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Portfolio
Global stocks
Awaiting catalysts: China’s post-reopening recovery has disappointed but experts see better prospects ahead
There are obvious concerns, but there are also enough reasons for them to stay positive about China
July 13, 2023
Global stocks
BYD: Tesla-beater builds up stronger position amid competition
BYD has gone from strength to strength, observes OCBC Investment Research
July 13, 2023
Global stocks
China Railway Construction: Undervalued giant chugs ahead; seen to be more selective
The post-pandemic business environment should bode well for the company
July 13, 2023
Global stocks
China Telecom: Industrial digitalisation to lead new growth
Besides a strong hold on the consumer market, China Telecom is capturing new growth in the enterprise market
July 13, 2023
Global stocks
Ping An Insurance Group: Riding safely on structural recovery
The company has overwhelming positive ratings from analysts
July 13, 2023
Global stocks
Sinotruk Hong Kong: Heavy-lifter pulling ahead in the sector
In a sign of its pricing power amid the rather competitive market, Sinotruk managed to increase its average selling price
July 13, 2023
Investing strategies
Investors risk making a classic portfolio mistake
There are a lot of moving parts in asset allocation
January 19, 2023
Investing strategies
Invest in timberland, benefit the climate
Timberland has proven itself a compelling asset class
March 31, 2022
Results
Sasseur REIT sees 32% increase in 1Q21 DPU following better sales
10% of Sasseur REIT's distributable income was retained for asset enhancement initiatives (AEIs) and expansion plans.
May 12, 2021
Results
ARA H-Trust reports NPI of US$0.4 mil in 1Q business update
In its outlook statement, the trust sees “restored confidence” as it sees the US fiscal stimulus driving recovery in US hotels.
May 06, 2021