You Weiren, CFA

Manager, Stocks & ETFs Research

Weiren joined iFAST in 2015 and currently heads the Stocks & ETFs research team, providing analysis and research coverage on companies listed on the US, Singapore and Hong Kong stock markets. He is also part of the portfolio management team that oversees the firm’s discretionary portfolios. Besides contributing his views to the local media, including Capital 95.8FM, Lianhe Zaobao and Channel News Asia, Weiren also speaks frequently at investment seminars and events. Weiren earned his honours degree in Business Administration from the National University of Singapore. He is also a CFA charterholder.

Read More
Share
Category
Latest (Date)
The Iran deal is done, but oil isn't going back to USD 65. Here’s why. Macro Research

The Iran deal is done, but oil isn't going back to USD 65. Here’s why.

Markets celebrated the US-Iran ceasefire with a surge in Asian equities and a sharp drop in oil — but the physical supply picture hasn't changed. A deal will not bring oil back to USD 65.

By You Weiren, CFA | 15 Jun 2026 |611 Views
SGXUSNYSEOilTaiwanHKEXChinaEquityGeneralNASDAQEnergySingaporeJapanDefenceDigital EconomyAsia SemiconductorLSESemiconductorInternetSouth KoreaAsia Ex-JapanQualityMiddle EastIran
Broadcom's miss sparked fears the AI trade is over. Is it? ETFs

Broadcom's miss sparked fears the AI trade is over. Is it?

Broadcom's disappointing outlook sent the semiconductor sector into a sharp selloff. Is this a sign the AI trade is over?

By You Weiren, CFA | 05 Jun 2026 |3838 Views
NYSETaiwanHKEXAsia SemiconductorSemiconductorSouth Korea
The Gulf is escalating and a deal is nowhere in sight. Here is what to do. Macro Research

The Gulf is escalating and a deal is nowhere in sight. Here is what to do.

The Gulf escalated on 3 June — two US alliance-partner capitals struck in a single night — raising fears that the managed ceasefire could tip back into full-scale fighting. A deal may still be coming — here is how to position before and after it arrives.

By You Weiren, CFA | 05 Jun 2026 |2592 Views
SGXUSNYSEOilTaiwanHKEXChinaEquityGeneralNASDAQEnergySingaporeJapanDefenceDigital EconomyAsia SemiconductorLSESemiconductorInternetSouth KoreaAsia Ex-JapanQualityMiddle EastIran
A deal won't bring oil back to USD 65. Here is what investors should do instead. Macro Research

A deal won't bring oil back to USD 65. Here is what investors should do instead.

Markets are pricing a US-Iran deal as the end of the energy crisis — but the physical damage to Hormuz, the inventory drawdown, and the inflation already running through food prices and utility bills are consequences that a deal cannot reverse.

By You Weiren, CFA | 29 May 2026 |690 Views
SGXHKEXEquityGeneralNASDAQLSE
Rates are rising everywhere. Here is what to do with your portfolio now Macro Research

Rates are rising everywhere. Here is what to do with your portfolio now

Inflation is proving harder to kill than markets expected — and global central banks are all moving toward rate hikes simultaneously in response. Here is what is driving it, how serious the risk is, and what to do with your portfolio now.

By You Weiren, CFA | 19 May 2026 |3705 Views
SGXUSKoreaInflationHKEXChinaEquityGeneralNASDAQEnergySingaporeJapanEuropeDefenceAsia SemiconductorInterest RatesLSEAsia Ex-JapanMiddle EastIran
Oil soars past USD 125 on extended blockade. What it means for your portfolio. Macro Research

Oil soars past USD 125 on extended blockade. What it means for your portfolio.

Oil has surged past USD 125 as Trump warns blockade could last for months. What we have now is neither war nor peace. It is an economic war of attrition. Here is the right portfolio response.

By You Weiren, CFA | 30 Apr 2026 |4630 Views
SGXNYSEOilTaiwanHKEXChinaEquityGeneralEnergySingaporeMalaysiaJapanAsia SemiconductorSouth KoreaAsia Ex-JapanMiddle East
The energy hedge did its job. Here is what to do next. ETFs

The energy hedge did its job. Here is what to do next.

The hedge did its job. Holding it further means paying insurance for a risk that has materially lowered while Asia's structural winners are already running without you.

By You Weiren, CFA | 21 Apr 2026 |3323 Views
SGXNYSEOilFixed IncomeHKEXEquityGeneralCommoditiesEnergyShort DurationMiddle East
Hormuz opened. Then reclosed. Four moves to make with your portfolio either way. Macro Research

Hormuz opened. Then reclosed. Four moves to make with your portfolio either way.

The Strait of Hormuz opened — and reclosed within 24 hours. One of our views has changed while everything else holds. Here are the four portfolio moves that hold regardless of what happens next.

By You Weiren, CFA | 18 Apr 2026 |3692 Views
SGXNYSEOilTaiwanHKEXChinaEquityGeneralEnergySingaporeMalaysiaJapanAsia SemiconductorSouth KoreaAsia Ex-JapanMiddle East
Gold fell 11.7% during a war. Should you still own it? ETFs

Gold fell 11.7% during a war. Should you still own it?

Gold was supposed to be the ultimate crisis hedge — yet it fell harder than equities during the worst geopolitical shock in decades. We examine why, and what it means for your portfolio.

By You Weiren, CFA | 16 Apr 2026 |3895 Views
NYSEOilFixed IncomeGeneralEnergyGoldShort DurationLSEMoney MarketMiddle East
Oil fell 14% on the ceasefire. Before you exit the energy hedge, read this. ETFs

Oil fell 14% on the ceasefire. Before you exit the energy hedge, read this.

Oil fell 14% on the ceasefire. The instinct to take profits and exit the energy hedge is understandable. It is also premature. This article explains why.

By You Weiren, CFA | 10 Apr 2026 |2653 Views
NYSEOilCommoditiesEnergyLSEMiddle East