24 February 2019

Victor Yeung

Chief Investment Officer, Admiral Investment Ltd.
  • After a year of retooling, retail sales in Hong Kong stabilized, showing improvement almost every month in the second half of 2016.Photo: HKEJ

    HK retailing: Light at the end of the tunnel

    - Jan 24, 2017 3:40pm
    After rallying by as much as 27 percent in 2016, Asia Pacific REITs had a correction in October and November and ended the year with a 10 percent total return. Since then, the performance has been stable...
  • Autonomous trucks and delivery drones could affect the property market by allowing companies to consolidate their logistics operations into fewer but larger centers.  Photo: Daimler

    How technology may change the real estate market

    - Dec 30, 2016 3:57pm
    Real estate is the vehicle that supports economic activities, and as such, it is only natural that commercial real estate evolves with time. Fifty years ago, when commercial real estate first consolidated into a distinct real...
  • Mitt Romney, the former governor of Utah, is one of the candidates Donald Trump is considering to appoint as his secretary of state.  Photo: Reuters

    What will Trump’s presidency be like?

    - Nov 28, 2016 11:30am
    The Donald Trump presidency continues to draw attention because it could represent a major shift in areas that matter for Asian investors. Analysts are now focusing on the US president-elect’s choices for cabinet and sub-cabinet positions as...
  • The first true period of geographical diversification typically begins with investors making small but permanent allocation to international products. Photo:

    Investment allocation: Home bias vs int’l diversification

    - Nov 21, 2016 12:00pm
    For institutional investors, diversification has long been a tool to reduce overall risks on investments and boost long-term returns. After focusing on diversification into different asset classes in the early years, leading institutions in developed countries...
  • As the real estate sector evolves with the changing economic needs, logistics properties have developed into a mainstream asset class and thus an important element of REIT portfolios. Photo: JLL

    Why REITs are becoming a popular investment vehicle

    - Sep 12, 2016 4:30pm
    Since its birth 16 years ago, Asia-Pacific real estate investment trusts (REITs) have consistently generated an annual dividend of 4.5 to 7 percent. The sector’s total return is about 12 percent a year, outperforming equities, bonds...
  • A growing sporting culture boosts demand for related goods and benefits the retail sector. Photo:

    How sports is changing the local retailing scene

    - Aug 16, 2016 1:46pm
    The Olympic Games remind us that sports is an integral part of a modern lifestyle. Over the last two decades, Hong Kong has increasingly established itself as a sporting city. According to a recent Jones Lang...
  • Many office hubs have  diversified to host different industries, including finance in Central, retailing in Island East, and corporate back office in Kowloon East. Photo: Internet

    Why HK office market will continue to do well

    - Jun 22, 2016 4:52pm
    The US Federal Reserve has decided to keep interest rates unchanged, making it improbable for the federal funds rate to have a 1 percent increase in 2016, which has been the consensus expectation at the beginning...
  • The Super Hotel chain in Japan offers limited amenities (though a few of the hotels have an in-house hot-spring spa), but service is the equal of that in full-service hotels. Photo:

    Why limited-service hotels can be a good investment

    - May 20, 2016 6:30pm
    A limited-service hotel (LSH) is a hotel without restaurant and banquet facilities, which are part of the defining characteristics of a full-service hotel (FSH). The LSH’s market position is based on the recognition that, for some...
  • Australia has the most developed REIT regime in the Asia-Pacific and that presents a wonderful opportunity for investors. Photo: Bloomberg

    Why Hong Kong investors should consider Australia

    - May 11, 2016 10:34am
    During our regular conversations with clients, many Asian investors are actively diversifying their real estate exposure away from their home markets. Some investors diversify for tactical reasons, as their existing exposure in Asia has generated capital...

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