Asian equities

SINGAPORE (Dec 14): OCBC Investment Research is upgrading its call on DBS Group to “buy” with a higher fair value estimate of $27.40 based on 1.4 times FY18E book while projecting for the group’s earnings to rise 25% in FY18.

SINGAPORE (Nov 22): BlackRock is remaining “underweight” on Singapore given the bond-proxy nature of its market and its sensitivity to interest rate increases in the US, as well as on Malaysia for its stretched valuations and lack of interesting stock

(Oct 23): A client of mine was recently interested in a mutual fund that invests in Asian equities. It had a great investment track record and a solid manager; his main reservation was that it was denominated in British pounds (GBP). Given the continuing

(Aug 7): As interest in the US equity market wanes, Asian equities are back in vogue. Structural reforms and economic liberalisation in large markets such as China and India are expected to boost corporate earnings and investor sentiment. And growing cons

SINGAPORE (July 17): Deutsche Bank Wealth Management sees a modest rally in Asian equities over the next 12 months, on expectations of a supportive regional economic landscape and regional valuations.

SINGAPORE (June 22): Here are four key Asian demographic dynamics that could impact Asian equities in the coming years, according to a recent report by CIMB.

SINGAPORE (Jan 9): HSBC Global Research is advocating investors adopt a bottom-up approach to investing in Asian stocks and sectors this year.

Political risk will be a prominent feature next year while China, India and the value theme are likely to outperform in an environment of change and volatility.

SINGAPORE (Dec 12): Asian markets have rallied amid the initial euphoria of Donald Trump’s reflationary policies as the next US president but more changes are likely to be in store when investors step back to reappraise what lies ahead.

SINGAPORE (Oct 14): Although the Bank of Singapore remains “neutral” on Asian equities, the research house still prefers them over the developed markets (DM) of US, Europe and Japan, which have been ranked at “underweight”.