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Asia Investment Strategy Team

Industry-leading insights and investment advice

Joshua Lewin

Head of Investment Strategy, APAC

Weiheng Chen

Global Investment Strategist

Cynthia Chou

Asia Equity Strategist

Timothy Fung

Head of Asia Equity Strategy

Cameron Chui

Asia Equity Strategist

Yuxuan Tang

Head of Asia Rates and FX Strategy

John Li

Head of Asia Fixed Income and Credit Strategy

Winnie Jiang

Asia Credit Strategist

Our Mission

The Asia Investment Strategy Team provides industry-leading insights and investment advice to help our clients achieve their long-term goals. They draw on the extensive knowledge and experience of the team’s economists, investment strategists and asset-class strategists to provide a unique perspective across Asia and global financial markets.
50+
Dedicated professionals globally
10+
Dedicated professionals in Asia
40+
Markets and asset classes covered

Asia Strategy Focus

Investment Strategy

The Case for Hong Kong Real Estate

Hong Kong housing is at or near a bottom. Lower rates, an equity rebound, and returning mainland buyers are lifting prices. Headwinds remain, but fundamentals signal an inflection point.
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Investment Strategy

2026 Asia Mid-Year Outlook

From AI Boom to Energy Resilience: The Next Phase of Asia's Growth Story
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Investment Strategy

Can Asia Tech Continue to Outperform?

In this piece, we highlight why we continue to remain constructive on the durability of AI spending, and dive into our view on each of the major markets in Asia – Taiwan, South Korea, and China.
Read More

Our area of expertise

Cross-asset and portfolio construction strategy

TBD

Equities

TBD

Macro, fixed income, currencies and commodities

TBD

Alternative investments

TBD

• Cross-asset and portfolio construction strategy

• Equities

• Macro, fixed income, currencies and commodities

• Alternative investments

Latest insights

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Economy & Markets Aug 28, 2026

U.S. earnings are exceptional. Stocks are playing catch-up.

We’re experts in diversifying beyond traditional markets for your benefit

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