Hu You

Senior Research Analyst, Research & Portfolio Management, iFAST Singapore

Hu You is a senior research analyst from the iFAST Research & Portfolio Management Team. She provides research coverage on global macro themes for China and Japan as well as the broader Asian region. Besides publishing research articles for the iFAST Research Team, she has also contributed her views on local media platforms, such as Lianhe Zaobao, CNA938, Capital 95.8FM and 96.3FM. She graduated from Singapore Management University with a Bachelor of Science (Economics) with a second major in Finance.

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Japan Outlook 2H26: Rally isn’t over – but the winners are shiftingMacro Research

Japan Outlook 2H26: Rally isn’t over – but the winners are shifting

Japanese equities have delivered one of their strongest performances in decades. The key question now is whether this remarkable momentum can be sustained into 2H2026.

By  Hu You | 3 Days Ago |257 Views
NYSEEquityGeneralSmall to Medium CompaniesJapanJapan small cap2H2026LSENikkei 2252026 Outlook
Asia’s AI trade sell-off: A warning sign or healthy reset?Macro Research

Asia’s AI trade sell-off: A warning sign or healthy reset?

A sharp sell-off across Asian markets on 23 June reignited fears that the AI-driven rally may be running out of steam. We believe the market is undergoing a valuation reset, not witnessing the end of the AI cycle.

By  Hu You | 24 Jun 2026 |2973 Views
HKEXEquityGeneralSZSEAISelloffsAsian semiconductorTech
The three pillars behind China's export boom: AI, EVs and rare earthsMacro Research

The three pillars behind China's export boom: AI, EVs and rare earths

China’s exports surged to a record high in May 2026, driven by strong global demand for AI technologies, electric vehicles, and rare earth materials, underscoring its shift from low-cost manufacturing to high-value strategic exports.

By  Hu You | 12 Jun 2026 |2591 Views
HKEXChinaEquityGeneralEVExportRare earthAI
Fund Spotlight: Japan’s structural revival accelerates, this fund is well positioned to capture itFunds

Fund Spotlight: Japan’s structural revival accelerates, this fund is well positioned to capture it

Japan continues on its path toward a multi-year structural re-rating. In this article, we highlight the Amova Japan Equity SGD, a nearly 40-year-old active strategy that is well positioned to capture the country’s most significant transformation to date.

By  Hu You | 10 Jun 2026 |404 Views
AmovaEquityGeneralJapan
The Asia bull stumbles – but we believe it’s a reset, not a regime changeMacro Research

The Asia bull stumbles – but we believe it’s a reset, not a regime change

Three forces collided within 72 hours to derail Asia's hottest trade. What happened, who got hurt the most, and what should investors do next?

By  Hu You | 09 Jun 2026 |3365 Views
TaiwanHKEXEquityGeneralAsiaJapanSZSESemiconductorSouth Korea
Japan’s economic growth surprises in 1Q as all major engines turn positiveMacro Research

Japan’s economic growth surprises in 1Q as all major engines turn positive

Japan’s economy delivered a positive surprise in 1Q2026, with GDP growth beating expectations on the back of strengthening private consumption, robust exports, and higher public investment.

By  Hu You | 05 Jun 2026 |709 Views
EquityGeneralJapanNikkei 225
Fund Spotlight: A 6% income strategy that doesn’t miss equity rally Funds

Fund Spotlight: A 6% income strategy that doesn’t miss equity rally

Looking for stable income while still capturing long-term growth opportunities? The Allspring Global Equity Enhanced Income Fund may be a compelling solution.

By  Hu You | 29 May 2026 |3751 Views
GrowthEquityIncomeGlobal
Beijing shut the door on offshore brokers, is Hong Kong Tech at risk?ETFs

Beijing shut the door on offshore brokers, is Hong Kong Tech at risk?

China’s regulatory authorities have announced enforcement actions against major offshore-facing brokerage platforms serving mainland investors. Does this mark the beginning of another collapse in Hong Kong technology shares?

By  Hu You | 26 May 2026 |5753 Views
HKEXChinaChina tech
Japanese bond yields hit decade highs, what does it mean for equity investors?Macro Research

Japanese bond yields hit decade highs, what does it mean for equity investors?

Japanese bond yields have hit decade-high levels, triggering pressure on equities. What has happened, and how should equity investors position for this shift in the yield environment?

By  Hu You | 21 May 2026 |899 Views
EquityGeneralJapanBOJLSEJGBBond yield
Trump – Xi Summit: Positive optics, but hard questions remainMacro Research

Trump – Xi Summit: Positive optics, but hard questions remain

The May 2026 summit between US President Trump and Chinese President Xi struck a constructive tone, signalling a tentative stabilisation in US–China relations. Here are the key outcomes from the meeting and our key takeaways.

By  Hu You | 15 May 2026 |2841 Views
USDonald trumpHKEXChinaEquitySummitXi jingping