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November 4, 2020

Zhihaiquo completed more than 50 million US dollars in Series C financing

On October 28, the ‘self-heating’ instant hotpot brand Zihaiquo, announced it has secured more than 50 million US dollars in Series C financing, with a valuation […]
October 6, 2020

3Q 2020 Global Asset Allocation Performance Summary

August 31, 2020

Mr. F

Client Background Mr. F was born and raised in Fuzhou, a city in the Fujian province. He graduated from Shanghai Tongji University’s College of Architecture and […]
August 18, 2020

Mr. H

Client Background The client, Mr. H was born in Foshan, Guangdong Province in 1954. After graduating from high school, Mr. H completed an apprenticeship at the […]
August 5, 2020

September Newsletter

MARKET UPDATE Equity market performance by region 2020Global Equity markets reached a bottom on March 23 and since then have staged animpressive recovery. In particular MSCI […]
July 27, 2020

GMT Weekly Coaching with Alvin Ma

In this video, one of our founding partners, Alvin Ma, discussed the current trend of the global financial market as well as different sectors, equities, forex, […]
July 22, 2020

2020 3-4Q Portfolio Rebalancing in view of Sino-US geo-political concerns & US Election Era

CMT Zoom Conference Table of Content A. Macro Factors & Investment Outlook: i. Cause & Effect a. USD interest rates at historical sub-zero low……  b. Global […]
July 9, 2020

2020 1H Global Asset Allocation Portfolio Review

June 15, 2020

FIXED INCOME INVESTMENTS

Learning outcomes Upon completion of this chapter, learners should be able to: Describe the characteristics of different types of bond, including straight or “plain vanilla” bond, […]