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economic recovery
Global review
Are we glimpsing the light at the end of the tunnel?
The lesson of 2020 for investors is that staying invested and rebalancing is more often than not the right move.
January 08, 2021
Investing ideas
Vaccine rollouts create valuation gaps for investors
Investors should seize on valuation gaps ahead of market pricing given the successful rollout of Covid-19 vaccines, says Aberdeen,
December 18, 2020
Tong's Portfolio
Synchronised global recovery will drive stocks higher in 2021. Stay invested.
Vaccination and immunisation will pave the way for a robust economic recovery.
December 18, 2020
Tong's Portfolio
While manufacturing and exports have largely recovered, services lag behind
The tech sector has been somewhat of a laggard of late, amid investor rotation into cyclicals.
December 04, 2020
Tong's Portfolio
Global economic recovery will be stronger than expected
Amid all the grim Covid-19 headlines, stock prices have continued to move higher.
November 20, 2020
China Focus
Slower than expected Q3 does little to dampen Chinese growth recovery
While services are still shaking off the impact of the virus, manufacturing is back to pre-pandemic levels.
October 19, 2020
SE Asian economies
A global recovery is underway but how much will it benefit Asia?
A global recovery looks underway but Asia won't benefit much from the rebound in coal, iron ore and copper prices.
September 18, 2020
Covid-19
Hope and imagination key to surviving past 'Nike-shaped' Covid-19 recovery
Businesses need to position themselves for the post Covid-19 economy by undertaking agile business transformation.
August 07, 2020
Tong's Portfolio
The market is right about a stimulus-augmented V-shaped recovery
Stocks have continued to rise despite dismal economic data and corporate earnings, political worries and street protests in the US, renewed US-China trade war tensions as well as pandemic uncertainties.
June 12, 2020
Broker's Calls
'Light at the end of the tunnel' for S-REITS even as government mulls rental waiver bill: DBS
DBS Group Research analyst Derek Tan terms the measures in the Fortitude Budget to be a “targeted approach” by the government to aid the recovery of SME tenants during and after the circuit breaker period.
May 28, 2020