Honored to meet @HKEXGroup CEO Charles Li on Connect Hall (former HKEX trading floor) last night, where he called NYSE floor activity “fake”…

Posted Leave a commentPosted in Events

… saying all real trading happens on computers now anyways. Thank you to my old CIBC colleague Elisa for the great photo!

Hong Kong Small Caps broadly underperform the Hang Seng Index, 2000-2018

In Hong Kong, Small Caps Broadly Underperformed Large Caps 2000-2018

Posted Leave a commentPosted in Investing

Hong Kong small caps are of particular interest to me because I live and work in Hong Kong as a professional investor of retirement portfolios, and am always looking to put together higher quality and better valued portfolios than those available from broad market cap weighted index funds and ETFs.  A “small cap” company is […]

Money Talk Xtra: Tariq explains convertible bonds on RTHK Radio 3

Posted Leave a commentPosted in News

Tune in Saturday, Feb 17th at 8:30am to RTHK Money Talk Xtra, where Peter Lewis and I explain convertible bonds and how every day investors can understand and decide whether to invest in them.

MPF vs ORSO

MPF vs ORSO: How to Decide, How Much to Put In

Posted Leave a commentPosted in Personal finance

When starting a new job in Hong Kong, some employers offer new employees the choice of MPF vs ORSO for retirement savings.  Many employers only offer MPF, and while I earlier posted some data on some of the best MPF plans in Hong Kong in lowering fees below 1% (still many times higher than many […]

Hong Kong ETF list published by HKEX (Hong Kong Exchange) on Nov 2017

Hong Kong ETFs Remain China-focused, Bond-light, and Under-owned

Posted Leave a commentPosted in Investing

Hong Kong ETFs are, and are likely to remain, the best way to trade and broadly allocate to China, it is not hard to argue that Hong Kong has the best ETF market in Asia.  As a reference, I am posting below a scan of the brochure the HKEX handed out at a recent ETF […]

Cathay Pacific's last day in the Hang Seng index

Cathay Pacific’s last day in the Hang Seng Index

Posted Leave a commentPosted in News

Three weeks ago on November 10th, Hang Seng indexes announced that Cathay Pacific airways (HKEX: 00293) would be dropped from the blue chip Hang Seng Index as of December 4th. (Sources: SCMP, Bloomberg) The Hang Seng index has changed dramatically over the past two decades, from being a Hong Kong specific benchmark of 30 of […]

expat financial plan checklist

Expat financial plan checklist

Posted Leave a commentPosted in Personal finance

An expat financial plan contains many of the same things one would expect in a single-country financial plan, with the main differences being that expats are likely to have property and family members in more than one country, and more likely to have financial goals (where to retire, where to send the kids to school, […]

best MPF schemes by fund expense ratio

Best MPF Schemes by Average Fund Expense Ratio

Posted Leave a commentPosted in Personal finance

When looking for the best MPF schemes, either as an as an employer of Hong Kong employees, or as an employee rolling over funds from an old job, the two most important factors to look for are: Low expenses Diversified fund choices It is important to note that it is usually not wise to choose […]

Dividend Data for the top 200 Hong Kong Listed Companies (over HK$25bio)

Posted Leave a commentPosted in Investing, Lists

Although the Hong Kong Exchange has increasingly become dominated by Chinese companies over the past two decades, American software giant Microsoft remains the largest Hong Kong listed company as of mid-2017. For ease of reference, here is a list of links to the dividend data and WSJ financials data of 200+ of the largest Hong […]

Dividend Data for the 50 Components of the Hang Seng Index

Posted Leave a commentPosted in Lists

For ease of reference, here are links to the dividend data of the 50 components of the Hang Seng Index, based on their end of June weights in the TraHK Tracker Fund of Hong Kong (2800.HK): Ticker Name Hang Seng Weight 5.HK HSBC Holdings 10.6051 700.HK Tencent Holdings (P Chip) 10.3959 1299.HK AIA Group Ltd. […]