Live, Breathe, and Talk China
APS’ Founder, Executive Chairman and Chief Strategist, Wong Kok Hoi, explains investment decisions and other developments that affect APS’ investors whenever appropriate. The issues he discusses range from portfolio performance to sector analysis.
Synopses are presented here and registered users may access our thought pieces here.
SYNOPSES OF Live, Breathe, and Talk China
22 May 2025
CICC Wealth Management interviewed APS Asset Management Founder, Executive Chairman and Chief Strategist Wong Kok Hoi last week, which was broadcast to its clients and wealth managers.
The broad range of questions ran the gamut: whether China should be worried about the “3D challenges” of Demographics, Debt, and Deflation; the widening US-China stock market performance pressuring global allocators to increase their China exposure despite the Trump tariffs; what undergirds his optimism towards China’s future; if China’s momentum driven investors are just a phase in China’s journey; whether disciplined value investing still provides an edge in this current highly uncertain geopolitical and market environment; the USD, the US bond market, and the US stock market; holding lots of cash, bonds, or bond-like securities as interest rates trend below 2%; whether to selectively “buy the dip” or protect portfolios; and lastly, whether to add cash, gold, silver, or other safe-haven assets.
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