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cyclicals
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
Right Timing
Cyclicals recover, setting upside targets
Cyclical blue chips Keppel Corp, City Developments and CapitaLand are in the process of, or have broken above base formations.
November 20, 2020
Tong's Portfolio
Rotating to cyclicals on earlier-than-expected Covid-19 vaccine
Russia sparked a mini shockwave that reverberated around the world this month when it registered the world’s first Covid-19 vaccine for public use.
August 21, 2020
Broker's Calls
REITs and developers to ‘buy’ on improving economic fundamentals
SINGAPORE (March 17): As global economic fundamentals begin to improve, DBS Vickers Securities is expecting prices to be supported for Singapore REITs (S-REITs) in the near term given earlier fears that the Fed would be more hawkish.
March 17, 2017