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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.
January 23, 2024
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.
July 14, 2022
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.
July 07, 2022
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.
June 02, 2022
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.
April 07, 2022
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
January 11, 2021
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.
November 27, 2020
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.
September 02, 2020
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
February 07, 2020
Markets
UOBAM favours US equities for resilient corporate earnings
There could also be opportunities within Singapore equities, says UOB Asset Management.
January 16, 2020