Dec 8th Event on Year-end Tax-smart Investment Strategies for US Taxpayers

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We are pleased to announce our first joint event with Chris Chang of American Pacific Tax, where we discuss the investing and tax sides of real estate and the differences between buying a physical property vs listed real estate investment trusts (REITs). Registration is now open on Eventbrite.

Performance of the GFM Singapore 20 vs the Straits Times Index Tracker Fund 2016

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In Hong Kong, we aim to outperform the Hang Seng index through a proprietary selection of stocks we believe are higher quality and/or better valued than the market-cap weighting of the 50 stocks of the index, and in most cases in Hong Kong we also try and avoid low-float companies.  For the 12 months ending […]

Performance of the GFM Hong Kong 30 vs the Hang Seng Index Tracker Fund

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In Hong Kong, we aim to outperform the Hang Seng index through a proprietary selection of stocks we believe are higher quality and/or better valued than the market-cap weighting of the 50 stocks of the index, and in most cases in Hong Kong we also try and avoid low-float companies.  For the 12 months ending […]

China A-shares are too expensive to get excited about Hong Kong-Shenzhen Stock Connect, at least for now

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This is an excerpt of my article “Shenzhen Connect A Welcome Opening To A Different But Expensive Segment Of The China A-Share Market” published right before the Hong Kong – Shenzhen stock connect went live. … Overall Outlook on Major China Equity Markets and ETFs To put the Shenzhen market into perspective, it is worth […]