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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Fund Spotlight: Unlocking Japan's overlooked small-cap opportunitiesFunds

Fund Spotlight: Unlocking Japan's overlooked small-cap opportunities

Japan's small-cap market is benefiting from AI-driven industrial investment, improving domestic demand, and ongoing corporate governance reforms. The BNP Paribas Japan Small Cap fund leverages nearly three decades of specialist expertise to uncover overlooked companies positioned to benefit from these long-term trends.

By  Hu You | 17 Jul 2026 |1673 Views
Small CapEquitySmall to Medium CompaniesJapanBOJCorporate reformAIBNP Paribas
Asia and EM Outlook 2H26: AI powers the next leg higher as valuation remains attractive Macro Research

Asia and EM Outlook 2H26: AI powers the next leg higher as valuation remains attractive

Asian and emerging market equities are well positioned to build on their strong first-half performance, underpinned by the structural AI investment cycle and attractive valuations.

By  Hu You | 15 Jul 2026 |3881 Views
TaiwanChinaAsiaIndiaAsian semiconductorSouth Korea2026 Outlook
Top Equity Funds [2Q26]: The energy trade fades, semiconductor takes the batonFunds

Top Equity Funds [2Q26]: The energy trade fades, semiconductor takes the baton

As geopolitical tensions eased in 2Q26, investors rotated decisively from energy into AI, propelling semiconductor-focused funds to the top of the performance rankings. With the AI rally back in full swing, where are the best investment opportunities for 2H2026?

By  Hu You | 10 Jul 2026 |2640 Views
TaiwanJapanTop Equity FundSouth KoreaTop Equity MarketsAsia Ex-Japan
Alibaba’s share price jumped 12% in a single day. Is China tech making a comeback?Macro Research

Alibaba’s share price jumped 12% in a single day. Is China tech making a comeback?

Alibaba's 12% surge may be more than a relief rally. As investors rotate out of crowded semiconductor trades, Chinese internet stocks are back on the radar. With valuations still attractive, the sector offers compelling diversification and long-term upside.

By  Hu You | 09 Jul 2026 |3305 Views
SGXHang Seng TechHKEXEquityGeneralChina TechRotationAlibaba
The Japanese Yen is at a 40-year low. Has the market gone too far?Macro Research

The Japanese Yen is at a 40-year low. Has the market gone too far?

Despite the Bank of Japan's latest interest rate hike, the Japanese yen has fallen to its weakest level against the US dollar in four decades, breaching JPY162 per USD. Why has the yen remained so weak, and can it recover in the second half of 2026?

By  Hu You | 03 Jul 2026 |1477 Views
EquityGeneralUsd Small to Medium CompaniesJapanJapanese yenCurrency
Don’t mistake the pullback: Why Asian defence’s growth thesis remains intactETFs

Don’t mistake the pullback: Why Asian defence’s growth thesis remains intact

Recent headlines have weighed on Asian defence stocks, but the sector's long-term growth drivers remain firmly in place. We explain why the latest pullback does not undermine the investment thesis and present an attractive entry point for long-term investors.

By  Hu You | 02 Jul 2026 |731 Views
TaiwanNASDAQIndiaDefenceAsia defenceSouth Korea
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 | 26 Jun 2026 |3315 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 |3822 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 |2922 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 |664 Views
AmovaEquityGeneralJapan