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.

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Asian semiconductor stocks are crashing. Here's why we're still buying.ETFs

Asian semiconductor stocks are crashing. Here's why we're still buying.

Asian semiconductor stocks just suffered their worst month in years, even as the companies behind them posted some of their strongest results on record. We explain why our conviction in Asian semiconductors hasn't wavered.

By  You Weiren, CFA | 3 Days Ago |2224 Views
TaiwanHKEXAsia SemiconductorSemiconductorSouth Korea
Told you so: The ceasefire is collapsing, and inflation is still climbingMacro Research

Told you so: The ceasefire is collapsing, and inflation is still climbing

Two weeks after we warned the ceasefire was fragile, the US and Iran are exchanging strikes again — and the inflation pressures we flagged have only strengthened, with the Fed now officially confirming one of them.

By  You Weiren, CFA | 14 Jul 2026 |3732 Views
SGXOilFixed IncomeHKEXChinaEquityGeneralNASDAQEnergySingaporeShort Duration BondChina TechSZSEShort DurationInternetAsia Ex-JapanQualityMiddle EastIranAsia Semiconductors
Meta is pivoting to cloud computing — is this the AI bubble bursting?ETFs

Meta is pivoting to cloud computing — is this the AI bubble bursting?

Meta's reported pivot to cloud computing triggered a sharp sell-off in chip stocks worldwide — but the data tells a very different story. We break down why the reaction overshot, and why Asian semiconductor stocks are still a compelling opportunity.

By  You Weiren, CFA | 03 Jul 2026 |3969 Views
TaiwanHKEXAsia SemiconductorSemiconductorSouth Korea
The US and Iran exchanged strikes again. Markets are not prepared for what comes next.Macro Research

The US and Iran exchanged strikes again. Markets are not prepared for what comes next.

Oil prices rose on Monday as the US and Iran agreed to stand down after a weekend of missile exchanges. Even if both sides have stood down, the inflation problem does not go away.

By  You Weiren, CFA | 29 Jun 2026 |3128 Views
SGXFixed IncomeHKEXChinaEquityGeneralNASDAQEnergySingaporeDigital EconomyShort Duration BondAsia SemiconductorSZSEShort DurationChina TechnologyInternetAsia Ex-JapanMiddle EastIran
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 |1120 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 |4262 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 |2754 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 |789 Views
SGXHKEXEquityGeneralNASDAQLSE
Rates are rising everywhere. Here is what to do with your portfolio nowMacro 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 |4310 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 |4752 Views
SGXNYSEOilTaiwanHKEXChinaEquityGeneralEnergySingaporeMalaysiaJapanAsia SemiconductorSouth KoreaAsia Ex-JapanMiddle East