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2H2024 outlook
Economic outlook
Chinese, Indian stocks favoured over Japan in Asia’s 2H2024
Over half of respondents said Asian equities are likely to outperform their US counterparts through the end of 2024.
July 06, 2024
Investing strategies
Lombard Odier sees three rate cuts for 2H2024, stays neutral on equities and overweight on fixed income
The private bank sees a 70% probability of a soft landing, causing a disinflationary boom with a range-bound US dollar path.
May 17, 2024
Investing strategies
Look out for rotation from growth into value areas for 2H2024: IG Asia strategist
The STI, which “really has been lagging in performance”, might finally begin to see a catch up, says Yeap.
May 17, 2024