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US election
Positioning for the recovery
Invest in 'long term winners' and position for power catch-up, says UBS
UBS expects Asia to do well in the post Covid world, and advises investors to also look toward industrials and cyclicals in 2021.
December 24, 2020
Special Event
Prepare for gradual post-Covid recovery, but don’t bet on return to 'normal'
“My guess is that you cannot apply the traditional way of looking at bricks-and-mortar stores to the tech space.”-Howie Lee, OCBC
December 11, 2020
Tong's Portfolio
Without real yield, when will investors switch out of bonds?
There is ample liquidity in the world, while interest rates will remain near zero with monetary policies staying extremely loose.
November 06, 2020
Global Markets
US futures, Asian stocks rise ahead of US election
US futures and Asian stocks rose Tuesday, while currency traders braced for increased for increased volatility.
November 03, 2020
Global Economy
Briefs
This week: Second Covid-19 wave in Europe, former KTL Global CEO charged for cheating and false trading.
October 30, 2020
US stocks
BlackRock shorts US dollar for Asian currencies regardless of Trump or Biden win
BlackRock is shorting the dollar on expectations that unprecedented fiscal and monetary stimulus will prolong its losses.
October 27, 2020
US Presidential Race
Covid-19 in the White House is startling, but a contested election would be worse
"We believe it is time for caution but not panic,” says Bank of Singapore (BOS) Head of Investment Strategy Eli Lee.
October 05, 2020
US Economy
Trump-Biden election debate kick off amid investors' concerns on prolonged uncertainty following Trump's refusal to commit to election outcome
S&P 500 index futures lifted 0.6% during the debate as both candidates landed blows in early exchanges.
September 30, 2020
Global Economy
Covid-19 brings the end of US exceptionalism
The shock the pandemic has wrought on the world’s economies could usher in a decade of “de-dollarisation”.
September 25, 2020
Global Markets
Assessing the risk scenarios: Selloff. Rebound. Now what?
One of the biggest fears in the markets now is a second Covid-19 wave. A second confinement period to halt another outbreak is of particular concern, as it would halt economic activity again and destroy the nascent recovery.
July 03, 2020