Hainan Meilan International Airport

No Tesla, no Bitcoin, no vaccines. Yet our 2020 portfolio hit 98.1% - THE EDGE SINGAPORE

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No Tesla, no Bitcoin, no vaccines. Yet our 2020 portfolio hit 98.1%

Our portfolio of 10 global stocks beat the benchmark. See how each individual stock performed.

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Hainan airport operator breezes through lockdown

HMA was the top performer among our top 10 stock picks, with a 109.5% return in six months, significantly outperforming the other two benchmark indices, the Hang Seng and MSCI Hong Kong.

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Top 10 global stocks mauled by market but outperform indices

On average, as a group, the 10 stocks have outperformed the market indices, but were unable to outrun market sentiment.

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10 global picks in an 'unloved' bull run

SINGAPORE (Jan 23): Technological disruption used to be feared but in today’s context, unpredictable politics is more worrisome. Already, world geopolitics, in the two decades after Sept 11, 2001, has faced plenty of uncertainty. But with US president

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10 global picks: Hainan Meilan International Airport

Its previous association of the HNA Group, which suffers from a crushing debt burden caused by over-expansion, has caused investors to shy away,unfairly, and therefore, pushing valuations down to levels that can’t be ignored

Investing ideas

Taking stock of 2019's investing ideas

SINGAPORE (Jan 17): Throughout 2019, we wrote about many investing ideas. We had six conviction picks based mainly on valuation and business outlook, and a seventh, Great Eastern Holdings. The stocks were picked from screenings through various sectors so
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