Summary While inflation might be transitory, there remains a question as to whether it would come all the way down to the pre-pandemic level. From 2009 to 2015, the S&P index kept rising after the announcement of tapering, and peaked six months after its conclusion. The Fed meeting will be held…

WWDC events normally announce exciting products of Apple for the fall term. However, investing for WWDC does not generate positive returns. Instead, the best investment strategy is to invest into Apple during WWDC and hold until the iPhone announcement. Such a strategy has provided an 80% win rate in the…

After the 1Q21 result announcement, the market welcomed stable growth results and has eased tension on regulatory risk. Together with index weighting reduction after HSI constituents changes, Tencent share price has stablised and showed 250MA has a great support. CNH appreciation has fueled investors’ interest in buying RMB denominated assets…

President-elect Joe Biden inauguration will be held on 20th Jan 2021. Market believes he will deliver an encouraging speech to reunite the country and share his vision on the US government policies in the next 4 years. …

After our analysis on the Macro funds and Mega funds, we analyzed 13F filings of the two large Quant Funds. Renaissance Technologies (or “Renaissance”) and AQR Capital (or “AQR”), with discretionary assets under management (AUM) of around US$165.9 bn and US$248.9 bn, have been one of the world’s best-known quantitative…