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Billy Ho

Research and Insights

Articles by Billy Ho

    "A" Opening to the Great Wall

    Research Report | Feb 6, 2014 | Chin Ping Chia, Billy Ho

    This paper reviews the implications for global institutional investors of the recent developments in the China A-share market, which has expanded tremendously over the last two decades. Today, the Shanghai and Shenzhen stock exchanges have a total market capitalization of about USD 3.9 trillion dollars of which foreign participation accounts for just over 1% percent. Since the end of 2011, Chinese authorities have embarked on a series of efforts to accelerate the opening of the domestic...

    The Next Generation of Global Investors

    Research Report | Jul 23, 2013 | Chin Ping Chia, Billy Ho

    The paper lays out the foundations and benefits of global investing, examining the topic from the perspective of investors in high growth countries. It demonstrates that a global equity framework can provide diversification and higher long-term risk-adjusted returns for investors from high growth countries who often hold home-biased equity portfolios that can have high concentration risk.

    Built to Last - Two Decades of Wisdom on Emerging Markets Allocations

    Research Report | Oct 18, 2012 | Chin Ping Chia, Juliana Bambaci, Billy Ho

    The last decade has seen a prolific increase in approaches to emerging markets investing. Broad emerging markets exposure is increasingly viewed as an integral part of a global equity allocation alongside developed markets. The acronym style of emerging markets investing has also come forth (including BRIC, N-11, CIVETS, MIST, etc.), seeking more targeted exposure within emerging markets. We explore this wide array of emerging markets mandate configurations and implementation options.