2023 Asia Market Outlook
03/03/2023
In this episode, our co-head of Asian equities, Thio Siew Hua, shares her views about the change in market sentiment since the start of 2023.
market outlook:
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2023 Market Outlook – The Hour Before Dawn
12/01/2023
Happy 2023! Lim Yuin, our Chief Investment Strategist, joins us on the first episode this year to discuss his market outlook for 2023 and how
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
Vietnam Market Update – 4Q 2022
17/10/2022
RECENT NEWS Despite Russia’s war in Ukraine starting February and the first US Fed rate hike in March this year, the Vietnam stock market held
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
Second Half 2022 Market Outlook
24/06/2022
Back with a bang! In this episode, we discuss our 2H2022 market outlook with our Chief Investment Strategist, Lim Yuin. He recently published a piece
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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