US equities

US stocks

2023 demonstrated the importance of US equity exposure for Asia's investors

The S&P 500 was a standout performer last year, posting a 26% total return and offsetting its 18% loss in 2022.

Tong's Portfolio

Switch to Chinese from US equities paying off

Again, we expect EM equities may well underperform in the near term, but we believe they will outperform over a longer period.
Overweight China, US and Japan equities; diversify into gold and commodities - THE EDGE SINGAPORE

Investing strategies

Overweight China, US and Japan equities; diversify into gold and commodities: DBS

Find out why the bank also thinks that simply holding cold, hard cash is not a viable strategy, even with rising interest rates.

Tong's Portfolio

Rebalanced…reduced US and increased Chinese equity exposure

Supply disruptions and shortages are, by and large, beyond the control of central banks.

Investing strategies

Investors should not ignore opportunities in China equities and credit, says Amundi

There are many interesting opportunities in China that investors can explore.
BOS bullish on US equities as ‘blue wave’ brings on a ‘stimulus wave’ - THE EDGE SINGAPORE

Broker's Calls

BOS bullish on US equities as ‘blue wave’ brings on a ‘stimulus wave’

The “blue wave” will be bullish for risk assets, pushing up Treasury yields despite a bearish outlook for USD
Mine for growth in emerging markets, but don't underestimate Uncle Sam - THE EDGE SINGAPORE

Investing ideas

Mine for growth in emerging markets, but don't underestimate Uncle Sam

In a low-growth environment, investors, facing limited choices, are willing to pay top dollar for growth stories.

Global Markets

China’s stock market boasts a broader rebound than the record-setting rally in US equities

The CSI 300 Index has 79% of its members trading above their 200-day moving average, almost twice the five-year average. By contrast, the figure for the S&P 500 Index is 62%, a sign of fewer stocks buttressing the rally there.

US Presidential Race

US presidential election and markets: It’s complicated

(Feb 7): For investors carefully considering the 2020 geopolitical calendar and its potential risks, one event looms larger than most. With the major policies of the leading Democrat presidential candidates advocating a stark shift towards a progressive a

Markets

UOBAM favours US equities for resilient corporate earnings

There could also be opportunities within Singapore equities, says UOB Asset Management.
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