Jonathan Wu

Expert Analysis

Changing world orders and investment opportunities

The changing world and dominance of Asia offers opportunities, writes Jonathan Wu, with investors encouraged to think beyond Western markets. ...

Financial planning

Would tax-deductible initial advice help the advice gap?

Making initial advice tax-deductible would be a “no brainer” move by the Government to encourage people to seek advice, according to adviser Jonathan Wu....

Features

InFocus: Is Evergrande’s collapse going to be better off for property in the long run?

The collapse of China’s second-largest developer could be positive for the property sector in the long term, while direct Chinese government assistance could send a count...

Expert Analysis

Finding where the strength in EM really lies

While emerging markets are coming out of the shadows to be major players, there is still a divide with some being better than others, writes Jonathan Wu....

Funds management

High cash weightings help EM companies recover

Emerging market companies are emerging from the pandemic with more cash on their balance sheets, making them more likely to weather the downturn than those in developed m...

Funds management

China’s investors need to ‘look beyond the obvious’

China’s investors looking for the fast-recovering companies should take a close look "beyond the obvious" spectrum of firms, according to Premium China Funds Management. ...

Features

Despite COVID-19 China is still yuan-stoppable

China has been under intense political scrutiny as a result of the COVID-19 pandemic, but Chris Dastoor writes, its investment markets have proven resilient....

Funds management

Durability is the new game for investors

Picking durable stocks has become the new game for investors as they seek to navigate the pandemic and weather the storm it has brought, Premium China Funds Management sa...

Expert Analysis

How to get comfortable with Chinese equities

COVID-19 may be damaging people’s views on China but the country is a global force and will likely become part of people’s future investment portfolios, writes Jonathan W...

Funds management

PCFM: Focus on China’s fundamentals rather than coronavirus

Investors should focus on China’s investment fundamentals, like the continued growth of the middle class and the rapid growth of urbanisation, rather than on the short-te...

Funds management

Look to China during dips

China will ultimately come out of the trade war on top thanks to its ability to pivot, Premium China Funds Management believes....

Features

China and the US Endgame

While the world watches the US/China trade war with fascination, Jonathan Wu explains what President Trump is demanding and his ultimate ‘endgame’....