Wai Yin Jason Tsang

Jason Yu, CFA, our CEO for Hong Kong, was invited to speak on a panel of global asset managers at the 2025 HSBC China Investor Wealth Summit in Shenzhen, during which he shared Schroders’ view that short-dated bonds will likely outperform amid Trump’s policy and market pressure, and emphasised investment portfolios need to be actively managed given the uncertainty. Valuations in European bonds are relatively more attractive than those of the US. We favour issuers with improved profitability that can benefit from a high interest-rate environment such as those in the financial services and banking industry, Jason said. Within the Chinese market, we continue to prefer certain bond issuers that lead in the internet and consumer sectors, he continued. Despite recent strong performance, we maintain a positive view on gold, seeing it as a valuable diversifier in an environment of changing geopolitics, risk-averse investor sentiment, policy volatility and debate on the Fed’s independence, Jason added. For more investment views and insights from Schroders, visit: https://okt.to/EiRyUD #GlobalInvestment #SchrodersInsights #Schroders

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HKEX is pleased to be launching the HKEX Issuer Access Platform. This centralised, secure and web-based communication channel is designed to enhance the interaction between listed issuers and HKEX, supporting the ongoing modernisation of Hong Kong’s markets infrastructure. Key features for issuers and advisors: 🟦 Submit and publish regulatory announcements through the platform 🟦 Interact with HKEX’s Listing Division on regulatory matters in a secure manner 🟦 Smart compliance tools such as dashboards, workflow trackers, guides, and automated reminders to support listed issuers in fulfilling their day-to-day compliance and reporting requirements   HKEX plans to release a trial version of the IAP in the second half of 2025, allowing users to familiarise with its functions ahead of a phased launch in the second quarter of 2026.   📽️ Watch this video on how this platform works. More details at 🔗https://lnkd.in/gN3tFFka

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UBP - Union Bancaire Privée Hong Kong hires Greater China trio from BOS and Citi. https://lnkd.in/gUV2aGZW The Swiss private bank has recruited a team head and two relationship managers as Hong Kong boss Teresa Lee continues to grow her army of bankers. #ubp #privatebank #peoplemoves #hongkong #asia

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On 3 September 2025, our Financial Services Partner, Pinky Siu, participated in a panel discussion titled “Opportunities for Covered Call, Defined Outcome & Alternative ETFs” at the 6th Annual ETFGI Global ETFs Insights Summit - Asia Pacific, Hong Kong, organised by ETFGI. Pinky addressed the latest SFC circular on listed closed-ended alternative asset funds, outlining the regulatory requirements and key considerations. She also discussed the recent case of cross-listing of active ETF in Hong Kong and SFC’s “ASPIRe” roadmap on virtual assets regulation. Learn more about our Financial Services practice here: https://lnkd.in/gqKmBm7v #Deacons #DeaconsFinancialServices #InvestmentFunds #ETFs #Authorisedfunds #VirtualAsset #Spot #Regulatory #Alternative #ClosedEndedFunds #PrivatEquity #Assetmanagement #InvestmentManagement #ETFGI #ETFGIGlobalETFsInsightsSummits

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Hong Kong's new derivatives reporting rules present an opportunity for firms to build more resilient systems, writes Lobna Jallouli (The Depository Trust & Clearing Corporation (DTCC)). Hong Kong Monetary Authority (HKMA) https://lnkd.in/dXnHQJh6

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We are proud to have supported CITIC Securities International Capital Management, Eastfort Asset Management, GF Global Capital and Huatai International Financial Holdings Company Limited with their first cross-currency repurchase agreements (repo) using Northbound Bond Connect holdings as collateral. We have also helped our clients to reuse the bond collaterals during the repo period. We support the Hong Kong Monetary Authority (HKMA)’s efforts to improve the market-based mechanism for offshore RMB liquidity management, fostering investor participation. These enhancements follow the HKMA's introduction of allowing Northbound Bond Connect participants to use eligible onshore bonds as collateral to conduct RMB repo business in February this year. CLSA GF Securities (Hong Kong) Learn more about our Renminbi capabilities: https://lnkd.in/gc26UTJN

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Renewed Interest in OSE’s Options on 10-Year JGB Futures As volatility returns to Japan’s interest rate market, OSE’s Options on 10-year JGB Futures are gaining renewed attention as a practical hedging tool. Trading volume and open interest are steadily increasing, supported by market maker expansion and improving liquidity. Learn more about the drivers of demand and ongoing efforts to revitalize this important market by reading the full article: https://lnkd.in/g4FAG2WS #InterestRates #FixedIncome #Hedging #Options #JGB #Derivatives 

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With the 32nd CITIC CLSA Investors’ Forum moments away, Shaun Cochran, Head of Research at #CLSA on Bloomberg TV today provided his views on China’s stock rally driven by two key drivers: cheap valuations and the rapid rise of DeepSeek — underscoring China’s growing role as a fundamental player in global tech. Building on the AI theme, Shaun highlighted a recent report from CLSA “Tokens Tale” containing a framework projection for AI compute. Today, AI models consume one quadrillion tokens each month. Our analyst projects that could rise to 80 quadrillion a month driving both huge opportunities and volatility in AI stocks. With GPUs expected to deliver 27x efficiency gains and smarter algorithms reducing token use, the AI journey is only just beginning. AI is a key theme at the 32nd CITIC CLSA Investors’ Forum. Catch Shaun’s full insights on Bloomberg TV: https://lnkd.in/gfmhNR82 #CLSANews #CLSAInsights #CITICCLSAForums #CITICCLSAInvestorsForum #CITICCLSAIF25

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Our Deputy CIO and Head of Fixed Income, Angus Hui was on the panel, "China’s Bond Market Opening-Up Over 20 years” at China Central Depository & Clearing's China Bond Market International Investors Event. Angus provided an overview of China’s bond market development, the growth of the offshore bond space (CNH) – contrasting the dynamics with previous cycles, and discussed the factors leading to the rising appeal of China’s onshore government bonds in providing diversification benefits. He also expanded on Fullerton Fund Management's investment journey in these markets, and the reasons underpinning his constructive outlook on China fixed income. #fixedincome #China #opportunities #diversification #yield Mingyu Qu Samuel Gan Boon-Hiong Chan

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