Nuno Matos

Imagine a world transformed by your actions - what does sustainability mean? Sustainability is FUTURE. We walk with our clients in the past, now and future. https://lnkd.in/gZZemu_H #SustainabilityPowerUpFund #HKD80Billion

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The Bank of Japan to maintain a hawkish hold - The Bank of Japan (BOJ) is still assessing the impact of its recent policy adjustments on the economy. Amid a general deceleration of economic momentum and several one-off effects in the latest GDP data, additional changes at the June meeting appear unlikely. - Inflation expectations and certain CPI elements remain resilient, potentially giving the BOJ justification for further policy normalization in the second half of the year. - Following the sharp acceleration in Japanese yen sell off after the last press conference and subsequent need for intervention, Governor Ueda is likely to adopt a more hawkish tone in his remarks in line with recent public statements. #NavigatingRates #CentralBanks #MonetaryPolicy #BOJ

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Delighted to share key insights from our recent meeting with Mr. Wong Kok Hoi, founder and chief investment officer of APS, held on May 31, 2024. The discussion focused on investment opportunities and strategies in China’s advanced manufacturing sectors. Key Insights from Mr. Wong Kok Hoi: Ken Chung - China’s Economic Transition: China is shifting from an investment-led model to a high-value, innovative tech-focused economy. - Semiconductor and EV Advancements: Significant progress in 7-nanometer chip manufacturing and leadership in EV production. - Investment Strategies: Focus on high-quality component manufacturers like Video BE, rather than EV stocks amid price wars. - Emerging Technologies: Opportunities in automation, cybersecurity, satellite technology, and new battery technologies like solid-state and sodium-ion batteries. - Market Outlook: Positive developments in various industries and renewed investor interest in China’s modernization. These insights will be valuable for our investment strategies. ================================= Stay Up-to-Date on All the Latest Events and News: https://lnkd.in/gA37-QbP You can check out our Youtube video here: https://lnkd.in/gJDakT4r #InvestmentInsights #ChinaEconomy #AdvancedManufacturing #TechInnovation #Semiconductors #EVAdvancements #InvestmentStrategies #EmergingTechnologies #Automation #Cybersecurity #SatelliteTech #BatteryTech #MarketOutlook #InvestorInterest #APSInsights

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Imagine a world transformed by your actions - what does sustainability mean? "Sustainability gives us a shared value how we should lead our business / daily life" Join us in building a sustainable future together. If you're passionate about a sustainable future, tag others who share the same passion and share your thoughts. Let's broaden the conversation because sustainability is essential for everyone. #SustainabilityPowerUpFund #HKD80Billion

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We had a good session with our unitholders attending our AGM. FY2023 is characterized by sticky inflation leading to unpredecented and record interest rates rises. Management & Board provided insights to unitholders: ✅ The rationale for undertaking the key initiatives we undertook Early amidst rising interest rates environment to Reinforce our balance sheet, Recycle our Capital and Rejuvenate our Assets. ✅ While #ELOG enter 2024 with a robust and stronger balance sheet with no refinancing and high fixed rate hedges, the key risks of (a) Inflation (b) “Higher-for-Longer” Interest Rates (c) Impact of Higher Discount and Capitalization Rates on Valuation & Gearing and (d) Business Confidence remains. ✅ Our views and strategies on how we intend to manage these risks while continuing to leverage on good opportunities to improve our portfolio quality, DPU and NAV. Unitholders not only asked questions on our strategies, they gave feedback & valuable suggestions —> We believe that’s how AGMs should be. There was good decorum and mutual respect for one another. We thank Unitholders who gave Management & Board compliments as it means a lot to us. As per our tradition, we ended the AGM with a sit down lunch with our unitholders and we thank our Board of Directors staying back and interacting with our Unitholders. #ESR #ESRLOGOSREIT #AGM

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Imagine a world transformed by your actions - what does sustainability mean? For SMEs and startups, sustainability is key to innovation and growth. Join us in building a sustainable future together. Ray Fung, CFA Kelly Ying Tung Chan MSc, FCCA, CAMLP Chak Pan (Andy) Chan CFA, CCRP(CL) Hugh Chow Andy Chung and Human So, I would like to invite you to share your thoughts and contribute to the conversation. Whether you're tagged or not, if you're passionate about a sustainable future, tag others who share your thoughts and contribute to the chain. Let's broaden the conversation because sustainability is essential for everyone. #Sustainability #PowerUpFund #HKD80Billion

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The SFC’s Asset and Wealth Management Activities Survey 2023 reaffirms Hong Kong’s position as a premier asset and wealth management hub with a diversified investor base, globalised asset allocation and robust fund inflows. International investors consistently account for more than half of total asset under management (AUM), while the city allocates 60% of its managed assets to overseas markets. Compared to 2022, overall AUM grew 2% in 2023, while net fund inflows more than quadrupled. The number of licensed asset managers also showed steady growth on a three-year horizon. See press release (https://lnkd.in/gJGWCnPE) and full report (https://lnkd.in/g56wuhBG).

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I had a wonderful meeting in London with Mr. John Greenwood, the chief architect behind the HKD-USD currency peg. Over afternoon tea, I learned from John about the history of the Hong Kong dollar and its future. During our discussion on currency and inflation, I asked why we didn't see inflation sooner, despite excessive money printing in the US after the Lehman crisis. Getting straight into the heart of the matter, John explained that during the first round of quantitative easing, the money mostly found its way into the banking system rather than the pockets of the general public. Since there wasn't a significant increase in money supply among the masses, inflation remained low. However, in response to the pandemic, money supply from quantitative easing flowed directly to the individuals, hence, today's inflation. The explanation may seem like common sense, but according to John, common sense is uncommon nowadays, and many policymakers apparently fail to grasp it. #money #currency #inflation #hongkong #dollar #peg

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【“Answer & Win” Giveaway Campaign (Round 3)】#MemberBenefits #Diversity and inclusion are integral parts of CFA Society Hong Kong’s culture. Not only do we seek to reflect a balance of gender and ethnicity amongst our Board of Directors, but we are also observing an increase in the proportion of female members in the past few years. ❓ Question: What is the Male-to-Female ratio of the Society’s members (as of 30 Jun 2023)? (Hint: https://bit.ly/3z2Jeun) 🎁 Giveaway: Limited-edition Mini Sacoche (renewed members only, limited 20 pcs) 🎮 How to participate: Leave a 👍 like on this post and submit your answer in the online form 🔗 https://lnkd.in/gWN9wtnd. The first 20 Society members with the correct answer will receive notifications for gift collection. (This giveaway game is exclusively for members who have renewed their FY25 Society membership. Other terms and conditions apply.) 👉👉 Renew your membership to ensure you don’t miss out on our upcoming networking events and other exclusive privileges. 🔗 https://bit.ly/3FH0OFc #CFASocietyHongKong #CFA #Giveaway #MembershipRenewal (The answer to last week’s “Answer & Win Giveaway Campaign (Round 2)” is “Hong Kong”. Members with the correct answers will be directly contacted for gift collection in the week of 29 July.)

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SuMi TRUST is proud that Mr. Yoshio Hishida, Representative Director and president of Sumitomo Mitsui Trust Asset Managememt, was invited and presented as one of the speakers of "Hong Kong & Japan: Trends & Strategies in Asset Management" hosted by Bloomberg in Hong Kong SAR. Definetly, Japan is a front runner facing various challenges such as aging society, lack of labourforce etc., and other countries could learn a lot from what is going on in Japan. We exchanged a lot from different perspectives related to social changes as well as new investment opportunities coming from social challenges. Evolving private markets in Japan would be one of the interesting topic which we should share more. Many thanks again for Bloomberg to invite SuMi TRUST for the event.

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The HKMA has released the Sustainability Report 2023, outlining measures taken to strengthen banks’ climate resilience, enhance the green and sustainable finance ecosystem, invest responsibly and move forward as a sustainable organisation. The Report highlights our dedication to advancing the sustainability agenda, leveraging our roles as a bank supervisor, market facilitator, responsible investor, and a sustainable organisation. Read the Sustainability Report to learn more: https://lnkd.in/g7vWrAtV Access the HKMA Annual Report 2023 for additional insights: https://lnkd.in/gEwH9BJG #Sustainability #GreenFinance #ClimateChange #ESG #ClimateGoals

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Developments driven by a combination of innovation and sustainability point to long-term growth and an acceleration of the green transition, argues Bonnie Y Chan, Chief Executive Officer, Hong Kong Exchanges and Clearing Limited (HKEX) #AMNC24

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abrdn Asian Income Fund Limited is an investment company that offers the prospect of both capital and income growth and could be considered a core offering for investors seeking diversification through #Asian equity exposure. Hear from Edison's Milosz Papst and Yoojeong Oh, CFA, one of the fund's managers, as they explore the potential opportunity in Asia. For more on emerging markets, read our latest report: https://lnkd.in/eaPgvTrc #EM #emergingmarkets #asia abrdn Investment Trusts

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Imagine a world transformed by your actions - what does sustainability mean to you? Sustainability in trade finance promotes ethical practices and global development. Join us building a sustainable future together. Matthew Lam, CFA, FRM, CB, MPhil Eunice Lo Vivian Lo Michael Ng, CFA CESGA ®Simon F. Terrance Poon We invite you to share your thoughts and contribute to the conversation. Whether you are tagged or not, if you are passionate about a sustainable future, tag others who share the same passion, share the thoughts and contribute to the chain. Let's broaden the conversation because sustainability is essential to everyone. #SustainabilityPowerUpFund #HKD80Billion

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I would like to discuss the issues on the March 25 Nikkei article, "Shareholder Returns Reach a Record 25 Trillion Yen Due to Earnings Expansion and P/B Reforms.”

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Imagine a world transformed by your actions - what does sustainability mean? In wealth management, sustainability aligns investments with values for lasting impact. Join us in building a sustainable future together. Gloria W C Leung Dr Joe Lam Wong Jaclyn Ng Vince Wendy L. Eamon CHU, we invite you to share your thoughts and contribute to the conversation. Whether you are tagged or not, if you are passionate about a sustainable future, tag others who share the same passion, share your thoughts, and contribute to the chain. Let’s broaden the conversation because sustainability is essential for everyone. #SustainbilityPowerUpFund #HKD80Billion

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Transition finance and Climate Tech are crucial to Asia’s decarbonisation journey. The question of how to deliver these at scale was at the centre of my conversations with investors, policy experts, corporate issuers at our Solving Sustainable conference in Hong Kong this week. Transition finance is key to the region’s net zero efforts, accommodating the need to decarbonise whilst meeting growing energy demand. Asia is leading the way in scaling this nascent market, supported by regulatory developments, with learnings that can be applied to other geographies. But there is still more to do – as Dr Jun Ma from the Hong Kong Green Finance Association said during our fireside chat, sustainable finance taxonomies need to converge across jurisdictions to allow for efficient cross borders transactions. On climate technology – which plays a critical role in both climate mitigation and adaptation measures in the region – the financing gap between venture capital and infrastructure funds is still a significant barrier to growth. Asia’s growing private family offices can find opportunity here, as I opined on during my interview with Bloomberg https://lnkd.in/eM86bxYf

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The sustainable finance opportunity in South East Asia is significant and #ASEAN nations are seeking to deliver in this space, showing commendable commitment to the sustainability imperative.   As the only international bank present in all 10 ASEAN markets, I’m delighted to see the launch of our latest South East Asia Green Economy Report, produced alongside Bain & Company, GenZero and Temasek.   Delving into ASEAN's decarbonisation journey, the report unearths investable opportunities and innovative financing mechanisms to capture the momentum surrounding sustainable capital to further deliver scalable, long-term solutions to the region.   The opportunity for scaling sustainable finance is clear, as the report sets out:   1. ASEAN is the fourth largest energy consumer in the world, with ~35% of the economy depending on energy-intensive sectors, and demand for energy projected to rise by 42% by 2030. 2. Unlocking the green economy could create USD300 billion in new revenue by 2030, and up to 6 million new job opportunities. 3. Blended finance mechanisms could deliver up to USD20 billion in funding to bridge the emissions gap.   Read our report here: https://lnkd.in/dUAPVNYG #sustainablefinance #southeastasia

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