strategy

DBS advocates positioning into selected stocks that can buck the trend through good earnings visibility

"We still think the consensus is too sanguine on the outlook for risk assets."

SINGAPORE (Feb 7): CIMB Research is keeping its STI target of 3,600 intact for now, with expectations of 8% earnings per share (EPS) growth for 2018, along with more earnings upgrades ahead in the non-REIT earnings season.

SINGAPORE (Dec 22): DBS Group Research is positive on both developed and emerging economies for the year ahead despite the anticipated tightening of central bank liquidity.

SINGAPORE (Dec 14): Company size matters when it comes to working capital performance, which, when managed well, could help to improve business performance and revenue growth.

SINGAPORE (Dec 7): As allocations to passive strategies register a decline for the third consecutive year, institutional investors are preparing for volatility, asset bubbles and fragile markets ahead in 2018.

JAKARTA (Oct 17): Indonesia will turn to private investors for the hundreds of billions of dollars in investment needed to develop the archipelago’s infrastructure and natural resources, President Joko Widodo said, brushing off claims he was increasingl

SINGAPORE (Aug 17): Two positive pillars of Singapore’s seemingly-strong equities market have weakened, according to equity strategists of financial services firm Morgan Stanley.

SINGAPORE (Aug 3): As investors allocate their portfolios on hopes of continued global economic expansion, it seems the entire world is shorting volatility, says David F. Lafferty, Natixis senior vice president, chief market strategist.

SINGAPORE (July 25): Companies in Asia Pacific (APAC) region are expecting to focus on cost reduction over the next 24 months, especially in Singapore, China and India, according to a new report published by Deloitte.