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Noah Sin

Noah Sin - ​Investment Writer

Article 1 min read

Chart Room: Back to the future with hybrid EVs

Demand for hybrid EVs could dissolve once battery technology catches up in the next few years. Investors betting on the energy transition should pay attention.

Daichi Ban + 1 other | 18 July 2024

Podcast 26 min listen

The Investor's Guide to China podcast: The renminbi effect

In this episode, we turn our attention to something that affects almost every investor in China: a weakening renminbi.

Martin Dropkin + 5 others | 18 July 2024

Article 3 min read

What struggling couriers reveal about investing in China

The disconnect between Chinese express volume and courier stocks provides an important lesson for stock pickers adapting to a changing Chinese economy.

Reggie Pan + 2 others | 26 June 2024

Article 2 min read

Chart Room: Picking up the Hong Kong premium

Hong Kong has quietly grown its bond market into a quality haven in Asia. A window has opened for investors who want a piece of the action.

Terrence Pang + 2 others | 18 June 2024

Podcast 34 min listen

The Investor's Guide to China podcast: Healthcare

Chinese healthcare is a vast universe, spanning everything from biotech to traditional medicine.

Martin Dropkin + 6 others | 10 June 2024

Article 5 min read

Banks stand to win big in India and Indonesia’s dash for growth

In the race for growth, the banking sectors in two emerging Asian economies are proving uncharacteristically exciting.

Ian Samson + 3 others | 17 May 2024

Article 1 min read

Chart Room: Where the real yields are

Elevated real yields in parts of EMs offer more compelling fixed income opportunities than DMs - even as interest rates stay ‘higher for longer’ in the US.

Zhoufei Shi + 1 other | 3 May 2024

Podcast 31 min listen

The Investor's Guide to China podcast: Shareholder return

The story of China's economy has long been one of rapid growth. But investors are turning their attention to something more long-lasting: shareholder returns.

Catherine Yeung + 7 others | 24 April 2024

Podcast 34 min listen

The Investor's Guide to China podcast: Cities and migration

Where people live within China - and why - is fundamental to understanding the country’s changing demographics.

Catherine Yeung + 7 others | 11 March 2024

Article 2 min read

Chart Room: What Japan’s ‘mother machines’ tell us about the world’s manufacturing pulse

The recent trend in Japan’s machine tool orders paints a positive picture for manufacturing in 2024. But investors should be wary of unchartered territory.

Ruiheng Wang + 1 other | 22 February 2024

Podcast 30 min listen

The Investor's Guide to China podcast: China's bond market

Catherine Yeung and Marty Dropkin tackle a topic that often flies under the radar, but could in fact hold great potential for investors: China’s bond market.

Catherine Yeung + 7 others | 7 February 2024

Article 5 min read

How China keeps its debt in order

What is the fiscal firepower of the Chinese government? Depends on how much debt you think China really has. Our analysis is revealing.

Claire Xiao + 3 others | 25 January 2024

Article 6 min read

Changing of the guards in Chinese growth

Beneath the surface of a slower economy, a group of Chinese companies is starting to make inroads at home and abroad - with consequences for investors.

Monica Li + 1 other | 25 January 2024

Podcast 25 min listen

The Investor's Guide to China podcast: Transition materials

Exploring the critical role of transition materials — such as lithium and cobalt, essential to developing and deploying clean energy technologies.

Catherine Yeung + 7 others | 20 December 2023

Article 2 min read

Chart Room: China's solar non grata

Solar energy stocks in China rebounded as the country rekindled cooperation with the US on climate change. But we think investors’ optimism is misplaced.

Bunny Huang + 1 other | 24 November 2023

Article 2 min read

Chart Room: China’s tourists tiptoe out again

Where tourists went and how they spent during China's first ‘Golden Week’ holiday since zero-Covid ended says a lot about their confidence and changing tastes.

Peiqian Liu + 2 others | 19 October 2023

Article 3 min read

Field Notes: This Chinese dairy company is taking a grass-roots approach to reclaiming deserts

Deep in northern China, a dairy producer discovers that reclaiming desert land helps it build a more robust and sustainable business.

Tina Chang + 2 others | 9 October 2023

Article 2 min read

Chart Room: Building a bigger bloc of BRICS

With one country continuing to pull far more economic weight than everybody else, the significance of BRICS expansion will be more diplomatic than economic.

Paul Greer + 1 other | 13 September 2023

Article 2 min read

Chart Room: Cost deflation, China’s latest export

China’s undershooting post-pandemic recovery has stoked fears of deflation. Our Analyst Survey indicates that businesses are bracing for cost reductions.

Monica Li + 1 other | 3 August 2023

Article 2 min read

Chart Room: Why ‘work from anywhere’ doesn’t work everywhere

Our ESG Analyst Survey indicates that WFH is viewed favourably by most companies around the world. But there is one very big exception to the WFH trend: China.

Victoria Mio + 1 other | 28 June 2023

Article 1 min read

Chart Room: Shifting sands in China’s ESG landscape

Fidelity International's survey shows investors and customers are playing an increasingly important role in driving ESG strategies at Chinese companies.

Flora Wang + 1 other | 31 May 2023

Article 2 min read

Chart Room: Retail therapy for Japan’s ‘lowflation’ headache

The Bank of Japan has struggled to convince the public that inflation will stick. But recent data shows there could be a shift in consumers’ mentality.

Peiqian Liu + 2 others | 18 May 2023

Article 3 min read

Proxy plays on China’s consumer rebound are all the rage in Paris

Luxury companies have been among the biggest beneficiaries of China’s bounce and are delivering investors exposure without putting money in Chinese companies.

Taosha Wang + 3 others | 28 April 2023

Blog 2 min read

Chart Room: Will the renminbi’s stable attraction woo Asian partners?

While the market traditionally focuses on the renminbi’s performance against the US dollar, we think its relationship with Asian peers deserves more attention.

George Efstathopoulos + 2 others | 3 April 2023

Article 3 min read

Fundamentals: What’s next for China’s fully charged electric vehicle battery makers?

China's EV battery makers are facing overcapacity at home and increased competition abroad. But that could be a good thing - for green growth and consumers.

Eric Tse + 3 others | 29 March 2023

Blog 2 min read

Chart Room: Earnings, not valuations, will carry China’s rebounding markets forward

Improving corporate earnings are likely to take over from cheap valuations as the main driver in the next stage of the Chinese stock market's rebound.

Feng Han + 3 others | 23 February 2023

Article 1 min read

Chart Room: A hiring spree on the horizon in China

While much of the global economy appears at risk of recession, China is revving up a rebound that’s set to jumpstart the job market.

Reggie Pan + 2 others | 9 February 2023

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