors, proprietary trading firms, and even retail traders. Now is the time to explore how derivatives can be a key part of your investment strategy. 🔗 Read more about this milestone and insights from Benjamin Yeo in Lianhe Zaobao 联合早报’s full article here https://lnkd.in/gZVYNZk9 #Derivatives #SGX #PhillipNova #Trading #RiskManagement #MarketInsights #FX #Commodities #Equities

19

1 Comment