“Higher rental growth is a necessary condition for one to start constructing a bullish case for property, rather than a nice to have”
![](https://www.bis.hk/wp-content/uploads/2024/07/iStock-1173968661-375x260.jpg)
Remarkable Events
“What the weekend’s remarkable US event means is that we should not be so blinkered as to disregard all alternative
scenarios”
![](https://www.bis.hk/wp-content/uploads/2024/07/iStock-1027683828_edited-375x260.jpg)
Investing like Roger Federer
Successful investing, much like tennis,
is about consistency and repeatability
of good decisionmaking to improve
‘Hit-Ratio’
![](https://www.bis.hk/wp-content/uploads/2024/07/shutterstock_2216526479-375x260.jpg)
Stock picks for Starmer
“Markets value political stability very highly as investment decisions are viewed with a
long-term lens.-”
![](https://www.bis.hk/wp-content/uploads/2024/06/shutterstock_552820039-Converted-375x260.png)
In plain sight
“The exposure to high-quality assets in the UK that investment trusts offer, at wide discounts to net asset value, is compelling.”
![](https://www.bis.hk/wp-content/uploads/2024/06/istock-1137609850-1-375x260.jpg)
Monthly Viewpoint – May 2024
“One of the few notable falls in markets in May came in oil, down 7%, taking it back to close to its level at the beginning of the year”
![](https://www.bis.hk/wp-content/uploads/2024/06/shutterstock_1882054063-Converted_exsml-375x260.png)
Macron’s political gamble
“One thing is for certain, 2024 is shaping up to be a bigger year of flux than many thought in terms of political change”
![](https://www.bis.hk/wp-content/uploads/2024/06/shutterstock_1867671289-375x260.jpg)
The future of fund management
“It’s been a tough period for many active managers but while we see significant changes to the landscape ahead, we firmly agree that active strategies will
remain a crucial part of the investment toolkit”
![](https://www.bis.hk/wp-content/uploads/2024/06/shutterstock_1922834153-375x260.jpg)
Reform with Chinese characteristics
China’s state-owned enterprises find themselves in a sweet spot amongst a
market which has been very out of favour over the last two years.
![](https://www.bis.hk/wp-content/uploads/2024/05/shutterstock_2225706113-375x260.jpg)
Bipolar markets
Going forward it seems we must learn to live with the market’s disorders while central banks’ interventions remain the only effective treatment.