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Straits Times Index
Investing ideas
As bulls and bears remain asleep, stay put in high-yield and non-cyclical counters
'Either the share prices go up, or earnings will come down. Of course, we hope valuations will go up'
October 09, 2023
Right Timing
Focus remains on rising risk-free rates as equities flounder
Developed markets equities likely to be pressured by rising risk free rates which are higher for longer
October 06, 2023
Investing ideas
STI's 'sideways volatility' to stay but earnings growth and turnaround plays exist
DBS advocates positioning into selected stocks that can buck the trend through good earnings visibility
October 05, 2023
Right Timing
A rebound in local equities is unlikely to lift spirits
Short term oversold readings set to trigger a rebound for the STI as it gains strength against the Hang Seng Index
October 05, 2023
Right Timing
A mild retreat by risk-free rates won’t help equities to rally
With ADX at 13, the STI is likely to remain rangebound. Despite a minor top, 10Y US yields may resume their climb after a pause
September 29, 2023
Global Markets
The Fed has rained on the parade, but investing locally retains its positives
Assuming no turbulence, I am glad my Singdollar dividends will go much further when I head to France and Japan
September 28, 2023
Right Timing
Equity markets dictated by rising risk-free rates
Straits Times Index to remain rangebound as US risk-free rates continue to rise
September 22, 2023
Right Timing
Straits Times Index moves above resistance as investor focus moves to FPL
STI moves above resistance but remains hostage to global headwinds; FPL has attracted attention
September 15, 2023
Right Timing
Straits Times Index’s rebound could approach resistance soon
STI may continue to rally before facing resistance as risk-free rates in the US ease, but dampened by Chinese property defaults
August 31, 2023
Right Timing
Straits Times Index’s rebound continues, but risk-free rates remain elevated
STI could continue rebound to 3,245 but risk-free rates to remain elevated while US S-REITs pummel new lows
August 25, 2023