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Equity markets
Investing strategies
What to look for in equity markets as the business cycle ages
SINGAPORE (Sept 13): With the emergence of renewed geopolitical tensions, the upward incline of equity markets have come to a halt in August, even after a strong earnings season for 2Q.
September 13, 2017
In print this week
Volatility and risk are not the same thing
SINGAPORE (Aug 28): The recent spurt in volatility in equity markets should give investors pause.
August 29, 2017
Bank of America warns of an ‘ominous’ sign for stocks
(Aug 16): Money managers who’ve watched the surge in corporate profits take US equities to records are starting to fret about earnings growth, and that’s an “ominous” sign, Bank of America says.
August 16, 2017
Beware of rising yields on reverse QE
(Aug 14): There has been quite a bit of talk and concern surrounding the US Federal Reserve’s rate hikes and their potential negative impact on equity markets. I believe these concerns are misplaced.
August 15, 2017
Global Markets
Are global markets overvalued?
(June 20): Globally, equity markets have remained remarkably resilient despite the recent increase in geopolitical risks and related uncertainties.
June 20, 2017
Ready for rising rates
Koh Liang Choon, head of fixed income at Nikko AM Asia, says the region’s bond market is still growing fast on the back of higher demand and supply. He is raising exposure to US dollar-denominated corporate debt and may lengthen the duration of his port
February 27, 2017
Investing strategies
Why ‘Trumponomics’ continues to support markets, but not for long
SINGAPORE (Feb 22): Global equities, risk assets and bond yields are on the brink of seeing myriad changes depending on the geopolitical events and policies to come – according to Mark Burgess, chief investment officer (CIO) EMEA and global head of equi
February 22, 2017
Disillusion with Trump reflation offers a bump to emerging Asia
(Fab 10): As disillusion sets in among US Treasury traders about the Trump administration’s lack of progress on reflating the American economy, one major beneficiary is becoming apparent: emerging Asia.
February 10, 2017
Investing strategies
Equities performed within expectations in 2016. Will it be the same in 2017?
SINGAPORE (Feb 1): Bank of Singapore had been successful in predicting the trends in the equity markets in 2016, but concedes that the uncertainties from Donald Trump’s administration has made the job of making accurate market predictions far more diffi
February 01, 2017