Practical analysis for investment professionals

Samuel Lum, CFA

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50 Posts


Samuel Lum, CFA, was director of Private Wealth and Capital Markets at CFA Institute, where he focused on wealth management and capital markets, mainly in an Asia-Pacific context.

Author's Posts
Financial Reform in Asia: Sector Must Shift from Master to Servant of Real Economy

Fung Global Institute President Andrew Sheng says the central challenge for financial reform is reining in the sector, which has grown too big.

Take 15: QFII, RQFII, and the IPO Pipeline: A New Era for China A-Shares? (Video)

With unprecedented changes in the foreign institutional investor quota and related rules, as well as the hint of further new policy moves by the government, the China A-Shares market is starting to attract investor interest once again.

Poll: What Is the Primary Factor Bringing Down the Price of Gold?

In a poll conducted earlier this week, we asked readers what was the primary factor in the recent decline in gold prices.

North Korea Nuclear Threat: Buy on the Dip?

Events on the Korean peninsula have been unfolding quickly. Is North Korea's latest sabre-rattling truly an investment risk? Or for those with a longer time horizon, is it a buying opportunity?

QFII and RQFII Liberalization: Changing Dynamics in the Greater China Capital Markets

Capital markets reform in mainland China, together with new cross-strait initiatives, are giving rise to considerable optimism that the investment services industry in Greater China is entering a bright new era.

Poll: What Policy Goal is the Most Important for China’s New Leadership?

Xi Jinping and others in China's new leadership team highlighted several policy goals in the 18th party congress in November. These likely will be ratified in next week's National People's Congress. In a poll conducted earlier this week, we asked readers which of the policy goals is the most important.

Robert Merton on Life-Cycle Investing and Retirement Funding (Webinar)

Increasingly, it is recognized that defined benefit plans are not sustainable, and traditional defined contribution schemes are not properly designed to meet core retirement goals of most individuals. Nobel Laureate Robert C. Merton conducted… READ MORE ›

The New Global Financial Order: Three Perspectives on Investing

India recently played host to a CFA Institute investment conference in Mumbai, in partnership with the Indian Association of Investment Professionals and the country's National Institute of Securities Markets. The event featured three internationally renowned speakers who presentations on the challenges of investing are highly relevant to investment practitioners everywhere.

Poll: What Effect Will Japan’s New Fiscal and Monetary Policies Have?

In a poll conducted earlier this week, we asked readers whether they thought the fiscal- and monetary-policy initiatives being undertaken by Japan's new government will lead the country out of the deflationary and slow-growth environment that has persisted for the past two decades.

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