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risk-free
Right Timing
STI’s upside from breakout remains valid as risk-free rates fade, but stay watchful for FOMC
STI's breakout and upside remain valid as risk-free rates start easing, and PBOC, new fund trigger rally in Hang Seng Index
January 26, 2024
REITs
Operationally, S-REITs have to navigate higher cost of debt despite rate cycle peak
Operationally, S-REITs still have to contend with higher cost of debt, lower ICRs despite peak in interest rate cycle
January 08, 2024
Right Timing
Local market's recovery intact but are Chinese equities undervalued?
The local market's recovery remains intact as market watchers claim Chinese equities are undervalued
January 05, 2024
Right Timing
Markets, including STI to remain skittish despite oversold readings
Markets to remain skittish; too early to call a bottom despite oversold readings as risk-free rates stay at 13 year high
October 27, 2023
Right Timing
A mild retreat by risk-free rates won’t help equities to rally
With ADX at 13, the STI is likely to remain rangebound. Despite a minor top, 10Y US yields may resume their climb after a pause
September 29, 2023
Right Timing
Straits Times Index’s rebound could approach resistance soon
STI may continue to rally before facing resistance as risk-free rates in the US ease, but dampened by Chinese property defaults
August 31, 2023
Right Timing
As risk-free rates rebound, the market’s rally could slow
US risk-free rates rebounded off a support area, pressurising equity markets
July 21, 2023
Right Timing
Equity markets recover in the shadow of economic clouds
Equity markets are rebounding in the shadow of slowing economic growth
April 14, 2023
Right Timing
Volatility to persist despite rebound by STI
Although the STI rose 29 points week-on-week, volatility is likely to persist
March 24, 2023
Right Timing
Short-term pause persists, Straits Times Index to head higher later
The STI may still be consolidating following its breakout. The uptrend should resume in a few days.
February 03, 2023