2H 2023 Vietnam Market Update
08/09/2023
As at 30 August 2023, the Vietnam stock market has returned +18.9% Year-To-Date (YTD) in SGD terms as measured by the Ho Chi Minh index.
Macro Analysis:
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2H 2023 Market Outlook – Opportunities in Alternatives to China
30/06/2023
Global equity markets have continued to grind higher in the second quarter. Valuations of the US equity markets, particularly for mega technology stocks, have already
India Outlook 2023
12/04/2023
REALITY MEETS HYPE After 18 months of outperformance (Jun-21 to Dec-22) vs. the MSCI Asia ex-Japan Index, the India market has started to give up
2Q 2023 Market Outlook – A Game of Tug-of-War
04/04/2023
Headed into 2023, markets were rattled over global recessionary concerns. When February 2023 approached, the focus shifted to overheating and stickier-than-expected inflation. Just three weeks
2023 Market Outlook – The Hour Before Dawn
06/01/2023
2022 was a difficult year as markets priced in a war in Ukraine, persistently high inflation, record interest rate hikes in the US and an
India Market Update 2HFY23 – Deserving Performance
14/10/2022
In a very challenging year for global equity markets, the MSCI India is only down 1.9% year-to-date (ytd) (end Sep’22). MSCI Asia-ex-Japan is down -29%
4Q 2022 Market Outlook – Selective Investment Opportunities in Volatile Times Ahead
29/09/2022
The Federal Reserve became more hawkish during the September FOMC meeting as it signaled a faster pace of interest rate hike which would stay higher
2H 2022 Market Outlook – Navigating a Challenging Environment
16/06/2022
Our 2022 outlook piece at the beginning of the year was titled “Road Bumps Ahead” and markets have corrected since. Our view is that there
Japan Outlook – Market Update 2Q2022
30/05/2022
What are your current views on the Japanese equity market? What are some of the potential opportunities in the market and what are the risks
Vietnam Optimism Remains – Market Update 2Q2022
26/05/2022
The Ho Chi Minh Stock Index (VNINDEX) has fallen 19% in US Dollar (USD) terms since the start of 2022. The three factors that we
Riding on Global Megatrends – Singapore Equities in a new era of De-Globalisation and Geopolitical Uncertainty
27/04/2022
The Russian invasion of Ukraine in March 2022 is likely to usher a new period of volatility and uncertainty in geopolitics. Major reactions have been
2022 Market Outlook – Challenging Times Ahead
13/04/2022
The investment outlook has become more challenging with the escalation of the Russian-Ukraine conflict which would lead to higher inflationary pressures and force central banks
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