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investment themes
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Investors 'cannot avoid' China as an investment theme despite slow reopening recovery
China's recovery might be slow-than-expected, but CSOP says that investors 'cannot avoid' China as an investment theme.
June 15, 2023
Investing strategies
'Golden era of innovation' to drive equity investment opportunities: Capital Group
Capital Group believes a slew of innovation-driven opportunities will emerge across the next decade for investors.
July 13, 2021
Investing strategies
Why Asian family businesses continue to dominate markets
SINGAPORE (Sept 12): The financial performance of Asia’s family-owned businesses is far superior to their peers in terms of growth and profitability, finds a recent report published by the Credit Suisse Research Institute (CSRI).
September 12, 2018
3 investment themes to consider in a world of dwindling volatility: BlackRock
SINGAPORE (July 26): The global economy is now settling into a cycle of synchronised and sustained economic expansion with an improved Eurozone outlook, ebbing deflation fears, and subdued financial market volatility.
July 26, 2017
Temasek's net portfolio value rises 14% to record $275 bil for FY17 ended March
SINGAPORE (July 11): Singapore state investment company Temasek has announced that its net portfolio value for the year ended March rose 14% to $275 billion.
July 11, 2017
4 key demographics and 5 investment themes for Asia
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.
June 22, 2017
Investing strategies
5 investment themes to prepare for the unexpected this year
SINGAPORE (Jan 10): Bank of Singapore (BoS) Chief Investment Officer (CIO) Johan Jooste is urging investors to adopt a cautious stance going into 2017, going “underweight” on risk assets and “overweight” in cash.
January 10, 2017
Broker's Calls
2017 is going to be a growth challenged year. Here’s how to prepare for it
SINGAPORE (Nov 21): UOB Kay Hian has set a modest 2017 year-end STI target of 3,000 in anticipation of “another challenging year ahead”.
November 21, 2016
Broker's Calls
‘Tis the season to ride the M&A wave
SINGAPORE (Nov 9): Following the recent spate of privatisation, UOB Kay Hian is casting the spotlight on the merger and acquisition (M&A) investment theme.
November 09, 2016