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
Macro Analysis:
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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
Inflation – How High Can We Go?
16/03/2022
Inflation is at a 40-year high. Inflation has risen in many parts of the world. Here in Singapore, headline inflation was at a high of
How does the Russia – Ukraine conflict affect Asian markets?
04/03/2022
It is very unfortunate that the Russia–Ukraine conflict has escalated to such an extent and our hearts go to the people caught in this conflict.
10 Points on the Singapore Budget 2022 – Riding on Global Megatrends
02/03/2022
1. The Singapore Minister for Finance Mr. Lawrence Wong delivered his Budget Speech in Parliament on 18 February 2022. 2. Typically, every year, the
China Market Outlook 2022
17/02/2022
CHINA EQUITIES – TURNING AROUND Bottomline – It is time to invest into China equities China’s Central Economic Work Conference (CEWC) last December 2021 called
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