Date
22 September 2017

Alex Wong

Director, Asset Management at Ample Capital Limited.
  • Local TV financial shows often do not provide fundamental investing knowledge such as asset allocation or stock valuation and instead focus on offering quick stock tips. Photo: YouTube

    Why investors should stay away from local TV financial shows

    - Sep 19, 2017 4:26pm
    The other day I was talking with a taxi driver. “I’ve sent my cab to the repair shop, and the manager of the shop recommended HengTen Networks Group (00136.HK). But I don’t have the guts to...
  • As the global economy continues to improve despite some geopolitical tensions, equity markets should hold up well. Photo: xm.com

    Equities: Why investors should sometimes ignore market noise

    - Sep 13, 2017 8:49am
    A week after North Korea’s nuclear test, financial markets have largely digested the news. As of now, most people believe that despite the heightened tensions between Washington and Pyongyang, there is little chance of a war....
  • Economic recovery, iPhone  8 trading theme and the expansion of the stock lists under the Shenzhen-Hong Kong stock link program are some of the catalysts of the recent small and mid cap rally. Photo: China Daily

    HK Equities: Why small and mid caps are worth a bet

    - Sep 5, 2017 4:55pm
    North Korea’s latest nuclear bomb test has had a very limited impact on the financial markets. Investors are getting used to these noises. Risks and opportunities co-exist in our daily life, so is it with with...
  • A top player like Kevin Durant needs to have the courage to shoot when the opportunity arises and not be afraid to take responsibility. Photo: The Mercury News

    What a fund manager can learn from Kevin Durant

    - Aug 29, 2017 4:34pm
    In an NBA game last year when Kevin Durant was playing for the Oklahoma City Thunder, he yelled at his teammate to “shoot the ball!” when his teammate chose to pass even when he had a...
  • Foot Locker's shares tumbled 28 percent last Friday in the US after the athletic footwear retailer's second-quarter results came in way below market expectations. Photo: Digital Trends

    How millennials determine stock market winners and losers

    - Aug 23, 2017 4:12pm
    Several US retailers saw their shares come under heavy selling pressure recently after the firms announced disappointing quarterly results. For example, Foot Locker, the American sportswear and footwear retailer, lost 28 percent in one day. The share...
  • Following its recent slide on US-North Korea tensions, the Hong Kong market's prospects depend on how quickly the benchmark index regains the 27,500 level. Photo: China Daily

    What to make of the recent market pullback?

    - Aug 15, 2017 4:41pm
    Portfolio management is all about maximizing gains from your winning hands and minimizing losses from your bad trades. To do that, a rule of thumb is to be aggressive when market is showing signs of strength...
  • Technology giants are expected to underpin benchmark equity indices. Photo: Reuters

    Equity markets look lofty but chance of a collapse slim

    - Aug 8, 2017 4:12pm
    Despite the bullish market sentiment, many retail investors have chosen to stay on the sidelines, fearing they could end up being stuck with shares bought at expensive levels. As the market keeps raging ahead, more retail...
  • Investors are concerned that a large number of companies might be made redundant by new technologies. Photo: Reuters

    Cheap valuation no longer key in the new era

    - Aug 1, 2017 4:23pm
    I attended a forum held by the Singapore Exchange last week. The forum was about how local firms can attract investors from Hong Kong and mainland China. The Hong Kong market is widely considered as a...
  • Baidu’s robot Xiaodu appears in a reality TV show. The technology giant has invested heavily in artificial intelligence. Photo: techinasia.com

    Investors should not miss the AI boom

    - Jul 18, 2017 5:08pm
    China has a great advantage in developing artificial intelligence because it gives technology companies access to a large pool of data from its 1.4 billon population, enabling algorithms to work much faster, according to a recent...
  • Despite a general market uptrend in the past few months, Hong Kong stocks have not seen a notable rise in trading volumes. Photo: Bloomberg

    Why some Hongkongers are wary of equities

    - Jul 12, 2017 9:39am
    I’ve just returned from a cruise trip. During the voyage, I learnt that almost all the tour participants were retirees, and that most of them were financially secure. The senior citizens built up their wealth from...
  • The end of the quarter is usually the time when fund managers are engaged in active switching of bets. Photo: Bloomberg

    Stick to new economy plays as cornerstone of portfolio

    - Jul 4, 2017 5:09pm
    The stock market is becoming increasingly divergent, and investors are constantly switching from one sector to another. The end of the quarter is in fact a period when fund managers are active in switching bets. Although...
  • CSI 300 Index-based funds are a better proxy for getting exposure to A shares because the benchmark is more diversified and includes quite a number of consumer plays. Photo: China Daily

    Time to add more A shares to portfolio

    - Jun 27, 2017 4:08pm
    Many believe that the inclusion of A shares in MSCI has limited boost given their small weighting. However, sought-after companies such as liquor stocks have outperformed recently. That clearly shows market sentiment is improving. Investors should...
  • What sort of firms will become more sought-after in the wake of Amazon’s move on Whole Foods Market?

    Who benefits from Amazon’s Whole Foods coup?

    - Jun 20, 2017 4:37pm
    Amazon’s US$1.37 billion deal to acquire Whole Foods Market (WFM) initially led to a heavy sell-off of traditional retailers, which might have been worsened by options-related activities. However, the market calmed down over the weekend. Some...
  • A trader wears an Iron Man mask on the floor of the New York Stock Exchange. An "iron heart" is needed for investing in tech shares. Photo: Reuters

    How investors should deal with tech shares setback

    - Jun 13, 2017 4:57pm
    I failed to beat the market in 2014 because I bet heavily on new-economy stocks and shorted old-economy stocks as a hedge that year. That’s the only year that my portfolio underperformed the benchmark in the...
  • Retail investors often care only about getting quick stock tips rather than improving their own investment skills. Photo: Reuters

    Investors should focus on big trends, not stock tips

    - Jun 7, 2017 8:33am
    “What’s your view on New World Development (00017.HK)?” “How about China Life Insurance (02628.HK)?” I was facing a roomful of people asking for stock tips during the Q&A session of a seminar recently. It’s upsetting, actually....
  • Amazon founder Jeff Bezos is now the world's third  richest person, according to Forbes, thanks to a surge in Amazon's shares. Photo: Reuters

    Why investors should place their bets on internet giants

    - May 24, 2017 10:30am
    There are market fears over the latest political crisis surrounding US President Donald Trump amid a series of government leaks. But it is merely noise. The US equity market is going to be dominated by top...
  • Relative weakness of BMW shares reflects the potential threat the European firm faces from new-generation car makers such as Tesla. Photo: BMW

    What European equities cannot offer

    - May 16, 2017 4:05pm
    European equities have suddenly become popular for various reasons. First, political risk in the region has mitigated. Second, economic numbers are improving, particularly those of Germany. Third, low valuations have made those markets attractive. With lots...
  • A huge jump in Amazon's share price has catapulted its founder Jeff Bezos to the second spot on the global wealth list. Photo: Bloomberg

    What Amazon’s success has taught investors

    - May 10, 2017 9:15am
    Amazon boss Jeff Bezos may soon become the world’s richest man given the pace of gain in his company’s share price. From its beginnings as an online bookstore to the current phenomenon as an e-commerce and...
  • Despite such developments as the US Federal Reserve's decision to shrink its balance sheet and the North Korea crisis, stock markets have continued to do well. Photo: Reuters

    Defense is key for active funds to beat index

    - May 4, 2017 1:19pm
    Although exchange traded index funds have continued to gain traction, these products have weaknesses, too. One is their inevitable decline during market downturns. This is so because index funds, by definition, tracks the index, rain or shine....
  • The impact of the Stock Connect program on Hong Kong equities is just beginning to be felt. Photo: Bloomberg

    HK equities: Go for mid-cap industry leaders

    - Apr 25, 2017 5:16pm
    I made a trip to a Chinese manufacturer recently. Interestingly, the mid-cap company has attracted more than 40 fund managers, 80 percent of which are from mainland China. Some might think the Stock Connect program with...

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