Mid-Year Review 2026

With hundreds of funds and ETFs available to investors, product selection should not rely on performance alone. The Recommended Funds List and ETF Focus List provide investors with a practical reference for identifying suitable investment options across different markets and asset classes, using a disciplined methodology that considers return, risk, charges, liquidity and product structure.

Chia Wen Qi

Research Analyst
FSMOne Malaysia

Bubble or breakthrough? As AI demand accelerates, semiconductor companies have become some of the biggest winners of the global technology cycle. We unpack what is driving the semiconductor boom — from AI chips and memory demand to the equipment behind the world's most advanced technology — and explore where opportunities may still exist.

Kok Jun Yong

Research Analyst
FSMOne Malaysia

Japan is shifting into a powerful new growth cycle, driven by structural reform, rising wages, and stronger corporate earnings. With domestic demand rebounding and valuations still attractive, Japanese equities are well positioned for a potential sustained upside.

Yasuo Kono

Senior Product Specialist
Amova Asset Management Asia Limited
Representing AHAM Asset Management Berhad

Asia ex-Japan equities remain attractive with strong earnings, supportive flows and structural growth from AI and energy transition. Despite geopolitical risks, investors can benefit from buy-on-dips opportunities, focusing on technology, industrials and selected China AI beneficiaries.

Lee Chun Hong

Chief Investment Officer, Equities
Principal Asset Management Berhad

Global markets started 2026 strongly on resilient growth, AI momentum, and easing-rate expectations. However, Middle East tensions drove energy prices higher, reigniting inflation and complicating central bank policy. With limited fiscal support capacity, investors should focus on opportunities in AI, infrastructure, commodities, and sectors with strong structural growth and pricing power.

Christopher Kok Keng Fai, CFA

Head of Equities, Investment
Kenanga Investors Berhad

The past year delivered one of the most powerful equity rallies in recent memory, led by AI and the semiconductor complex. Markets have priced in a great deal of optimism — the question now is what comes next.

Kevin Khaw Khai Sheng, CFA

Assistant Manager, Research
FSMOne Malaysia

Christopher Kok Keng Fai, CFA

Head of Equities, Investment
Kenanga Investors Berhad

Yasuo Kono

Senior Product Specialist
Amova Asset Management Asia Limited
Representing AHAM Asset Management Berhad

Lee Chun Hong

Chief Investment Officer, Equities
Principal Asset Management Berhad

Join Ken Tan to explore a differentiated tech strategy beyond mega caps. The fund targets AI-driven growth while investing in companies solving key environmental and social challenges. Since launch, iSFT has significantly outperformed QQQ and MSCI ACWI. Includes outlook, positioning, performance review and Q&A!

Ken Tan

Associate Director, Investment Specialist — Equity, Asia Client Group
Janus Henderson Investors
Representing RHB Asset Management Sdn Bhd

As global capital shifts, China enters a phase of opportunity. AI is moving from hype to earnings, energy is becoming a driver, and healthcare is evolving from “Made in China” to “Invented in China”. This session highlights where value is emerging and how investors can position for the next cycle.

Yap Chee Ken

Head of Investment Services
Eastspring Investments Berhad

Singapore's stock market has long been known as steady and income-generating — but a quieter transformation is underway. We make the case that Singapore is no longer just a defensive allocation and explain why STI 6,000 by 2028 is achievable on fundamentals alone.

Tan Qiuyi Charmaine

Research Analyst, Research & Portfolio Management
FSM Global, Singapore

The AI trend keeps gathering pace, inflation is proving sticky, and Asian markets are re-rating fast. Bring your toughest questions and put them straight to our research and portfolio team, live and unscripted — from Singapore equities and the STI to global technology, software, Europe and Vietnam, plus the thinking behind our Managed Portfolios.

Lim Chin Yen, CFA

Senior Analyst, Portfolio Management
FSMOne Malaysia

Alwyn Chew Chuan Shyn

Assistant Manager, Research
FSMOne Malaysia

Tan Qiuyi Charmaine

Research Analyst, Research & Portfolio Management
FSM Global, Singapore

Paul Yong Rajan

Portfolio Manager
FSMOne Malaysia

This soon to be launched managed portfolio is designed to provide a steady, consistent stream of income with no lock-in periods. Income from one source isn't a strategy — it's a risk. That's why we built three: global bonds, equities, and income strategies. When one source slows down, the others carry it.

Julian Lim Teik How, CFA

Portfolio Manager
FSMOne Malaysia

Markets move unpredictably, but your income doesn't have to. As rising yields and geopolitical uncertainty bring bonds back into focus, discover how bonds can offer stability, diversification, and steady returns in uncertain times.

Teoh Theng Kian

Research Analyst, Global Fixed Income
FSMOne Malaysia

Join this interactive session to find out where investors commonly lose out and discover simple FSMOne actions to capture more value.

Sean Lian

Assistant Director, Client Investment Specialist
FSMOne Malaysia