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Investing strategies
Stay actively invested in Greater China & Asia equities: Manulife
SINGAPORE (July 10): Asia ex-Japan equities have outperformed their developed market peers in the year to date, with the MSCI Asia ex-Japan index gaining 22.56% compared to just 9.88% for the MSCI World Index (developed markets), according to Bloomberg st
July 10, 2017
This fund manager left his job to teach computers to think like him
(June 28): Since he left his job as hedge-fund manager last year, Muhammed Yesilhark has spent his days teaching computers to pick stocks like he did in his 12-year career.
June 28, 2017
Aberdeen's 1,400% man in Asia on why his heart isn't in passive
(June 28): Hugh Young understands the appeal of passive investing -- it’s one of the faster-growing offerings at his firm, Aberdeen Asset Management Plc. But that doesn’t mean he likes it.
June 28, 2017
Reported tie-up with IMDA will deepen SGX’s ‘sector approach’
SINGAPORE (May 24): Singapore Exchange’s (SGX) impending tie-up with the Infocomm Media Development Authority (IMDA) will deepen the former’s so-called “sector approach” with four industries including technology, the focus of its listings strategy
May 24, 2017
Broker's Calls
Wilmar’s earnings to remain undeterred by China’s weak crush margins
SINGAPORE (April 11): DBS Vickers Securities is maintaining its forecasts for Wilmar International’s oilseed & grains pretax margin to average 1.9% this year from 1.4% in 2016. The research house is also keeping the counter at “hold” with a target p
April 11, 2017
RHT Health Trust says report of buyout by Fortis ‘speculative’
SINGAPORE (March 28): Fortis Healthcare, the major shareholder RHT Health Trust, assured the trustee-manager that Bloomberg’s article that it was planning a buyout of the Singapore-listed trust, was “speculative”.
March 28, 2017
Noble preps for a sale. Or at least its bonds do: Bloomberg Gadfly
SINGAPORE (March 7): If you believe the bond documents, Noble Group really is for sale.
March 07, 2017
Broker's Calls
GLP’s potential privatisation could be ‘strategic move’ for further asset control
SINGAPORE (Dec 2): UOB Kay Hian is maintaining its “buy” recommendation on Global Logistic Properties (GLP) with an unchanged target price of $2.40.
December 02, 2016
Commodities
Battered gold looks at risk of further thumping
SINGAPORE (Nov 30): The worst is yet to come. At least that’s the opinion of the top two gold forecasters who say bullion will suffer further losses in 2017 as interest rates climb and the dollar strengthens.
November 30, 2016