You Weiren, CFA

Senior Portfolio Manager, Research & Portfolio Management

You Weiren joined iFAST in 2015 and currently serves as Senior Portfolio Manager of the firm’s discretionary managed portfolios, overseeing asset allocation decisions and the investment management process. He also heads the iFAST Research Team, which is responsible for investment research and analysis across asset classes, investment strategies, and geographical regions. 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. He sits on the firm’s investment committee, steering investment decisions for discretionary managed portfolios in Singapore and Malaysia. Weiren earned his honours degree in Business Administration from the National University of Singapore. He is also a CFA charterholder.

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This new Islamic fund returned 11.7% since inception. Should you buy in?Funds

This new Islamic fund returned 11.7% since inception. Should you buy in?

A defined 70/30 equity-sukuk mandate and a lower expense ratio have helped this new Islamic fund outpace the platform's only comparable peer since inception.

By You Weiren, CFA | 03 Sep 2026 |649 Views
Fixed IncomeEquityBalancedShariah-CompliantSukukIslamic FundsLSEIslamic ThemeShariahIslamic
The Middle East ceasefire is dead. Rates are likely to stay higher for longer.Macro Research

The Middle East ceasefire is dead. Rates are likely to stay higher for longer.

The Middle East ceasefire has collapsed with no clear path back. Sticky inflation and a bond market already pricing in persistent pressure — regardless of what the Fed does next — are pushing yields to multi-decade highs.

By You Weiren, CFA | 24 Aug 2026 |2017 Views
SGXOilFixed IncomeHKEXChinaEquityGeneralNASDAQEnergySingaporeDigital EconomyShort Duration BondAsia SemiconductorChina TechSZSEShort DurationInternetAsia Ex-JapanMiddle EastIran
Is AI demand real or a bubble? And what it means for Asia's chipmakersETFs

Is AI demand real or a bubble? And what it means for Asia's chipmakers

AI demand doubt has hammered chip stocks — but Asia's chipmakers are getting paid whether or not hyperscalers' bets pay off. Here's what that means for how we're positioned in Asian semiconductors.

By You Weiren, CFA | 12 Aug 2026 |6913 Views
TaiwanHKEXJapanAsia SemiconductorSemiconductorSouth Korea
Markets are celebrating a Hormuz deal. History says not to.Macro Research

Markets are celebrating a Hormuz deal. History says not to.

Every single attempt at diplomacy has failed. And even if this one succeeds, the shipping, insurance, and refining bottlenecks underneath it won't move quickly. Rates are more likely to stay higher for longer than markets currently expect.

By You Weiren, CFA | 06 Aug 2026 |882 Views
SGXOilInflationFixed IncomeHKEXChinaEquityGeneralNASDAQEnergySingaporeDigital EconomyShort Duration BondAsia SemiconductorChina TechSZSEInterest RatesShort DurationInternetAsia Ex-JapanMiddle East
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 | 24 Jul 2026 |4274 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 |4130 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 |4130 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 |3641 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 |1230 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 |4450 Views
NYSETaiwanHKEXAsia SemiconductorSemiconductorSouth Korea