Syncicap

Market Insights: CHINESE EQUITIES MISSED OUT ON THE 2023 MARKET RALLY

News / By

“Chinese equities missed out on the 2023 market rally, while other Asian equity and emerging debt markets, performed very well” Jean-Marie Mercadal looks back at the past year and shares his 2024 outlook for Emerging Markets (English & French versions available) find the full Ofi Invest 2024 Global Outlook here (English & French versions available): […]

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Interview (French) – Quantalys – Des opportunités en 2024 sur la Chine et l’Asie ?

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Des opportunités en 2024 sur la Chine et l’Asie ? Alors que la Chine et les marchés asiatiques avaient été mis en avant début 2023 (réouverture post-COVID, croissance forte, faible inflation, etc.) les performances depuis le début de l’année apparaissent très décevantes (-3% pour la catégorie Quantalys Actions Asie ex Japon, -15% pour la catégorie Actions

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DPAM – ANGLE – MAY 2022

Ofi Invest - DPAM News / By

DPAM – ANGLE – MAY 2022 Monthly factsheets and manager comments. FUNDS REPORTING Quarterly (Q1-2022) reporting on sustainability. SUSTAINABILITY REPORTS INFLATION DYNAMICS IN A VOLATILE ERA The inflation dynamic in the post-covid recovery has become very complex. Large economic volatility combined with unprecedented monetary and fiscal stimuli made accurate short-term forecasting difficult. Watch our latest

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DPAM COMMITS TO NET ZERO ASSET MANAGERS INITIATIVE

Ofi Invest - DPAM News / By

DPAM COMMITS TO NET ZERO ASSET MANAGERS INITIATIVE Brussels, 20.04.2022. As an active asset manager and a sustainable actor, investor and partner, DPAM has decided, after careful consideration, to join the Net-Zero Asset Managers (NZAM) Initiative. This requires asset managers to commit to support investing aligned with net zero emissions by 2050 or sooner. Prior

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SYNCICAP ASSET MANAGEMENT

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SYNCICAP ASSET MANAGEMENT SYNCICAP Asset Management Launches in Hong Kong Brings active responsible and sustainable investing leadership to Asia. SFC Licenses 1, 4 and 9 for institutional investors. SYNCICAP Asset Management Limited, received from the Securities and Exchange Commission of Hong Kong licenses for Type 1 (dealing in securities), Type 4 (advising on securities) and

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DPAM – GLOBAL SUSTAINABLE EQUITY

Ofi Invest - DPAM News / By

DPAM – GLOBAL SUSTAINABLE EQUITY The latest quarterly portfolio update of DPAM’s Global Sustainable Equities strategy is available Dries Dury and Jonathan Graas, co-managers of the World Sustainable Equities portfolio, discuss the performance, latest transactions & outlook of the strategy. They conclude the presentation with a spotlight on ESG. We thank you for your interest.

DPAM – GLOBAL SUSTAINABLE EQUITY Read More »

Disclaimer

Important Note: This website is intended only for “professional investors” (within the meaning of the Securities and Futures Ordinance (Cap. 571 of the laws of Hong Kong) or the Securities and Futures (Professional Investor) Rules (Cap 571D of the laws of Hong Kong)). This website has not been reviewed by the Securities and Futures Commission in Hong Kong (“SFC”) and contains information on investment products that are not authorised by the SFC for sale to the public in Hong Kong. If you are in any doubt about the contents of this website, you should obtain independent professional advice.

The Website is not directed at any person in any jurisdiction where (by reason of that person’s nationality, residence or otherwise) the publication or availability of the Website is prohibited. Persons in respect of whom such prohibitions apply or persons other than a Professional Investor must not access this Website. It is your responsibility to be aware of and to observe all applicable laws and regulations of any relevant jurisdiction.

By proceeding, you are deemed to be representing and warranting that you are a Professional Investor and the applicable laws and regulations of your jurisdiction allow you to access the information.

1. General

Please read this information carefully.

This website is prepared and issued by SYNCICAP Asset Management Limited (“Syncicap”), which is a corporation licensed by the Securities and Futures Commission in Hong Kong to engage in Type 1 (dealing in securities); Type 4 (advising in securities) and Type 9 (asset management) regulated activities, subject to the following conditions: (a) it shall not hold client assets; and (b) it shall only provide services to professional investors (the terms “hold”, “client assets” and “professional investors” are as defined in the Securities and Futures Ordinance and its subsidiary legislation). This website has not been reviewed by the Securities and Futures Commission or any regulatory authority in Hong Kong.The website may contain information on investment products that are not authorised by the Securities and Futures Commission for sale to the public in Hong Kong and may not be viewed by Hong Kong investors who are not professional investors. Any product documents and information contained herein are intended for professional investors only. They are for reference only and for those persons or entities in any jurisdiction or country where the information in such product documents and use thereof is not contrary to local law or regulation. They are only for the intended recipients and shall not be reproduced in any form or transmitted to any other third parties.

The information and opinions on this Website are provided by Syncicap for general information purposes only and are not intended to and shall not in any way constitute an invitation or an offer to invest in any investment products.
Syncicap and its data suppliers make every effort to ensure that the information on this website is accurate and complete at the time of its inclusion. However, although this information is obtained from data suppliers and sources that are in good faith believed to be reliable, Syncicap does not guarantee, explicitly or implicitly, that such information is accurate, up-to-date or exhaustive. Furthermore, any view or opinion expressed on this Website is subject to alteration without notice. There is no guarantee that the information on this Website has not been altered as a result of technical malfunctions (disconnection, interference by third parties, computer viruses, etc.).

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Neither information nor any opinion expressed on the Website constitutes a solicitation, an offer or a recommendation to buy, sell or dispose of any investment, to engage in any other transaction or to provide any investment advice or service. The information contained in the Website does not constitute investment advice or a recommendation and was prepared without regard to the specific objectives, financial situation or needs of any particular person who may receive it. An investment in any investment product should only be made after reading the related legal documents such as management regulations, prospectus, most recent annual and semi-annual reports, which can all be obtained free of charge upon request.

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The information is based on certain assumptions, information and conditions applicable at a certain time and may be subject to change at any time without notice. Syncicap aims to provide accurate, complete and up-to-date information, obtained from sources of information believed to be reliable. Persons accessing the Website are responsible for their choice and use of the information.

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No assurance can be given that the investment objective of any investment products will be achieved. No representation or promise as to the performance of any investment products or the return on an investment is made.

The value of the assets of investment products may fluctuate as a result of the investment policy and/or the developments on the financial markets. Past performance, projection, or forecast included in this Website should not be taken as an indication or guarantee of future performance, and no representation or warranty, express or implied, is made regarding future performance.

Investments involve risks. Potential investors should read the terms and conditions contained in the relevant offering documents and in particular the investment policies and the risk factors before any investment decision is made. Investors should ensure they fully understand the risks associated with the fund and should also consider their own investment objective and risk tolerance level. Investors are reminded that the value and income (if any) from shares of an investment product may be volatile and could change substantially within a short period of time, and investors may not get back the amount they have invested in the investment product. If you are in any doubt about the contents of this website, you should obtain independent professional advice.

Finally, the performance shown does not take account of any commissions or costs charged when subscribing to or redeeming units.

6. Third party websites

This website includes material from third parties or links to websites maintained by third parties. Following links to any other off-site pages or websites of third parties shall be at your own risk. Syncicap has not reviewed any of the websites linked to or referred to by the Website and does not endorse or accept any responsibility for their content nor the products, services or other items offered through them. The websites may contain information and material relating to funds that are not authorized by the Securities and Futures Commission in Hong Kong for distribution to the public in Hong Kong. Due care should be taken by all Hong Kong intermediaries that they comply with all relevant local rules and regulations in responding to requests from clients for information in respect of the investment products referred to on such websites. You are advised to exercise caution and if you are in any doubt about the contents of this website, you should obtain independent professional advice.

Syncicap shall have no liability for any losses or damages arising from the use of or reliance on the information contained on websites of third parties, including, without limitation, any loss of profit or any other direct or indirect damage. Third party off-site pages or websites are provided for informational purposes only.

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Syncicap and its data suppliers to the Website accept no responsibility or liability to any person for any use or reliance on the contents of the Website or the information contained herein, which may be changed without notice.

Syncicap and its data suppliers assume no responsibility for ensuring, and makes no warranty, that the functioning of the Website and its links will be uninterrupted or error-free. Syncicap assumes no responsibility for the consequences of e-mail messages regarding a Syncicap service, which either cannot be received or sent, are damaged, received or sent incorrectly, or not received or sent on time.

Neither will Syncicap be liable for any loss or damage that may result from accessing, using, consulting or navigating the Website or from links to other websites.

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Feifei LIU

Portfolio Manager, based in Hong Kong.

She has over 9 years of experience in the financial industry. She started her career at Morgan Stanley equity derivatives trading desk in Hong Kong, working on Asia index & single stock options and structured products. Prior to joining Syncicap Asset management, she was an analyst & trader at a hedge fund focusing on China A/H equity markets. She joined Syncicap Asset Management in the early 2023 as fund manager in charge of the Asia EM ex-China strategy.

She holds a master’s degree in Finance from CUHK business school and bachelor’s degree in Computer Science in HKUST. She is a CFA charter holder since 2022.

She is fluent in Mandarin, Cantonese, and English.

Ruiyue (Melissa) ZHANG

Senior Vice President (Sales & Business Development) at SYNCICAP Asset Management, based in Hong Kong.

She has over 10 years of experience in the financial industry of Hong Kong, dedicating in buy-side and sell-side. She is an enthusiastic institutional sale with comprehensive knowledge of financial products and passionate about building the long-lasting strategic relationships and creating a breakthrough client experience with Asia investors, including Taiwan, Mainland China, Hong Kong, and Tokyo. Prior to joining SYNCICAP Asset Management, she was a senior account manager at two top-tier Japanese Asset Management and Securities firm and served the institutional clients from APAC region since 2014.

She holds a bachelor’s degree from Yunnan University in Asia Economics and Japanese Literature (China) and an advanced diploma of Business Management from Purdue University (USA).

She is an MBA graduate of the University of Hong Kong focusing on Finance, Economics and Marketing Strategy.

She is a multi-language speaker (Mandarin, Japanese, English, and Cantonese).

Susana LAI

Office Manager at SYNCICAP Asset Management, based in Hong Kong.

She has over 20 years of experience as Office Manager and Personal Assistant. Prior to joining SYNCICAP Asset Management, Susana was Office Manager at AIF Capital Limited for 7 years overseeing General Administration, Human Resource and IT sectors. Before that, she works as Manager, Administration of BEA Union Investment Management Limited which is a joint venture asset management company between The Bank of East Asia, Limited and Union Asset Management, which is the investment arm of DZ Bank Group in Germany.    

She holds a bachelor’s degree in environmental science from University of Greenwich, London. She is fluent in English and Cantonese. 

Shirley TANG

Operations Manager of SYNCICAP Asset Management Limited. Prior to this, Ms. Tang was Operations Manager at two other asset management companies in Hong Kong. 

Ms. Tang has over 10 years of Asset Management experience specializing in fund operations.

Ms. Tang holds a master’s degree from the Hang Seng University of Hong Kong and a bachelor’s degree from the Chinese University of Hong Kong. She is a Fellow of the Association of Chartered Certified Accountants (FCCA) since 2017.

Weiyi ZHANG

Equity Analyst specialized in the industrial sector at SYNCICAP Asset Management, based in Hong Kong.

She has over 3 years of experience in the financial industry. She started her career in Investment Banking for 6 months. Then she decided to join DPAM in 2020 as an Equity Analyst to cover Asia Industrials sector as well as auto/auto parts and renewable energy. In early 2022, she relocated to SYNCICAP in Hong Kong.

She holds an undergraduate / master’s degree in Engineering Science from University of Oxford (UK) and another master’s degree in Management from London Business School.

She is fluent in English and Chinese.

Xiaofang YAN

Equity Analyst specialized in consumer sector at SYNCICAP Asset Management, based in Hong Kong.

She has over 6 years of experience in financial industry. She started her career at Quilvest Private Equity as an investment analyst in Paris working on Real Estate Private Equity (REPE) deals for its Pan European and Asian Funds. Prior to joining Degroof Petercam Asset Management (DPAM), she was an REPE investment associate at Resolution Property in London focusing on mid-large size European Real Estate deals. She joined DPAM in 2021 as Equity Analyst.

She holds a master’s degree in finance from ESCP Business School (France) and bachelor’s degree in Shanghai University of Finance and Economics (China).

She is fluent in English and Chinese.

Yixia ZHANG

Buyside fixed income Analyst, based in Hong Kong. She covers financials in Pan-Asia market. 

She has 8 years of experience in the financial industry in mainland China and Hong Kong. She started his career at S&P Global Ratings as a credit analyst covering financials and real estate sector. She joined PAG Consulting Ltd in 2021 as an investment manager working on private credit and debt restructuring transactions for China property developers. 

She holds a master’s degree in Finance from The Chinese University of Hong Kong and bachelor’s degree in Economics from Renmin University of China. She is a CFA Charter holder since 2023. 

She is fluent in English and Chinese.

Yixin GUO

Equity Analyst specialized in technology sector at SYNCICAP Asset Management, based in Hong Kong.

She has over 6 years of experience in financial industry. She started her career at Deloitte as an auditor in Paris. She joined DPAM in 2020 as Equity Analyst.

She holds a master’s degree in finance from ESCP Business School (France) and bachelor’s degree in Jinan (China).

She is fluent in English and Chinese.

Rachel XU

Buyside fixed income analyst at SYNCICAP Asset Management, based in Hong Kong. She focuses on the non-financial corporate companies from the emergency market countries in Asian. 

She has over 10 years of experience in credit analysis. She started her career as a credit rating analyst at S&P Global Ratings Inc. She covered a portfolio of Chinese bank and non-bank financial institutions in 2014 to 2018. After that, She worked as the rating advisor in the debt capital markets function at CMB International, a fully owned subsidiary of China Merchants Bank, advising the international debt transaction for Chinese companies. 

She holds a master’s degree in finance from the R.H. Smith School of Business at University of Maryland in the US and a bachelor’s degree in financial services from the Polytechnic University of Hong Kong. She is a CFA Charter holder.

Pierre-Emmanuel HUBERT

Portfolio Manager at Syncicap Asset Management, specializing in investment strategies within global emerging markets. 

He started his career in 2018 with AXA Investment Managers, where he focused on high-yield credit opportunities in China and the ASEAN region. Before joining Syncicap, Pierre-Emmanuel was Portfolio Manager at Candriam, overseeing the management of assets exceeding 6 billion dollars spread across 13 money market and short-term credit funds. 

Pierre-Emmanuel holds a Bachelor of Science in Economics from the Solvay Brussels School of Economics and Management, complemented by a degree in Chinese languages from National Taiwan University.

Peggy LI

Portfolio Manager at SYNCICAP Asset Management, Based in Hong Kong.

She has over 10 years of experience in the financial industry in Hong Kong. She started her investment career at sovereign wealth fund as equity analyst covering global financial technology sector. Prior to joining SYNCICAP Asset Management, she was senior analyst at regional hedge fund, and assistant portfolio manager at Chinese asset manager focus on global equity markets. She joined SYNCICAP Asset Management as Fund Manager in 2021.

She holds a master’s degree in economics from the University of Hong Kong, and bachelor’s degree in economics and finance from Hong Kong University of Science and Technology.

She is fluent in English, Mandarin, and Cantonese.

Eric MIMOUN

Chief Operating Officer at SYNCICAP Asset Management, based in Hong Kong.

He has over 10 years of experience in the financial industry and was previously Corporate Development Manager at Ofi Invest Asset Management.

He started his career at EY as a Financial Services Consultant, serving top-tier French banks, including BNP Paribas, Natixis and BPCE.

He holds degrees in Finance from EDHEC Business School (FR) and in Law from University of Essex (UK) and Université Paris Nanterre (FR).

He speaks fluent English, French and Greek.

Rizal WIJONO

Head of Business Development & Sales at SYNCICAP Asset Management.

Based in Hong Kong, Rizal Wijono is an accomplished Asset Management Professional with a proven track record of 26 years in growing traditional Asset Management and Private Equity platform businesses successfully.

In his most recent initiative, Rizal Wijono helped Micro Connect founded by Mr. Charles Li (HKEx former CEO) and Gary Zhang (Oriental Patron Group) establish the Private Equity business and led the platform in obtaining HK SFC licensing as its main RO (Responsible Officer) and OMO Manager-in-Charge (Overall Management Oversight) to successfully launching the fund. In Tongfang Wealth Management (affiliated to Tsinghua University), he founded Fusion Asia Advisory that is affiliated to Fusion Partners, a Private Equity Fund ultimately acquired by Capricorn NV, a leading European PE platform investing in Europe and China.

Rizal Wijono held senior Directorship roles with various subsidiaries at Sun Hung Kai Financial Group where he led the alternative asset management business (peak AuM approx. US$ 1 billion). Prior to that he was a Regional Director at Deutsche Asset Management and ING Investment Management Asia Pacific over the course of 10 years. At ING he helped strategize the product development of its Asian product suite and in the later years focusing on its institutional and wholesale business development to see ING’s business grow from US$ 2 billion AuM to approximately US$28 billion throughout 10 countries in the Asia Pacific region.

Rizal Wijono grew up and is educated in Belgium. He graduated at the University of Antwerp in Applied Economics and obtained an MBA from the Xavier Institute of Management. He serves as an independent Advisor to the Board of reputable Family Offices and a large European NGO. He speaks 6 languages including English, Dutch, German, French, Putonghua and Bahasa Indonesia.

Xinghang LI

Head of Portfolio Management at SYNCICAP Asset Management, based in Hong Kong.

He has over 20 years of experience in the financial industry in Europe. He started his career at Rothschild & Co as an investment banker in Paris working on Private Equity and debt restructuring transactions for European and Asian clients. Prior to  joining Ofi Invest Asset Management, he was an analyst and fund manager at two top-tier French hedge funds focusing on the Asian equity and convertible bond markets. He joined Ofi Invest Asset Management in 2011 as Emerging Markets fund manager and became Head of Emerging Markets in 2016.

He holds a master’s degree in finance from ESCP Business School and bachelor’s degrees in Economics and French Literature in Wuhan University (China). He is a CFA Charter holder since 2008.

He is fluent in French, English and Chinese.

Jean-Marie MERCADAL

Chief Executive Officer of SYNCICAP Asset Management, based in Hong Kong.

He is also a Senior Investment Strategies Advisor for Ofi Invest. He has over 35 years of experience in asset management.

Jean-Marie joined Ofi Invest Asset Management in 2003 as deputy CEO and Chief Investment Officer. In his previous roles, Jean-Marie was a portfolio manager of balanced and asset allocation funds for more than 25 years and he has been a strategist and supervisor of portfolio managers and analysts.

He began his career at BFT in 1987 in fixed-income and equity arbitrage before joining Banque du Louvre in 1989 as CEO of Louvre Gestion.

He is a graduate of Toulouse Business School and speaks French and English.