The Common Reporting Standard : What It Means For Individuals

Offshore tax planning and wealth management have become highly politicized as they have sometimes been used as means to evade taxes. As a result, tax regulators across the globe are implementing a new standard for the Automatic Exchange of Information called the Common Reporting Standard...

Which Asset Class Shines When Interest Rates Rise?

History shows that bonds and equities aren’t necessarily the best investment options in a rising interest rate environment The last rate hike cycle in the US was more than a decade ago. The Fed began raising rates in June 2004, continuing until July 2006, anticipating a housing bubble. The Fed F...

Big data & AI: Rewriting the rules of credit scoring

Big data analytics based on artificial intelligence (AI) models can play a major role in improving credit scoring and providing higher security to lenders and protection to borrowers. The credit business in the US With almost $3.8 trillion in debt recorded in September 2017, credit lending is...

The rise of fintech: better access, better service

One of the main focus of Fund Forum Asia this year is the digital impact on the fund management and wealth management industry and it is hard not to address how digital marketing may also transform the industry.     Alexandru Agachi, COO of Empiric Capital, opens the panel discussion in B...

Emerging Market Currency Analysis

What’s been happening? The Emerging Market currencies have been experiencing increased volatility lately. This has been due to a combination of the strengthening dollar as well as deteriorating trade relations. While the broader Emerging Market currencies were facing increased volatility since 2...

Stepping into digital era: SFC Guidance on Online Advisory

The Guidelines on Online Distribution and Advisory Platforms, published by the SFC in March 2018, aim to provide welcome clarity to the design and operation of online platforms that sell financial products to investors in Hong Kong. The guidelines will become effective on 6th April, 2019. The...

Embracing the FinTech Revolution

FinEX Asia - online US consumer lending marketplace
FinEX Asia is being interviewed by InvestHK and our management share our views on FinTech case study: [Intro] A new Hong Kong FinTech company has grown so quickly in its first year of operations that it has had three separate growth phases. FinEX Asia operates in three core business segments...