Author: YH Wong

I will be hitting the road for the next week, so my blog might be taking a bit of a nap. Do not worry, I’m not fleeing from the markets. I will be back soon enough, refreshed and ready to dive back in. I know, I know, with Bitcoin and other cryptos rocketing to the…

I recently came across an insightful article on China by Louis-Vincent Gave. Based in Hong Kong, Louis is one of the strategic thinkers I follow closely. My clients are well aware of my long-term view on China and I found Louis’s perspectives particularly relevant to the broader narrative I have been sharing with them over…

I periodically recycle old posts on my blog to ensure that new clients can benefit from valuable content they may have missed and this post is one such example.  Thousands of years ago, before the use of horses, Native Americans utilized a hunting technique that preyed on animalistic instincts. This technique was called the buffalo…

Family offices often balance a mix of wealth preservation, growth, diversification and philanthropy, depending on their goals and risk tolerance. Over the coming years, priorities may shift with some focusing on growth while others prioritize preserving and diversifying their portfolios. Portfolios are typically diversified across asset classes, including stocks, bonds, real estate, private equity, digital…

Pranayama, an ancient practice rooted in the Vedas and detailed in Patanjali’s Yoga Sutra, a foundational Hindu scripture from around 200 B.C., involves breathing exercises designed to clear physical and emotional blockages, freeing the breath and allowing the flow of prana, or life energy. Typically, Pranayama is practiced before meditation to prepare the mind and…

In a recent meeting with an institutional investor, I was asked an insightful question: What do you not have compared to the industry giants? It was a question that cut straight to the heart of what differentiates us, prompting me to reflect on the unique advantages that come with working with a smaller, independent team…

Yes, yes, I get it. The market keeps climbing and the calls for a correction grow louder. You see, sometimes markets do not think or react rationally especially in the short-term. Anyway, the “Trump trade” has hit the pause button over the past two days, with the major market averages taking a bit of a…

The past couple of weeks have felt like a buffet of unexpected challenges for global investors: the US election, rate cuts, and a fresh round of stimulus in China have all appeared like courses in a meal nobody quite ordered. Fortunately, my range of portfolios has been holding up well especially our multi-assets model. Building…

Bitcoin finally crashed the USD80,000 party over the weekend, cementing itself as the new “Trump Trade” of 2024! Back on the campaign trail, now President-elect Donald Trump became crypto’s biggest cheerleader, pledging to create a Bitcoin Strategic Reserve, battle the “big, bad CBDCs,” and protect every citizen’s God-given right to self-custody. The real juice? Trump’s…