Market Outlook 2021
The year 2021 is poised for a restart. Vaccination and other signs of relief permit the world to start envisioning recovery beyond the dreadful COVID strains. We believe that the recovery process will be centered around…
Media & Events
Online Application Forms now available
Premium China Funds Management are pleased to announce that we are launching our ‘Online Application’ system (via Olivia123). We believe that this is an important step for our Funds as we aim to simplify and accelerate the investment process. Please…
December 2020 Webinar – Emerging Markets Fixed Income Update
2020 has been an extraordinary year from many perspectives. With over 90% of the global debt market offering <2% income, investors continue the never-ending search for yield. EM corporate debt focusing on Asia is providing…
December 2020 Webinar – Asian Equities Update
2020 has been an extraordinary year from many perspectives. Asians equities have held their ground proving to be a great diversification tool for investors. To round out the year, we will provide you an update on…
SQM upgrades Premium Asia Fund to ‘Favourable – 4.00 stars’
Premium China Funds Management are pleased to announce that research house, SQM, has upgraded the Premium Asia Fund to ‘Favourable – 4.00 stars’. Overall, the Fund has returned (net of all fees) 17.9% over one…
Fixed Income Quarterly Investment Market Outlook Q4 2020
Asian credit continued its recovery in Q3 2020, albeit at a slower pace. For the quarter, the asset class returned 2.1%, with the JACI Investment Grade Index and the JACI High Yield Index growing…
SQM upgrades Premium Asia Income Fund to ‘Outstanding – 4.50 stars’
Premium China Funds Management are pleased to announce that research house, SQM, has upgraded the Premium Asia Income Fund to ‘Outstanding – 4.50 stars’. The Fund has maintained a track record of paying distributions of…
Outlook 2H 2020
At the beginning of 2020, the market enjoyed an upbeat start, which was reflected globally in the prevailing risk-on sentiments. The concerted bullish views of the majority were then disturbed by the outbreak of COVID-19….
Finding Yield in Emerging Markets
How strategic EM exposure has helped maintain yield generation At a time when interest rates are at historic lows and are likely to remain low and when share dividends are scarce to non-existent, Australian…
Virtual Annual Investment Briefing 2020
Taking Advantage of Structural Change in a V-shape Recovery Does first-in and first-out of COVID-19 mean a V-shaped recovery? How are the lead indicators looking? In this webinar, Frank Tsui, Gordon Ip, and Jonathan Wu will provide…
China’s middle class growth story
Despite current diplomatic tensions, China remains an undeniable investment destination with the nation poised for a further round of growth as its population becomes wealthier and discretionary consumption increases. And for Premium China Funds…
Asian Fixed Income Market Update – July 2020
ABOUT PREMIUM CHINA FUNDS MANAGEMENT Premium China Funds Management (PCFM) is a boutique funds management group providing specialist Asian equity and fixed-income funds to both Australian and New Zealand investors. Capturing the growing…
PCFM Funds’ 30 June 2020 Distributions
We are pleased to announce the final distribution for the year ended 30 June 2020. Details of the distributions are displayed in the table below: Fund 30 June 2020 Distributions (CPU) Premium China Fund 0.000000 Premium…
Investment Themes Update – July 2020
ABOUT PREMIUM CHINA FUNDS MANAGEMENT Premium China Funds Management (PCFM) is a boutique funds management group providing specialist Asian equity and fixed-income funds to both Australian and New Zealand investors. Capturing the growing…
China Economic Update – July 2020
ABOUT PREMIUM CHINA FUNDS MANAGEMENT Premium China Funds Management (PCFM) is a boutique funds management group providing specialist Asian equity and fixed-income funds to both Australian and New Zealand investors. Capturing the growing…
UPDATE TO BUY/SELL SPREADS
Equity Trustees Limited, as the Responsible Entity of the Premium Asia Income Fund is actively monitoring current market liquidity and transaction costs. Recent market events and the sustained volatility in fixed income markets have led…
Accurately identifying China recovery leaders
Identifying positive strategic recovery stocks in China has been paying dividends for those with sufficient experience and analyst boots on the ground. That is the assessment of Premium China Funds Management’s Jonathan Wu who said…
From Value Investor To Value Creator – A Case Of Active Engagement
Active ownership and shareholder engagement are ubiquitous among equity managers. Within the credit space, engagement is believed to be a less common practice. Zeroing in on Asia, a region composed of diverse economies, we suppose…
Factors To Consider – Developed Versus Emerging Markets
Neither developed nor emerging markets is immune to the unexpected virus hit. Although the world’s growth outlook in 2020 turned doom amid COVID-19, here, we exhibit several reasons that emerging markets present more long-term opportunities…
Why advisers should pragmatically bypass EM funds
Advisers who have focused on pure emerging market (EM) funds may have been letting their clients down by overlooking the degree to which returns have really been driven by Asia ex-Japan. It is no secret…