On September 17, 2025, Chief Executive John Lee Ka-chiu delivered the latest administration’s Policy Address at the Legislative Council. The report not only emphasized a balance between the economy and people’s livelihoods but also outlined a strategic blueprint for Hong Kong’s future in finance, innovation, industry, and globalization.

Amidst the market volatility and policy shifts of the first half of 2025, the eight core trends outlined in Noah ARK’s early-year CIO Report have been largely validated. This is evident across a range of developments, from the continued rise of AI to the counter-cyclical strength of gold and crypto assets, and the evolving global allocation paths for RMB-denominated assets.

Over the past decade, the primary market experienced an era of high-speed expansion, with capital chasing scale. Today, however, the primary market is shifting from "capital-driven growth" to "industrial value-driven growth," with funds increasingly flowing to top-tier managers with deep industry expertise and a global perspective. In the secondary market, a turning point in interest rates and liquidity has triggered a rapid repricing, where volatility is creating structural

Perspective shapes allocation. In the second half of 2025, understanding "technology-driven deflation" and balancing asset safety with growth potential have become pivotal capabilities for securing future success. In the latest NOAH | ARK H2 2025 CIO Report, Noah ARK introduced a next-generation asset allocation framework: a dual-track strategy that simultaneously targets inflation-hedged and deflation-hedged assets, while incorporating bridge assets to enhance portfolio flex

In 2025, the global macroeconomic landscape is being profoundly shaped by two contradictory yet intertwined forces. On one hand, high debt levels, fiscal expansion, and geopolitical frictions in major economies are driving inflationary pressures. On the other hand, "technology-driven deflation," led by AI, is emerging as a critical long-term variable reshaping the economic order.

China, Shanghai, 27 August 2025 -- Noah Holdings Limited ("Noah" or "the Company") (NYSE: NOAH, HKEX: 6686), a leading and pioneer wealth management service provider, has released its Noah Holdings | ARK Wealth H2 2025 CIO Report ("the Report"), which argues that geopolitical shifts and technological disruption, especially from AI, are setting the stage for a new era of capital markets dominated by technology-driven deflation logic.

At the recent NOAH's ARK Global Chinese Wealth Management and Inheritance Summit, a panel discussion themed "Alternative Assets...

This summit was not only a celebration of intellectual exchange but also a pivotal platform for Noah ARK to showcase its strategic vision and ecosystem to its global clientele. The event brought together an exceptional array of thought leaders: insightful academics, seasoned investors, family office leaders, senior executives from international asset management institutions, distinguished economists, and industry elites. Through dynamic dialogues and intellectual exchanges, t

At its core, investing is about navigating an uncertain world with a steady mindset. According to Blackstone, private real estate and private credit are two major themes that cannot be ignored in the future: private real estate offers low correlation with other asset classes and opportunities for valuation recovery, while private credit provides a broad range of investment opportunities and resilience against market volatility. These serve as defensive assets capable of deliv

According to the CIO Office of Noah Holdings, two key trends are shaping the current environment. First, U.S. dollar interest rates have declined from previous highs, making yields on money market funds increasingly unattractive. Looking ahead, the broader trajectory suggests further downside risk for rates. Second, volatility in the U.S. equity market has risen notably. Against this backdrop, investors holding U.S. dollar-denominated assets are faced with a pressing need to

In the early hours of March 20 (Beijing time), the U.S. Federal Reserve announced it would keep the federal funds rate steady at 4.25%–4.50%, marking the second pause in its rate-cutting cycle since it began monetary easing last September. U.S. equity markets welcomed the decision, with the Dow Jones Industrial Average rising 0.92%, the Nasdaq gaining 1.41%, and the S&P 500 closing 1.08% higher.

In today's AI technology boom, large language models and various AI applications continue to dominate headlines and increasingly permeate our daily lives. Some are bullish on the technology, while others question whether it's just another short-term bubble. Steven A. Cohen, founder of renowned asset management powerhouse Point72, believes that AI represents a "secular growth trend that's here to stay."

New York, KKR (Kohlberg Kravis Roberts & Co.) is one of the world's leading private equity (PE) firms, alongside Blackstone, Carlyle Group, and TPG.

On December 20, 2024, global semiconductor leader Broadcom (AVGO.US) achieved a significant milestone as its stock soared by 24%, pushing its market capitalization above $1 trillion for the first time. Since 2023, Broadcom has emerged as a key player in the AI investment boom, with analysts speculating it could become the first major challenger to NVIDIA’s (NVDA.US) dominance in the AI sector.