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Viewing By Category : Perspective   |   No. of Articles : 933
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General Views of Macau As Casino Revenue Falls 32% While China Curbs Hit VIP Gaming

China’s New Yuan Index: Here’s What The Market Needs To Know

A new currency index in China is causing a stir as policy makers seek to refocus the market’s attention away from the Chinese yuan’s moves versus the US dollar and instead compare performance against a wider selection of peers.

  • Bloomberg
  • 16 December 2015
  • Perspective
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    oil-prices-mixed-after-pre-weekend-slide-1425937850-8383

    Never Mind US$35, The World’s Cheapest Oil Is Already Close To US$20

    As oil crashed through $35 a barrel in New York, some producers were already living with the reality of much lower prices.

  • Bloomberg
  • 15 December 2015
  • Perspective
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    Source: washingtonpost

    No Near-Term Upside For China Stock Market, Says Lygh Hedge Fund

    China’s stock market won’t see much upside during the first half of next year as the nation’s reforms of initial public offerings will spur a new supply of shares, and earnings growth will remain subdued, according to Singapore-base fund manager Lygh Capital Pte.

  • Bloomberg
  • 11 December 2015
  • Perspective
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    hand and pen pointer, chart

    Ernest Lim: Singapore Market Likely To Trend Lower

    US market has just notched their ninth weekly gain out of last 10 weeks. However, the same cannot be said for our Singapore market where it is one of the weakest equity market in Asia, in terms of year to date equity performance. So, what’s next for our markets in the next two weeks?

  • Ernest Lim
  • 07 December 2015
  • Perspective
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    Singapore has been crowned the most expensive city for the second year running.

    Singapore Market Strategy To Take On 2016’s Market

    It is no surprise to see many throwing their hands mostly due to desperation.

  • Louis Kent Lee
  • 04 December 2015
  • Perspective
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    General Views Of Shanghai As China's Lingering Deflation Risks Offer Room For More Easing

    China Bears Who Foresaw The Crash Are Back With Record ETF Short

    US short sellers are piling on bets against Chinese equities at the fastest pace since the height of the nation’s stock-market bubble in August 2015.

  • Bloomberg
  • 02 December 2015
  • Perspective
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    Photo from: Reuters

    Would You Raise Interest Rates If You Were The Fed’s Chief?

    For this morning’s column, I want you to engage in a little thought experiment. Based on the e-mails readers have sent, many of you figure the Dec. 15-16 Federal Open Market Committee meeting is a no-brainer and that the central bank will raise its benchmark interest rate.

  • Bloomberg
  • 01 December 2015
  • Perspective
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    oil-prices-mixed-after-pre-weekend-slide-1425937850-8383

    HSBC’s King Says China Holds The Key To An Oil Rebound

    The jury’s still out on whether last year’s oil slump was a deliberate Saudi move, aimed at killing U.S. shale production. Whatever the case, engineering a rebound won’t be as simple, says HSBC Holding Plc’s Senior Economic Adviser Stephen King.

  • Bloomberg
  • 26 November 2015
  • Perspective
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    Alibaba Group Holdings Ltd. and Founder Jack Ma As Company Files for U.S. Initial Public Offering of E-Commerce Giant

    Jack Ma To Buy South China Morning Post

    Jack Ma likes to make quick decisions quickly, as befits a billionaire Internet mogul operating in a world that changes at warp speed. Perhaps too quickly, sometimes.

  • Bloomberg
  • 24 November 2015
  • Perspective
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    thumb-glass-eye

    Ernest Lim : Singapore Market Seen As The Weakest Among Market Peers

    3QFY15 corporate results have ended. We are approaching Dec which is typically a quiet period for the stock markets. In view of the potential tepid trading volumes, what’s next for our markets in the next two weeks?

  • Ernest Lim
  • 23 November 2015
  • Perspective
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    New Chinese 100-Yuan Banknotes As New Design Goes Into Circulation

    What’s Next For The Yuan After Joining The IMF’s Currency Club?

    The Chinese yuan is set to join the International Monetary Fund’s (IMF) exclusive club of reserve currencies, with the fund’s staff supporting its inclusion after months of persuasion and policy changes by China. So, what’s next?

  • Bloomberg
  • 17 November 2015
  • Perspective
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    Traders work on the floor of the New York Stock Exchange

    U.S. Stocks Fall Amid Rate Concerns As Commodity Shares Tumble

    U.S. stocks fell the most in six weeks as a rout in commodities pressured energy and raw-materials providers while investors braced for the first rise in interest rates since 2006.

  • Bloomberg
  • 13 November 2015
  • Perspective
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    market commentary

    Ernest Lim: Average Returns Of Picks At 20% For The Past 2 Months, Market Outlook For November

    The past two weeks have been pretty volatile with STI falling as much as 120 points from 23 Oct to 2 Nov before surging 92 points in the following two days. Despite the volatility, this index fluctuation has been in line with my expectations posted in my write-up 2 weeks ago.

  • Ernest Lim
  • 09 November 2015
  • Perspective
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    Hong Kong Exchanges And Clearing Ltd. CEO Charles Li Attends Full Year Earnings News Conference

    Hong Kong’s Stock Rally Seen Too Good to Last as Volume Fades

    The Hang Seng Index’s 8.6 percent surge in October came on the lowest trading volume since February. Chinese investors sold more shares in the city than they bought, and small-caps were the worst-performing part of the market.

  • Bloomberg
  • 03 November 2015
  • Perspective
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    Child looks at his reflection

    China Scrapping One-Child Rule ‘Too Little, Too Late’ For Growth

    For all the historical significance of China’s decision to abandon its one-child policy, the move risks falling well short of reversing a trend that threatens to throttle economic growth.

  • Bloomberg
  • 30 October 2015
  • Perspective
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    Yellen

    SI Research: 4 Key Points About The FOMC Meeting Statement (Dec Rate Hike)

    Rate hike. The two most notorious words in the market right now. We noticed a change in tone and wanted to bring your attention to a more hawkish Fed.

  • Louis Kent Lee
  • 29 October 2015
  • Perspective
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    China Currency

    Early Forecasts Show China Economy Stabilizing in October

    With a preliminary reading of the manufacturing industry scrapped this month by Markit Economics and Caixin Media, analysts must search a bit harder for the pulse of the world’s second-largest economy. Early signs suggest stabilization.

  • Bloomberg
  • 28 October 2015
  • Perspective
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    Lee's thumb

    Ernest Lim : Expected Market Movements (US, HK, SG)

    The past two weeks have been extremely hectic where I have raised my equity allocation from around 65% to 150%. What has caused me to raise my equity allocation?

  • Ernest Lim
  • 26 October 2015
  • Perspective
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    IG - Investment Opportunities

    Ernest Lim: 3 Stock Charts That Caught My Price Alert Radar

    It has been a hectic week. Three stock charts caught my attention, together with their price action on 22 Oct.

  • Ernest Lim
  • 26 October 2015
  • Perspective
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    General Images Of China Economy Ahead Of Purchasing Managers Index Data

    Shaky Chinese Economy May Get More Stimulus

    China’s economy is relying on the shaky pillar of financial services, making more stimulus likely.

  • Bloomberg
  • 21 October 2015
  • Perspective
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    Singapore-skyline

    Singapore’s Economy Avoids Technical Recession….For Now

    So we’ve narrowly missed a technical recession. Or have we really?

  • 14 October 2015
  • Perspective
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    sad businessman

    Are All Large Business Too Complicated To Understand For Investors?

    It can be advantageous for investors to keep things simple when investing. So, does this mean that we should shun large companies and focus our energies on only the small ones?

  • Motley Fool Singapore
  • 13 October 2015
  • Perspective
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    Markets Looking Shaky

    STI Jumped 259 Points In 8 Days, What Next?

    The past week has been extremely rewarding for those who have bought in the week of 28 Sep 2015 when the Straits Times Index (STI) slipped below 2,800.

  • Ernest Lim
  • 12 October 2015
  • Perspective
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    Bloomberg

    Gross, Seeing Stocks Plunging Another 10%, Urges Flight To Cash

    Bill Gross, who in January predicted that many asset classes would end the year lower, said US equities have another 10 percent to fall and investors should sit out the current volatility in cash.

  • Bloomberg
  • 08 October 2015
  • Perspective
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    Bull and bear , symbolic beasts of market trend

    Ernest Lim: STI Bearish Target Of Around 2,757 Points

    The past two weeks have been eventful with the conclusion of the FOMC meeting on 18 Sep with no rate hike, amid concerns on an uncertain outlook for global growth, recent financial-market turmoil and low inflation.

  • Ernest Lim
  • 28 September 2015
  • Perspective
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    Bloombergfeaturedimage

    China Beige Book Says Pessimism ‘Thoroughly Divorced From Facts’

    China’s economy is not as weak as it may look, according to a private survey from a New York-based research group that says it’s a myth the nation’s slowdown is intensifying.

  • Bloomberg
  • 23 September 2015
  • Perspective
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    The-US-Federal-Reserve-feature

    Fed Officials Make Case For 2015 Liftoff After September Hold

    Three Federal Reserve policy makers argued on Saturday for lifting the central bank’s key interest rate before year-end, countering bets by many traders that the Fed will wait until 2016.

  • Bloomberg
  • 21 September 2015
  • Perspective
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    yellen

    Fed Leaves Rates Unchanged “AGAIN”

    This is beginning to sound like an old record that keeps playing. “The Fed has left interest rates unchanged; AGAIN.”

  • 18 September 2015
  • Perspective
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    Janet Yellen

    How Will The Fed Voters Vote Tonight For The Rate Hike?

    Although markets are reacting in a way as though a rate hike is not going to happen this month, conservatively, it’s better prudence to review the latest round of statements said by Federal Reserve Officials so far to determine the overall real tone.

  • Louis Kent Lee
  • 17 September 2015
  • Perspective
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    mobius

    Mobius To Beijing: Quit Fighting The Market And Let Stocks Fall

    Mark Mobius, Tom DeMark and George Magnus – world-renowned forecasters who view markets through three very different lenses – are all finding common ground with their predictions that Chinese shares have further to drop.

  • Bloomberg
  • 08 September 2015
  • Perspective
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    Currency Exchange Bureaus As China Roils Markets For Second Day As Yuan Tumbles With Stocks

    Could China’s Yuan Devaluation Spark A New Financial Crisis?

    Asia’s biggest economy is slowing, the Federal Reserve is about to kick off an interest rate tightening cycle, and China has just devalued its currency.

  • Bloomberg
  • 27 August 2015
  • Perspective
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    Bloomberg_China_s_Headaches_feature image

    DeMark Says Chinese Stocks Are At Make-Or-Break Inflection Point

    Tom DeMark, who predicted this month’s selloff in Chinese stocks, said the Shanghai Composite Index may extend its decline by 13 percent should it stay below a critical technical level on Wednesday.

  • Bloomberg
  • 26 August 2015
  • Perspective
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    Thumb-gold

    China Devaluation Sparks Gold Buying Everywhere — Except China

    After last week’s surprise yuan devaluation investors everywhere were eager to buy gold as a haven. Everywhere, that is, except in China.

  • Bloomberg
  • 19 August 2015
  • Perspective
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    thumb-china-yuan

    China Devalues Yuan By Most In Two Decades To Combat Slowdown

    China devalued the Chinese yuan by the most in two decades, ending a four-month peg to the dollar that had battered exporters and undermined the government’s pledge to boost the role of market pricing in Asia’s largest economy.

  • Bloomberg
  • 12 August 2015
  • Perspective
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    in Singapore, on Tuesday, Dec. 10, 2013. Photographer: Brent Lewin/Bloomberg

    Singapore Trims Growth Forecast After GDP Fell Last Quarter

    Singapore slashed the upper end of its growth forecast for 2015 after the economy shrank last quarter, signaling a softened outlook even as the government prepares for a general election.

  • Bloomberg
  • 11 August 2015
  • Perspective
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    macau-gambling-gaming-industry

    Macau Gaming Lookout, Do Not Expect Strong Consensus Beats

    The sector that used to be the darling of the stock markets, have, after the clampdown seen by the Chinese government, struggled to reign in its lost popularity.

  • Louis Kent Lee
  • 29 July 2015
  • Perspective
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    outperformers

    Gas Distributors Listed In HK Could Still Outperform (16-26% Upside)

    The National Development and Reform Commission (NDRC) revealed that in the first 6 months of 2015, domestic natural gas production rose 3.8 percent to 65.6 billion cubic metres (bcm), gas imports rose by 3.5 percent to 29.3 bcm.

  • Louis Kent Lee
  • 22 July 2015
  • Perspective
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    IG

    Managing Risk In Volatile Markets

    Asians have an unsavoury reputation for gambling, and so it may not come as a surprise to hear the comparison between China’s stock markets and casinos.

  • IG
  • 16 July 2015
  • Perspective
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    thumb-search-money

    Finding Value In HK-Listed China Small to Mid-Caps

    Prior to the sell-off seen across the markets in Hong Kong (HK) and China, we have been too busy shouting the bull-run phrase. Were we too blind-sided by a possible correction?

  • Louis Kent Lee
  • 15 July 2015
  • Perspective
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    HANDOUT IMAGE

    Singapore Banker Faces Uphill Battle In Boosting Singapore Exchange Trading

    Singapore Exchange’s new CEO, Loh Boon Chye, will need to summon management skills honed over more than two decades in international banking to revive the market and appease Singapore’s brokers, who say SGX’s top executives neglected domestic equity trading.

  • Bloomberg
  • 14 July 2015
  • Perspective
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    Is Asia ready for a possible Chinese crash?

    Five Things to Watch in China’s GDP Report

    Tear your eyes away from China’s swinging stock market for a few minutes this Wednesday. At 10:00 a.m. Beijing time comes the world’s second-biggest economy’s gross domestic product report for the three months through June.

  • Louis Kent Lee
  • 13 July 2015
  • Perspective
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    1

    China’s Stocks Cap Biggest Gain Since 2009 as Volatility Surges

    China’s benchmark stock index capped the biggest gain since 2009 in volatile trading as the government battled to restore investor confidence in a market that lost US$3.9 trillion in less than a month.

  • Bloomberg
  • 10 July 2015
  • Perspective
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    china_hong_kong_stock_market

    HK Market; What We Are Cautious Of

    Sluggish tourist spending and lacklustre demand externally have dragged Hong Kong’s economy down.

  • Louis Kent Lee
  • 08 July 2015
  • Perspective
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    Source: washingtonpost

    Hong Kong Stocks Sink Most Since ’11 on China, Greece Double Hit

    Hong Kong stocks sank toward their steepest drop since 2011 amid speculation Chinese investors were shifting money out of the city’s market and as Greece’s rejection of austerity measures spurred equity declines across Asia.

  • Bloomberg
  • 06 July 2015
  • Perspective
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    SSE

    Is This The Beginning Of The End For Chinese Stocks? Here’s What 11 Top Analysts Have To Say

    After rallying more than 150 percent in the year through 12 June, it took just five trading days for the Shanghai Composite Index to enter a correction, and five more for the bear market to form.

  • Bloomberg
  • 01 July 2015
  • Perspective
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    Source: SCMP

    With $21 Trillion, China’s Savers Are Set to Change the World

    Few events will be as significant for the world in the next 15 years as China opening its capital borders, a shift that economists and regulators across the world are now starting to grapple with. With China’s leadership aiming to scale back the role of investment in the domestic economy, the nation’s surfeit of savings [...]

  • Bloomberg
  • 26 June 2015
  • Perspective
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    china_7

    The World’s Biggest Economies Are About to Feel the Impact of China’s Slowdown

    U.S., Japanese and German exporters did better, supplying capital goods like machines that China still demanded. That may soon change, according to a study of global exposure to China by UBS Group AG economists Donna Kwok, Wang Tao and Jennifer Zhong.

  • Bloomberg
  • 24 June 2015
  • Perspective
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    china flag

    China Buyouts Exceeding $23 Billion Leave Investors Unfulfilled

    China’s largest online matchmaking site has surged 60 percent since its founder offered to take it private. Shareholder Peter Halesworth feels entitled to more.

  • Bloomberg
  • 23 June 2015
  • Perspective
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    SHENZEN-9

    The 4,200% Rally That’s Bringing Tech Stocks Back To China

    In the 55 trading days since Shong took Baofeng public on the Shenzhen Stock Exchange, Beijing Baofeng Technology Co, the developer of online video players has jumped 4,208 percent.

  • Bloomberg
  • 17 June 2015
  • Perspective
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    Chinese Shares Close Down On Tuesday

    Inclusion Of Chinese Domestic Shares In The MSCI

    What could possibly account for MSCI’s hesitation to include China domestic shares in one of its key benchmarks?

  • Andy Yew
  • 16 June 2015
  • Perspective
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    Chinese Shares Close Down On Tuesday

    MSCI Defers China Inclusion, Opts To Work With Regulator

    MSCI Inc held off from adding China’s mainland stocks to its benchmark indexes, opting to work with the nation’s securities regulator to overcome remaining obstacles such as investor quotas and ease of access.

  • Bloomberg
  • 11 June 2015
  • Perspective
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    thumb-65-chess

    2015’s Stock Market Chess Play In Session, Where To Go From Here

    It’s not difficult to be caught up in the midst of the run that everyone’s talking about. The stock market, especially in Asia, is heating up. And oh, the key word to that? China.

  • Louis Kent Lee
  • 05 June 2015
  • Perspective, Shares Investment Conference
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    Peter Lynch

    Peter Lynch Secret To Finding Value Sees Little In S&P 500

    For Peter Lynch, the legendary Fidelity Investments fund manager who returned almost 30 percent a year in the 1980s, the key to success in stocks was buying growth at a reasonable price.

  • Bloomberg
  • 04 June 2015
  • Perspective
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    thumb-hands-money

    The Secret to An Early Retirement

    Some advice can be easy to understand, but hard to follow.

  • Motley Fool Singapore
  • 02 June 2015
  • Perspective
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    thumb

    Easiest Way to Cash in on China’s Stock Rally Is to Do Nothing

    The best way to make money in China’s booming stock market has been, well, to do nothing.

  • Bloomberg
  • 28 May 2015
  • Perspective
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    thumb-blue-chart

    Chart Alert: Resources Prima Group’s Potential Chart Break Out

    Resources Prima Group (“RPG”) was actively traded with total volume done 17.8m shares yesterday. This was the highest volume last seen on 15 Apr 2015 which was the recent peak.

  • Ernest Lim
  • 25 May 2015
  • Perspective
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    IG image

    Bubbling Equity Markets In China?

    As we cross into the middle of 2015, Chinese equity markets continue to stay on a roaring path after several years of inactivity.

  • IG
  • 22 May 2015
  • Perspective
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    Buffett

    Why Warren Buffett Wants His Stocks to Fall

    We are often asked about investments that we own. People think that we want to talk about them. We have no interest in talking about the company that we own. We or the company will buy the stock in the future.

  • Motley Fool Singapore
  • 20 May 2015
  • Perspective
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    Featured

    One Lesson That Bamboo Can Teach Investors

    The bamboo analogy is very apt description for the CNAV approach. So, what can exactly investors learn from bamboo?

  • Alvin.Chow
  • 14 May 2015
  • Perspective
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    stock-market-bubble-2

    Are Investors Getting A Bargain Or A Bad Deal Now With Singapore’s Stock Market?

    At the beginning of every month, I’ve a habit of looking at how expensive or cheap the stock market in Singapore is.

  • Motley Fool Singapore
  • 30 April 2015
  • Perspective
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    OLYMPUS DIGITAL CAMERA

    Britain’s Bank Tax Jump Threatens To Push HSBC, StanChart To New Home

    HSBC Holdings and Standard Chartered (StanChart) are looking at the viability of quitting London for a new home in Asia because a big jump in a tax on UK banks makes staying in Britain increasingly painful.

  • Reuters
  • 23 April 2015
  • Perspective
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    Hong Kong Exchanges And Clearing Ltd. CEO Charles Li Attends Full Year Earnings News Conference

    The Only Way Is Up for Analysts Revising Hong Kong Targets

    As Hong Kong’s stock analysts rush to play catch-up to the city’s world-beating rally, their only question is how far the gains will go.

  • Bloomberg
  • 22 April 2015
  • Perspective
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    68-Cover Story - Investment Theme & Outlook

    Markets – Possible Profit Taking In The Near Term

    Since 23 Mar 2015, it should have been an extremely profitable time for readers, especially those who are invested in the small – mid cap sector.

  • Ernest Lim
  • 20 April 2015
  • Perspective
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    hke

    14% Gain In 8 Days, Trading Volume On Steroids In Hong Kong

    Interest from mainland-based investors have been behemoth since Chinese mutual funds were granted approval to invest in Hong Kong stocks via the Shanghai-Hong Kong connect scheme (SHSC).

  • Louis Kent Lee
  • 15 April 2015
  • Perspective
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    IG

    10 Key Questions To A Successful Trading Plan

    When trading any asset class you should always have a set of principles or rules that as a trader, you will adhere to during your trading journey.

  • IG
  • 09 April 2015
  • Perspective
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    Weekly-Market-Review1-300x198

    U.S. Corporate Results Commence

    Two weeks ago, I mentioned that selective stocks may have small near term technical rebound. China Everbright, Resources Prima and Sino Grandness which I highlighted under the “chart alert”, have soared 6.3 percent, 48.2 percent and 20.8 percent respectively over the past two weeks.

  • Ernest Lim
  • 06 April 2015
  • Perspective
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    Kep land featured

    Keppel Land’s Privatisation Drama, Who’s Speculated Next For Privatisation?

    Keppel Corp, the blue chip that many Singaporean knows, has failed to hit compulsory acquisition threshold for the privatisation bid of Keppel Land. What other stocks are possible privatisation plays?

  • Louis Kent Lee
  • 02 April 2015
  • Perspective
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    admin-ajax

    Focused On Revenue? Don’t Ignore Debt.

    In today’s low-rate environment, corporate debt issuance has ballooned, with over $1.5 trillion in U.S. Corporate bonds in 2014 alone. But focusing solely on revenue ignores a major source of financing:debt.

  • FactSet
  • 25 March 2015
  • Perspective
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    thumb-trendspotting-orange

    Selective Stocks May Have Small Near Term Technical Rebound

    Two weeks ago, I mentioned that markets are likely to take a breather in March and most of the indices have reached my near term measured technical levels.

  • Ernest Lim
  • 23 March 2015
  • Perspective
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    lky

    Lee Kuan Yew, Founding Prime Minister of Singapore, Dies at 91

    Lee Kuan Yew, who helped transform Singapore from a colonial trading center into one of Asia’s most prosperous nations, has died. He was 91.

  • Bloomberg
  • 23 March 2015
  • Perspective
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    Lessons

    3 Important Business Model Factors to Consider Before You Invest

    One way to understand the characteristics of a superior business model would be to start with its top-line contributors: Its customers.

  • Motley Fool Singapore
  • 20 March 2015
  • Perspective
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    Euro-down

    The Euro’s Continuous Fall From Grace

    What has brought the Euro to its knees over the past decade is what analysis are calling ‘The Greek Crisis’. This is a financial disaster that is severely crippling the Greek economy.

  • 18 March 2015
  • Perspective
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    Emerging market

    3 Key Things To Note When Analysing Funds

    Investment returns. More often than not, it is the main talking point regardless of investment types. The same applies to mutual funds.

  • Choo Hao Xiang
  • 13 March 2015
  • Perspective
  • Back to top
    Merlion

    Rising Singapore Interest Rates Sting Mortgage Borrowers

    The era of ultra-easy money is drawing to an end for Singapore mortgage holders, with domestic interest rates rising at their fastest pace in a decade in a country that already ranks among the world’s most expensive places to live.

  • Reuters
  • 13 March 2015
  • Perspective
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    euro

    More Dow 30 Companies Reported Decline In Sales From Europe In Q4

    Coming into the fourth quarter earnings season, there were concerns in the market regarding the impact of weaker economic growth in Europe, the impact of the stronger US dollar relative to the euro, and the impact of the crisis involving Russia and Ukraine on US corporate earnings for the fourth quarter.

  • FactSet
  • 12 March 2015
  • Perspective
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    Bloomberg506

    China Lowers Growth Goal To About 7% As Li Flags Challenges

    China set the lowest economic growth target in more than 15 years and flagged increasing headwinds as leaders tackle the side effects of a generation-long expansion that spurred corruption, fueled debt and hurt the environment.

  • Bloomberg
  • 12 March 2015
  • Featured, Perspective
  • Back to top
    analysis

    Why Consider Retail REITs (21% Return In Past Year)

    Retail REITs averaged 21 percent in returns for the past year. What are drivers behind this strong performance?

  • Peter Ng
  • 09 March 2015
  • Perspective
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    Business hand working business

    Retail REIT: 4 Things To Look Out For

    What are the four things an investor must look at when evaluating a retail REIT?

  • Peter Ng
  • 09 March 2015
  • Perspective
  • Back to top
    Take a break

    Markets May Take A Breather In March

    Two weeks ago (20 Feb), I mentioned that S&P500 medium term trend continued to be up but the uptrend in the near term trend did not seem strong given the low ADX. Since 20 Feb, S&P500 traded to an intraday high of 2,120 on 25 Feb and an intraday low of 2,067 on 6 Mar before closing at 2,071 on last Fri.

  • Ernest Lim
  • 09 March 2015
  • Perspective
  • Back to top
    thumb-stocks-bidding

    Exciting Week Ahead With Many Small / Mid Cap Stocks Releasing Results

    The upcoming week is an exciting one as most of the Singapore listed small / mid cap stocks will be releasing their results.

  • Ernest Lim
  • 23 February 2015
  • Perspective
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    v day

    Valentine Stocks: Shares You Can’t Help But Love

    Imagine investing in a company that rewards you less, the longer that you own it. That would be quite outrageous, wouldn’t it?

  • Motley Fool Singapore
  • 16 February 2015
  • Perspective
  • Back to top
    best

    The Best Hospitality REITs In Singapore

    In Singapore, there are 31 real estate investment trusts (REIT) and property trusts. Of these, six are REITs that focus on hospitality businesses. Said another way, these are REITs that own and operate hospitality properties such as hotels and serviced apartments.

  • Motley Fool Singapore
  • 12 February 2015
  • Perspective
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    thumb-blue-chart

    Singapore Corporate Result Season Gains Traction

    In the past two weeks, Asian markets manage to consolidate their past weeks’ gains despite the large volatility seen in the U.S. markets.

  • Ernest Lim
  • 09 February 2015
  • Perspective
  • Back to top
    reuters

    Singapore Central Bank Eases Monetary Policy In Unexpected Move

    Singapore’s central bank on 28 January unexpectedly eased monetary policy ahead of its scheduled review in April, in a move that extends decisive shifts by global policymakers to counter deflationary pressures and slowing growth.

  • Reuters
  • 06 February 2015
  • Perspective
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    Inside The Singapore Exchange Ltd. As Chief Executive Officer Magnus Karlsson Bocker Announces Second-Quarter Results

    Singapore Exchange CEO Bocker Boosts China Focus As Global Links Expand

    Singapore Exchange (SGX), Southeast Asia’s biggest bourse, will hire more people in China as it seeks to sell more of its products in Asia’s largest equities market, chief executive officer Magnus Bocker said.

  • Bloomberg
  • 05 February 2015
  • Featured, Perspective
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    Offshore Drilling Platform and Sun

    As Oil Slides, Singapore Oilfield Service Firms Struggle To Refinance Debt

    Two Singapore oilfield service firms are finding it tough to refinance debt maturing later this year as the slump in crude prices has made investors and lenders hesitant.

  • Reuters
  • 29 January 2015
  • Perspective
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    thumb-trendspotting-orange

    Asian Indices Broke Out On The Upside, Second / Third Liner Stocks To Follow?

    For the past two weeks, Asian indices were volatile as they were affected by Swiss National’s Bank surprise removal of the EUR/CHF cap and China’s curb on new margin accounts.

  • Ernest Lim
  • 26 January 2015
  • Perspective
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    Public And Private Residential Properties Ahead Of Second-Quarter GDP Figures

    Singapore Empty Homes May Climb To Highest Since 1998

    Sam King had a pleasant surprise when the lease on his Singapore apartment came up for renewal late last year. For the first time in six years, King was able to negotiate a lower rent with his landlord.

  • Bloomberg
  • 22 January 2015
  • Perspective
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    68-Education - Value Investing

    What Really Matters For Retail Investors Regarding the Lot Size Change

    So, the SGX has changed its board lot size from 1,000 shares to 100 shares per lot. You can finally buy DBS without breaking the bank now. But what’s the catch?

  • Motley Fool Singapore
  • 21 January 2015
  • Perspective
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    thumb-key

    4 Key Market Events You Must Know In 2015

    Proceeding from the eventful year of 2014, here are four potential market-moving events investors should be screening for in 2015.

  • Peter Ng and Tan Jia Hui
  • 14 January 2015
  • Featured, Perspective
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    thumb_technical

    As January Goes, So Goes The Rest Of The Year…

    For the past two weeks, the market continued to be volatile. For the first full week of January, S&P500 dropped a total of 56 points on Mon and Tues. S&P500 subsequently rebounded 60 points from Wed to Thurs and gave up 17 points on Fri.

  • Ernest Lim
  • 12 January 2015
  • Perspective
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    featured

    STI’s 2014 Bulls & Bears

    While the Straits Times Index ended 2014 with a positive note, the market was not without its ups and downs. Take a quick recap at events that moved the local market in 2014.

  • Peter Ng and Tan Jia Hui
  • 09 January 2015
  • Featured, Perspective
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    IG - Investment Opportunities

    Top 4 Investment Opportunities In 2015

    Asian markets have performed reasonably well in 2014. More than half have outperformed Wall Street, and most of them ended the year in positive territory.

  • IG
  • 08 January 2015
  • Perspective
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    stanchart

    Standard Chartered CEO Record Cuts Aim to Silence Critics

    The firm will reduce its headcount in Malaysia by 11 percent this quarter, with cuts stretching across areas including marketing and consumer operations, according to a memo obtained by Bloomberg News.

  • Bloomberg
  • 08 January 2015
  • Perspective
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    strategy

    Investment Strategies For Year 2015: Trade Stocks Selectively

    Year 2014 commenced with bullish analyst reports and ended with modest gains. Here are some investment strategies to guide investors through the coming year.

  • Tom K
  • 02 January 2015
  • Perspective
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    Stocks Gain 87 Points Bsed On Manufacturing Revival

    Top Market Ideas For 2015

    As the year approaches an end, what would the market be like in 2015? Here are some key ideas that investors should take note of to help maneuver through the markets in the year of the goat.

  • Tan Jia Hui
  • 31 December 2014
  • Featured, Perspective
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    record highs

    Russell 2000 Hit Record High! Singapore Small / Mid Cap To Follow Suit?

    This has been a volatile two weeks where the S&P500 dropped to an approximate one and a half month low on 16 Dec and STI almost a two month intraday low on 17 Dec. On 16 Dec morning, I have emailed to all clients citing the strong support levels for both indices and the limited potential downside for both indices in the short term.

  • Ernest Lim
  • 29 December 2014
  • Perspective
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    FactSet4

    Chilly Growth Forecast For Japan And Europe In The New Year

    As 2014 comes to a close, it is a good time to look back at the year’s global economic growth trends and peer ahead to what is in store for 2015.

  • FactSet
  • 26 December 2014
  • Perspective
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    Bloomberg2

    Yellen Makes It Clear That Fed’s Patience On Rates Has Limits

    Federal Reserve Chair Janet Yellen restored clarity to the central bank’s monetary policy plans, saying it was on course to raise interest rates, though not right away, after officials issued a statement that some Fed-watchers found confusing.

  • Bloomberg
  • 24 December 2014
  • Perspective
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    TR thumb

    Olam’s Cocoa Purchase Raises Supply, Price Volatility Concerns

    Olam International’s US$1.3 billion deal to buy rival Archer Daniels Midland’s (ADM) cocoa processing business may reduce liquidity in the niche cocoa bean trade, raising concerns about volatile prices and a potential shake-up of customer relationships.

  • Reuters
  • 24 December 2014
  • Perspective
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    Kepcorp-logo

    Should You Buy Keppel Corporation Again?

    Say you bought rig builder Keppel Corporation Limited (SGX: BN4) at the beginning of the year. Sadly, the shares would be about 25% from the beginning of the year. So, what would you do now? Would you double down on your investment and hope for the best? Or do you just sit this one out and wait?

  • Motley Fool Singapore
  • 22 December 2014
  • Perspective
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    Markets Looking Shaky

    Positioning Ahead Of A Potential Christmas / Capricorn Rally

    Most Asian indices dropped on a multitude of worries ranging from the repercussions from the oil rout (e.g. the impact on those countries which rely heavily on oil exports), weaker than expected growth in Europe & China, upcoming Greek election etc.

  • Ernest Lim
  • 15 December 2014
  • Perspective
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    economic crisis

    6 Years On Last Economic Crisis, When’s The Next Coming?

    It has been almost six years since the US subprime crisis. Given that business cycles last about six years each, are we headed for another economic downturn soon?

  • Shane Goh
  • 12 December 2014
  • Perspective
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    Port Area Ahead Of Hong Kong's Trade Figures

    China Trade Surplus Climbs To Record As Imports Drop On Oil

    China’s trade surplus climbed to a record in November after an unexpected decline in imports on lower crude oil and other commodity prices.

  • Bloomberg
  • 11 December 2014
  • Perspective
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    xiaomi

    Hi-P – A Proxy To Apple And Xiaomi?

    Hi-P recently caught my attention as it has been conducting several share buybacks in the past one month. Secondly, Hi-P’s chart formed a bullish double bottom formation with the breakout of the neckline at $0.690 on 24 Nov.

  • Ernest Lim
  • 10 December 2014
  • Perspective
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    Weekly-Market-Review1-300x198

    Indices Seem Stretched But Pockets Of Opportunities Are Available

    Most Asian indices moved higher due to mostly better than expected U.S. data (such as the upwards revision in U.S. 3Q GDP), surprise rate cut by China, reiterations by Japan & Europe on easing measures etc. China led the Asian indices with an 8.2 percent increase over the past two weeks.

  • Ernest Lim
  • 01 December 2014
  • Perspective
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    Philippine President Benigno Aquino Inaugurates Petron Corp. Gas Station

    Malaysia Scraps Fuel Subsidies As Najib Ends Decades-Old Policy

    Malaysia will abolish subsidies for gasoline and diesel starting from December as falling oil prices provide Prime Minister Najib Razak the opportunity to end a decades-old policy of cheap fuel.

  • Bloomberg
  • 27 November 2014
  • Perspective
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    Japanese Stocks

    3 Reasons Why Japanese Stocks Will Rise In 2015

    Here are 3 factors why the Japanese market is shaping up to be the land of the rising stock prices as we head into 2015.

  • IG
  • 27 November 2014
  • Perspective
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    buffet

    Why You Should Buy Shares Like How You Eat At A Buffet

    In some ways, investing is like approaching a buffet table. Learn how buffets and not Warren Buffett, can teach us on how to consume shares responsibly.

  • Motley Fool Singapore
  • 21 November 2014
  • Perspective
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    Shanghai-580_79824a

    Asian Indices May March Higher

    Asian indices continued to move higher on strong U.S. corporate results, where China and Hong Kong markets also jumped due to the finalisation of the Hong Kong and Shanghai Trading Link, which commenced today, 17 November.

  • Ernest Lim
  • 17 November 2014
  • Perspective
  • Back to top
    sg-issue432-profchan-11-320x237

    Xi’s Asia-Pacific Dream And The Attractiveness Of Chinese Stocks

    With Japan introducing quantitative easing (QE), the yen suffered a drubbing while stock markets around the world went on a rally. I mentioned before that many years ago the Japanese economy started sliding from a high, primarily due to the strong yen that made Japanese products uncompetitive price-wise.

  • 14 November 2014
  • Dr Chan Yan Chong, Perspective
  • Back to top
    Views Of Kuala Lumpur As Malaysia's Sovereign Wealth Fund Said To Consider Privatizing Malaysian Air

    Malaysia Holds Rate To Support Expansion As Price Pressures Grow

    Malaysia kept its benchmark interest rate steady for a second meeting to support growth as a cut in fuel subsidies threatens private consumption and adds to inflationary pressures.

  • Bloomberg
  • 13 November 2014
  • Perspective
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    Crash concept on paper hole

    A Crash Course In Investing

    Traffic lights tell us when to stop and when to go. The stock market has its own system of lights too. But what are the lights telling us now?

  • Motley Fool Singapore
  • 04 November 2014
  • Perspective
  • Back to top
    Lee's thumb

    Singapore Market – Corporate Results May Pose Some Trading Opportunities

    Asian indices rallied on strong U.S. corporate results and the surprise move by Bank of Japan to increase its stimulus program. During the month, S&P500 fell to a 5 month closing low before rebounding to close at a record, so what now?

  • Ernest Lim
  • 03 November 2014
  • Perspective
  • Back to top
    sg-issue432-profchan-11-320x237

    Political Incentives Behind The Shanghai-Hong Kong Linkup Delay?

    Wall Street made a surprising recovery when the Dow Jones Industrial Average returned above the crucial 17,000 points after a few days of intense rallying. However, this rally across the Pacific Ocean may not translate to a rally in our regional bourses. Even so, a rebound on Wall Street is still good news.

  • 31 October 2014
  • Dr Chan Yan Chong, Perspective
  • Back to top
    Exclusive Portraits Of Berkshire Hathaway Inc. Chief Executive Officer Warren Buffett

    Why Warren Buffett Thinks You Should Go Passive

    As contrary as this could sound, legendary investor, Warren Buffett who is an activist in stock picking, famously made a bet that the performance of index funds would beat hedge funds’ over a decade. Find out why.

  • Peter Ng
  • 30 October 2014
  • Perspective
  • Back to top
    First Day Of Trading Of The Lunar New Year at The Hong Kong Stock Exchange (HKEx)

    China’s Missing Bourse Link Puts Brokers In Limbo As Bets Fizzle

    Andy Maynard, the global head of trading and execution at CLSA, had expected to be making his first trades through the Hong Kong-Shanghai exchange link by now.

  • Bloomberg
  • 30 October 2014
  • Perspective
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    Shell - Oil Price

    20% Decline In Oil Prices To Weigh On Singapore Stocks

    Oil prices dropped by nearly 20 percent from peak in June. How has this change the outlook for oil and gas players as well as airlines?

  • IG
  • 27 October 2014
  • Perspective
  • Back to top
    special offer

    Powermatic Data Systems: The Penny Stock That Has Value Too

    Making use of the strategies shared in an investing course conducted by Big Fat Purse, we could have landed on a hidden gem after putting the strategy to test…

  • Peter Ng
  • 21 October 2014
  • Featured, Perspective
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    Key Speakers At The Invest Malaysia Conference

    Malaysia Targets 6% Growth As Inflation Seen Curbing Spending

    Malaysia raised its growth forecast for 2014 and predicts government expenditure will support the expansion next year as subsidy cuts and a new consumption tax curb private spending.

  • Bloomberg
  • 16 October 2014
  • Perspective
  • Back to top
    First Day Of Trading Of The Lunar New Year at The Hong Kong Stock Exchange (HKEx)

    How To Gain From The Hong Kong-Shanghai Link Up

    The upcoming link up between Hong Kong and Shanghai could open up investment opportunities. But do you know which companies stand to gain most?

  • Shane Goh
  • 10 October 2014
  • Perspective
  • Back to top
    thumb-market-commentary

    Singapore Market – Near-Term Selling Pressures To Ease With Possible Technical Rebound

    The prospect of rising interest rate in the US resulted in fund outflows from the Asian markets. The umbrella revolution in Hong Kong also weighed on sentiments. What’s next?

  • Ernest Lim
  • 07 October 2014
  • Perspective
  • Back to top
    Occupy Hong Kong Protest Kicks Off Early After Police Clashes

    Hong Kong Stocks Losing Premium Over Shanghai Market On Protests

    Hong Kong’s biggest political unrest since the 1960s is wiping out the valuation premium of the city’s stocks over their Shanghai counterparts.

  • Bloomberg
  • 02 October 2014
  • Perspective
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    Stock market graph

    What Does The End Of QE3 Mean For Asian Markets?

    With the Fed on track to end its quantitative easing programme in October, how will Asian markets react?

  • IG
  • 30 September 2014
  • Perspective
  • Back to top
    golden egg concept out of the crowd

    Picking A Consistent Portfolio Of Winning Stocks

    Are you already picking winning stocks? Gabriel Yap of GCP Global shares with you on how to spot the winners.

  • Peter Ng
  • 24 September 2014
  • Featured, Perspective
  • Back to top
    Weekly-Market-Review1-300x198

    Singapore Market – Likely Downward Bias

    Asian markets were mixed as the prospect of higher U.S. interest rate hike dimmed the appeal of Asian assets. In addition, Scotland voted “No” to the independence referendum also stablised market sentiment.

  • Ernest Lim
  • 22 September 2014
  • Perspective
  • Back to top
    Key Speakers At The World Economic Forum Annual Meeting Of The New Champions 2014

    Li’s Options Narrow As China Slowdown Threatens Target

    Chinese Premier Li Keqiang’s options have narrowed: stimulate or miss his 2014 growth target.

  • Bloomberg
  • 18 September 2014
  • Perspective
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    etf

    Top Reasons To Own Exchange Traded Funds

    Not as famous as its unit trust cousin, exchange traded funds are often overlooked financial instruments that could warrant a position in your portfolio. Find out why.

  • Peter Ng
  • 09 September 2014
  • Featured, Perspective
  • Back to top
    Markets Looking Shaky

    Markets – Likely Range Trade In The Near Term

    Asian markets continued their climb on mostly strong U.S. economic data (excluding the jobs report), better than expected China services PMI, ECB rate cut and asset buying program.

  • Ernest Lim
  • 08 September 2014
  • Perspective
  • Back to top
    General Images Of SingTel Ahead Of 4Q Earnings

    Singapore Telcos – No More Same Boring Story

    The Singapore telecommunication space could be due for a shake up as market leader Singapore Telecommunications (SingTel) paves the way for a new pricing bundle. There could soon be a fourth telco challenging the incumbents and a stronger pay TV contender in the pipeline.

  • 08 September 2014
  • Perspective
  • Back to top
    Singapore-skyline

    Dampening Outlook For Singapore Tourism?

    The disappearance of flight MH370 and the instability in the region has fuelled negativity in air travel demand. How has it impacted Singapore?

  • Ong Qiuying
  • 04 September 2014
  • Perspective
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    First Day Of Trading Of The Lunar New Year at The Hong Kong Stock Exchange (HKEx)

    Hong Kong Seeks Debate On Dual-Class Shares After Losing Alibaba

    Hong Kong’s stock exchange is seeking views on loosening shareholder voting rules that spurred Alibaba Group Holding to choose the US for what may be the world’s biggest initial public offering (IPO) this year.

  • Bloomberg
  • 04 September 2014
  • Perspective
  • Back to top
    sg-431-questions-1

    How You Can Pick Long Term Winners In The Share Market

    Don’t know where to begin to understand a business? Here are three suggestions to get you started.

  • Motley Fool Singapore
  • 01 September 2014
  • Perspective
  • Back to top
    Markets Looking Shaky

    Amid Record S&P500 & Quiet Singapore Market, Trading Opportunities Continue To Exist

    Asian markets jumped on views that central bankers are still committed to support the economies, relatively benign U.S. economic data, easing Ukraine / Russia tensions and continued strong performance in Hong Kong and China markets.

  • Ernest Lim
  • 26 August 2014
  • Perspective
  • Back to top
    article-2072067-0F1C113500000578-372_634x444

    3 Investment Secrets on Emerging Markets

    Markets are born on pessimism, grow on skepticism, mature on optimism and die on euphoria. The time of maximum pessimism is the best time to buy, what about selling?

  • Jonathan Khoh
  • 25 August 2014
  • Perspective
  • Back to top
    13710869442996-640x390x1

    Thailand’s Stock Market Bags 20% Return Till Date

    Amidst the fear of political instability, Thailand’s stock market has bagged 20% return till date. Thai corporates have remained strong and have been growing favorably. Maybe our investment radar should be shifted to look at this undervalued market instead.

  • 21 August 2014
  • Perspective
  • Back to top
    Images Of Oversea-Chinese Banking Corp. Ahead Of 2Q Earnings Announcement

    OCBC Seeks US$2.7b Via Rights Issue After Wing Hang Bid

    Oversea-Chinese Banking Corporation (OCBC), Southeast Asia’s second-largest lender by assets, plans to raise $3.37 billion (US$2.7 billion) by offering shares to existing holders after its acquisition of Hong Kong’s Wing Hang Bank.

  • Bloomberg
  • 21 August 2014
  • Perspective
  • Back to top
    Trendspotting (SembCorp Mar, Hi-P Int'l)

    The Potential Of Japan’s Recovery

    In January 2014, the Japan Exchange Group and Nikkei Inc announced the launch of their jointly developed new index known as JPX-Nikkei Index 400. How is it expected to fare?

  • 19 August 2014
  • Perspective
  • Back to top
    Markets Looking Shaky

    Volatility Picks Up = More Trading Opportunities

    As I have mentioned two weeks ago, markets seem toppish. For the past two weeks, Asian markets excluding China and Hong Kong markets slumped due to concerns on surging geopolitical risks such as Russia / Ukraine, Iraq etc.

  • Ernest Lim
  • 11 August 2014
  • Perspective
  • Back to top
    GIC Holds 30th Anniversary Conference & Dinner

    GIC More Positive On Emerging Markets On Growth Prospects

    GIC, manager of more than US$100 billion of Singapore’s reserves, said it’s more positive on emerging markets, citing growing middle classes, valuations and the progress of reforms.

  • Bloomberg
  • 07 August 2014
  • Perspective
  • Back to top
    Markets Looking Shaky

    Markets Seem Toppish Near Term But Trading Opportunities Abound

    Asian markets surged on strong economic data from China and mostly better than expected U.S. corporate results, where are the opportunities?

  • Ernest Lim
  • 29 July 2014
  • Perspective
  • Back to top
    Malaysian Airlines And Views of Kuala Lumpur Airport As Second Air Disaster Mourned

    Malaysian Air Likely Near End Of Days As Publicly Traded Company

    Malaysian Airline System, reeling from its second disaster in four months, is likely near the end of its days as a publicly traded company.

  • Bloomberg
  • 23 July 2014
  • Perspective
  • Back to top
    Gold Bars And Coins As Commodity Rebounds From Six-Month Low

    Gold Prices Rise Over MAS Plane Shooting

    The precious yellow metal will most likely be on an upscale trend following the destruction of the Malaysian airliner in Ukraine last Thursday. The incident, which saw around 290 people lose their lives, also caused Malaysian Airlines’ shares to decline by 17.8 percent early Friday, 18 July, although the airline still managed to cut losses [...]

  • 22 July 2014
  • Perspective
  • Back to top
    Weekly-Market-Review1-300x198

    Volatility – Likely to pick up

    Asian markets jumped between 0.1 – 0.7% on reassuring economic data such as employment data and ADP Non-Farm Employment Change which overshadowed concern over financial stress in Europe.

  • Ernest Lim
  • 15 July 2014
  • Perspective
  • Back to top
    Business Graph

    Rise Of The Chinese Internet Stocks

    Chinese e-commerce giant Alibaba has been grabbing headlines ahead of what will be a blockbuster initial public offering (IPO) on the New York Stock Exchange.

  • 10 July 2014
  • Perspective
  • Back to top
    Key Speakers At The Invest Malaysia Conference

    SapuraKencana Plans Mexican Expansion To Tap Growth In Americas

    SapuraKencana Petroleum, Malaysia’s biggest listed oil and gas services company by market value, is seeking to expand operations in Mexico as it taps growth in the Americas.

  • Bloomberg
  • 09 July 2014
  • Perspective
  • Back to top
    strategy

    Markets – Upside Potential Limited In The Near Term

    Two weeks ago, I mentioned that a dragonfly doji seemed to have formed on 10 Jun which typically marks a potential change in trend. The drop in the next two days (11 & 12 Jun) seemed to corroborate the formation.

  • Ernest Lim
  • 01 July 2014
  • Perspective
  • Back to top
    Top-performer

    Who Are The Top Performers And Hot IPOs Of 1H14?

    What are the stocks that have been heating up the Malaysian stock market?

  • Brian Brinker
  • 30 June 2014
  • Bursa Malaysia, Perspective
  • Back to top
    thumb msia

    1H14 Market Round-Up: What’s Happening In Malaysia?

    By and large, it’s been an exciting year for investors in Malaysia through the first two quarters where we saw the KLCI losing, and then winning.

  • Brian Brinker and Ong Qiuying
  • 30 June 2014
  • Bursa Malaysia, Perspective
  • Back to top
    General Images Of China Economy Ahead Of Purchasing Managers Index Data

    China Credit: Property Flops Seen As US$33b In Trusts Due

    Chinese property trusts face record repayments next year as the real-estate market cools, fuelling speculation among bond funds that more developers will collapse.

  • Bloomberg
  • 25 June 2014
  • Perspective
  • Back to top
    Weekly-Market-Review1-300x198

    Markets – Limited Potential Upside In The Near Term

    Asian indices continued to gain on the back of strong U.S. indices and better-than-expected data from China on retail sales and lending. Since 1 June, I noticed market volume has been getting lower and quieter.

  • Ernest Lim
  • 17 June 2014
  • Perspective
  • Back to top
    Thumb-gold

    A Playbook To Trading Gold

    Gold had been one of the better tactical shorts over the past year, having lost over 34 percent at one point of time in 2013. The precious metal finally found strong support in December (US$1,182 an ounce) and rallied hard, adding 17.8 percent to a high of US$1,392 an ounce in March.

  • 13 June 2014
  • Perspective
  • Back to top
    in Singapore, on Tuesday, Dec. 10, 2013. Photographer: Brent Lewin/Bloomberg

    3 Things To Look Out For In A REIT

    REITs offer investors a less expensive option to gain exposure in real estate as a landlord. Albeit, not all landlords are created equal. Let’s find out why.

  • Peter Ng
  • 12 June 2014
  • Featured, Perspective
  • Back to top

    China’s PBOC Details Reserve Ratio Cut Aimed At Regional Lenders

    China’s central bank announced a 0.5 percentage point cut in reserve requirements for some banks, giving details of a policy move aimed at supporting smaller companies and agriculture.

  • Bloomberg
  • 12 June 2014
  • Perspective
  • Back to top
    ppty

    Property Investment Forecasts: Where Are The Best Destinations For Future Returns?

    Where are property investment companies recommending the best destinations to invest are today, for maximum long term performance?

  • 09 June 2014
  • Perspective
  • Back to top
    bull-market-istock-8-14-11-slide

    Selective Plays May Outshine The Broad Markets

    Based on Table 1 below, Asian indices rallied amid a slew of positive developments. Expectations on stimulus from central banks in Japan and Europe and on the possible pick up in U.S. economic activity in 2Q buoyed market sentiment. Easing tensions between Russia & Ukraine and generally good corporate results also contributed to the bullish [...]

  • Ernest Lim
  • 03 June 2014
  • Perspective
  • Back to top
    COMFORTDELGRO

    Singapore Opens Bus Market To More Competition To Cut Wait Times

    Singapore is opening its bus services to more competitors in the second half to boost services and cut consumer waiting times.

  • Bloomberg
  • 29 May 2014
  • Perspective
  • Back to top
    Weekly-Market-Review1-300x198

    Broad Markets – Lacking Catalysts For The Upmove In The Near Term

    Looking ahead in the next two weeks, given the low ADX reading of 9.7, it is likely that S&P500 may still be stuck in a trading range between 1,837 – 1,925. The trend continues to be up for now.

  • Ernest Lim
  • 19 May 2014
  • Perspective
  • Back to top
    Stock market chart

    Stock Rotation Not Structural Change

    Global equity markets are currently in a volatility lull. We have not seen violent swings in the world’s VIX (Volatility Index) gauges for over a year, although if you look beyond the index monitor and headline figures, there has been a more precarious development.

  • 15 May 2014
  • Perspective
  • Back to top
    bull-market-istock-8-14-11-slide

    Why The Bull Will Not Desert US Stocks

    The stock market bull run started in March 2009. As we enter into the fifth year of this bull run, there have been concerns that this run might end soon.

  • Daniel Loh
  • 15 May 2014
  • Perspective
  • Back to top
    Views Of The Kwai Tsing Container Terminals As Hong Kong Releases Trade Figures

    Tumble In Fuel Sales Adds To Evidence Of China Slowdown

    Declining demand for ship fuel in Singapore, the merchant fleet’s biggest refuelling hub, is signalling weakening prospects for a rebound in Chinese growth.

  • Bloomberg
  • 15 May 2014
  • Perspective
  • Back to top
    Li Keqiang

    Crisis Gauges Fall As Li Seen Limiting Default Fallout: China Credit

    China’s credit-market gauges show improving risk appetite as the government demonstrates its ability to limit fallout on banks and the economy from defaults.

  • Bloomberg
  • 30 April 2014
  • Perspective
  • Back to top
    strategy1

    Defence Is The Best Form Of Offence?

    It is impossible to see a situation where a particular sector remains completely unscathed from a market meltdown. So what should your investing strategy be in this scenario?

  • 24 April 2014
  • Perspective
  • Back to top
    CapitaMalls Asia & Olam

    With CapitaMalls Asia and Olam Set To Depart, Who’s In?

    First, the criteria. Next, comes the list…

  • Shane Goh and Peter Ng
  • 22 April 2014
  • Perspective
  • Back to top
    Blue-Chip-Cookie

    4 Factors Before A Stock Becomes A Blue Chip

    How does one find out who comes aboard next after Olam International and CapitaMalls Asia leave the STI?

  • Peter Ng and Shane Goh
  • 22 April 2014
  • Perspective
  • Back to top
    Weekly-Market-Review1-300x198

    Corporate Results – Key For Near Term Market Direction

    Since 4 April, Asian ex Japan stocks rose on mostly better than expected U.S. data & U.S. corporate earnings. Speculation on potential stimulus from the China government continued for the past two weeks amid weak China economic data.

  • Ernest Lim
  • 21 April 2014
  • Perspective
  • Back to top
    japanese-yen

    With No Hints Of Future Easing, Will The BOJ Still Act?

    On 8 April, the Bank of Japan (BOJ) left its monetary policy unchanged – as expected. What was not expected was the lack of hints from Governor Haruhiko Kuroda on future easing measures of the BOJ. In fact, Kuroda was actually fairly upbeat on his assessment of the Japanese economy and the subsequent strength in the yen confirmed the disappointment.

  • 17 April 2014
  • Perspective
  • Back to top
    World Bank And International Monetary Fund Spring Meetings

    US As Global Growth Engine Putt-Putts Instead Of Purring

    The US is resuming its role as an engine of global growth, this time one that just putt-putts along instead of purring. As the International Monetary Fund (IMF) declares the strengthening US economy is providing a “major impulse” to the world, economists are questioning just how powerful it will prove to be.

  • Bloomberg
  • 16 April 2014
  • Perspective
  • Back to top
    Bitcoin

    Bite on Bitcoins Or Get Bitten?

    A real estate firm in Australia has began accepting bitcoins as a form of down payment for real estate purchases, is this the signal of a next big-time investment or one that is doomed to fail?

  • Peter Ng
  • 08 April 2014
  • Perspective
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    thumb-hands-money

    Accumulation Of Cash As Potential Correction Looms

    With a Russia-Ukraine crisis brewing and a slowdown in the world’s second largest economy, we caught up with Robin Ho and Collin Seow from Phillip Securities to learn of their market views for 2014.

  • Shane Goh
  • 08 April 2014
  • Perspective
  • Back to top
    Top-performer

    What Are The Best Performing Stocks Of Malaysia In 1Q14?

    Yes. The first quarter has already ended, and it’s filled with full on volatility. Despite that, there will always be stocks that can still perform, and what are the best performing stocks for Malaysia in 1Q14?

  • Brian Brinker and Ong Qiuying
  • 07 April 2014
  • Bursa Malaysia, Perspective
  • Back to top
    thumb_trendspotting1

    SG Market: Not Comfortable To Be 100% Invested For Long

    Although STI has surged, our underlying market tone continues to be pretty quiet. I have raised my equity allocation from 40 percent invested to 100 percent invested for the past two weeks as I raised positions in certain stocks on weakness.

  • Ernest Lim
  • 07 April 2014
  • Perspective
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    General Views Of A Wing Hang Bank Ltd. Branch As OCBC In Exclusive Talks For Takeover

    OCBC Bids US$5b In Biggest HK Bank Offer Since 2001

    Oversea-Chinese Banking Corporation offered HK$38.4 billion (US$5 billion) to buy Wing Hang Bank in the biggest takeover of a Hong Kong lender since 2001 to gain a foothold in the expanding Chinese financial hub.

  • Bloomberg
  • 03 April 2014
  • Perspective
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    Mercedes-Benz

    How Jardine C&C Could Have Paid For Your Mercedes-Benz

    What if I told you, that this blue chip could have paid off the entire price tag of a brand new Mercedes-Benz? Let’s explore how this could have been done.

  • Peter Ng
  • 02 April 2014
  • Corporate Digest, Featured, Perspective
  • Back to top
    thumb-mas-airplane

    Struggling, Malaysian Airline May Need Government Bailout

    Malaysian Airline System may require another financial rescue from state investor Khazanah Nasional.

  • Reuters
  • 26 March 2014
  • Perspective
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    Make money concept

    3 Low Price-to-Earnings Property Plays

    What if a firm could generate $1 in net profit during its financial year for every $2.50 you invest; would you jump in?

  • Shane Goh
  • 25 March 2014
  • Perspective
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    68-Cover Story - Investment Theme & Outlook

    Singapore Market Outlook – Nimbleness Is Key

    Last week, Asian markets tumbled on a surprising hawkish Fed Chair Yellen, coupled with deepening concerns on potential defaults on Chinese firms, as well as the slowing economy in China.

  • Ernest Lim
  • 24 March 2014
  • Perspective
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    IMG_5717

    Where Fund Managers Are Parking Their Money – Part 2

    Meet Dale Nicholls, an award-winning fund manager, as he shares Fidelity’s foundation for success and his outlook on China and the ASEAN region.

  • Shane Goh
  • 21 March 2014
  • Perspective
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    Morningstar

    Where Fund Managers Are Parking Their Money – Part 1

    Keen to find out which asset class had the biggest inflow for 2013?

  • Shane Goh
  • 21 March 2014
  • Perspective
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    OLAM BONDS BUYBACK

    Olam Buyout Caps 55% Rally As Short-Seller Block Praises Change

    Olam International, the Singapore-based commodities trader that short-seller Carson Block has said is worthless, just got a lot more valuable.
    Olam rose 12 percent to $2.23 on 14 March after Breedens Investments, a unit of Temasek Holdings, offered that much for the publicly held equity.

  • Bloomberg
  • 21 March 2014
  • Perspective
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    thumb-shipping

    Global Shippers Must Tighten Belts, China’s COSCO Chairman Says

    Global shipping firms must prepare for another tough year as a glut in global capacity will continue to weigh on profits and margins, the chairman of China’s biggest shipping group, China Ocean Shipping Group Co. (COSCO) said.

  • Reuters
  • 13 March 2014
  • Perspective
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    thumb-housing

    Chinese Developers Bet On Malaysia As Investors Turn Cold On Hong Kong And Singapore

    Malaysia is turning into the darling of Chinese developers as mainland investors turn their backs on market restrictions in Hong Kong and Singapore and bet billions on cheaper housing and higher returns in the Southeast Asian country.

  • Reuters
  • 12 March 2014
  • Perspective
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    thumb-trendspotting-orange

    Market Weakness Yields Opportunities

    For the past two weeks, despite the Ukraine crisis, most Asia markets continued to move higher on the back of better than expected US economic data such as hiring and manufacturing and the resilient US equity markets.

  • Ernest Lim
  • 11 March 2014
  • Perspective
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    Weekly-Market-Review1-300x198

    Navigating A Potential Consolidation With Stock Selections

    As the STI ended 2013 after much turbulence throughout the year, we met up with Phillip Securities to find out about their thoughts for the outlook of 2014.

  • Shane Goh
  • 06 March 2014
  • Perspective
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    thumb-arrow-money

    Four Shares With Consistent Dividend Growth

    Let’s take a look at some companies that have managed to stretch their record of consecutive annual dividend growth by yet another year after reporting their full-year results.

  • Motley Fool Singapore
  • 27 February 2014
  • Perspective
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    market commentary

    Portfolio Construction With A Regular Shares Savings Plan

    A Regular Shares Savings (RSS) Plan using six stocks representing six different industries in the Straits Times Index (STI) would have generated a total return of 7.9 percent over the past 12 months.

  • 26 February 2014
  • Perspective
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    Budget Delay Until January Seen Aiding Both Parties In Congress

    Yellen & China PMI In Focus

    The StraitsTimes Index (STI) has jumped 147 points since the low of 2,953 on 4 February. Notwithstanding the rebound, the current downtrend still prevails.

  • Ernest Lim
  • 25 February 2014
  • Perspective
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    budget-imag-500x378

    Budget 2014, What It Means For Some Companies

    Although the Budget sets forth perks that are attractive to SMEs, I see two points that could serve as headwinds to some listed players.

  • Louis Kent Lee
  • 24 February 2014
  • Perspective
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    bloomberg - PBOC

    China Record Credit Growth Boosts Outlook for Economy in 2014

    Record new credit in China in January will help the economy maintain momentum while highlighting challenges for officials trying to limit the risk of financial turbulence from defaults and bad loans.

  • Bloomberg
  • 21 February 2014
  • Perspective
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    sushi

    Why the Stock Market Is Like an Endless Conveyer-Belt Sushi Buffet

    It is worth noting that we can spend hours on research online when buying a new camera, or even sourcing for the best deals when shopping for our groceries…Yet on stocks, most don’t.

  • Motley Fool Singapore
  • 18 February 2014
  • Perspective
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    iStock_000003745341Small

    Seizing Opportunities In The Current Market Sell-Off

    Although some sectors have been hit by the recent sell off in emerging markets in light of the Fed tapering, there are some bright spots within the economy who stand to gain from the reduction in liquidity.

  • Shane Goh
  • 14 February 2014
  • Perspective
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    Singapore Airlines

    Starry-Eyed Budget Carriers In Southeast Asia Stare At Overcapacity

    Low-cost carriers are flying high in Southeast Asia on the back of sharp growth in air travel, but as hundreds of new jets swarm into the region concerns are rising about its ability to absorb the record numbers of planes on order.

  • Reuters
  • 13 February 2014
  • Perspective
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    iStock_000000220087XSmall

    Straits Times Index Ahead Of The Region In 2014 YTD

    Jardine Matheson Holdings is the largest capitalised representative of the Industrials stock in the STI, while Hongkong Land is the fourth largest capitalised financials stock.

  • 13 February 2014
  • Perspective
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    thumb_technical

    Skittish Start To The Year Of The Horse

    For the past two weeks, Asia markets were plagued by the usual concerns, viz. slowing China economy & concerns over its shadow banking sector, coupled with the sell off in the emerging markets and recent softness in U.S. economic reports etc.

  • Ernest Lim
  • 10 February 2014
  • Perspective
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    Japan's Ruling Liberal Democratic Party Holds Annual Convention

    Abe Doomsday Risk Prompts Moody’s Warning on JGBs

    Moody’s Investors Service says Japan’s biggest banks need to cut bond holdings and boost loans to protect their balance sheets from potential losses should Prime Minister Shinzo Abe’s stimulus spur yield surges.

  • Bloomberg
  • 06 February 2014
  • Perspective
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    stock picks 1

    Instrumental Returns Of The STI Over The Past 10 Years

    The beauty of the ETF is that it invests in the stocks that make up the index, which are then appropriately weighted in order to resemble the performance of the index.

  • 04 February 2014
  • Perspective
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    thumb-blue-chart

    As January Goes, So Goes The Market? Hope Not!

    Asia markets dropped (See Table 1 below) as data from China HSBC Flash Manufacturing PMI showed a surprise contraction which underscored the unevenness of China’s economy. The upcoming FOMC meeting this week and the plunge in the emerging markets’ currencies namely Argentina peso,

  • Ernest Lim
  • 27 January 2014
  • Perspective
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    iStock_000000220087XSmall

    STI Weekly Update (18/01/14)

    The reduction of trading volume in the Singapore market for the past three months has highlighted that major funds have not returned to our market.

  • Jeff Sun
  • 20 January 2014
  • Perspective
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    Views Of Tanjong Pagar Port And Tuas Area In Singapore

    Singapore’s Exports Recovery Limited By Worker Shortage

    Alcotec Precision Engineering owner Colin Kua turned down almost a third of his customers’ orders last year as he grappled with Singapore’s labour shortage. This year may be tougher. “In the future it may be worse – to venture out to other countries may be the only solution,” said Kua, who had to cut the number of foreign employees making items from sockets to semiconductors by half as the government tightened the inflow of overseas workers.

  • Bloomberg
  • 16 January 2014
  • Perspective
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    stock picks 1

    What Chart Types Are You?

    So we’ve got candlesticks, price and figure charts and even candlesticks with volume. All these chart options, which one suits you best?

  • Collin Seow
  • 16 January 2014
  • Education, Perspective
  • Back to top
    thumb - home sales

    Singapore Private Home Sales Plummet As Sector Braces For Tough Year

    The number of private homes sold by developers in Singapore fell more than 80 percent in December from a year earlier, with the property industry bracing itself for a tough 2014 as a series of government measures to cool the market start to bite.

  • Reuters
  • 16 January 2014
  • Perspective
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    golden eggs

    STI Dividends Beat House Prices And Interest Rates In 2013

    Among the STI stocks, Hutchison Port Holdings (HPH) Trust currently maintains the highest indicative dividend yield of 7.1 percent.

  • 14 January 2014
  • Perspective
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    General Views Of Singapore As Monetary Authority Expects Growth To Remain "Moderately Positive"

    2014 Starts With A Whimper But Not Everybody Is Unhappy

    A month ago, I mentioned that I have taken advantage of the selloff to raise my equity allocation from 40 percent to around 90 percent from 2 – 13 December.

  • Ernest Lim
  • 13 January 2014
  • Perspective
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    iStock_000004643142XSmall

    Mobile Telecommunications Returned 16.5% In 2013

    Last year, the FTSE ST Telecommunications (Mobile) Index generated a total return of 16.5 percent, which includes dividends distribution.

  • 07 January 2014
  • Perspective
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    thumb-top rated

    Top 3 Rated Buys For 2014

    Despite a turbulent ride last year, all of us are stepping ahead into the New Year with renewed hopes to find bright spots and opportunities in 2014! Before we jump right into the stock picks with top-rated buys, let us look into some of the major themes that would be surrounding the global markets in the coming year.

  • Ong Qiuying and Nicholas Tan
  • 03 January 2014
  • Perspective
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    golden eggs

    2013 Stock Picks: 4th Quarter Review

    2013 has indeed been a year of ups and downs for the Singapore market. As the year draws to a close, many questions come to mind as we review the happenings of 2013. How have we performed in the last lap of the race this quarter?

  • Ong Qiuying and Nicholas Tan
  • 03 January 2014
  • Perspective
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    General Views Of Singapore As Monetary Authority Expects Growth To Remain "Moderately Positive"

    Baring To Schroders Avoid Singapore After Slump

    Schroders and Baring Asset Management are avoiding Singapore stocks, the cheapest in Southeast Asia, as slower economic growth in the region and cuts to US Federal Reserve (Fed) stimulus drive capital outflows.

  • Bloomberg
  • 02 January 2014
  • Perspective
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    Thumb_iStock_000011846795=

    Experts’ Take: 2014 Singapore Stock Market Outlook

    The 2014 Stock Market Outlook for Singapore looks at best to be sustained around the closing of Straits Times Index on 31 December 2013 at 3,167 points.

  • Charlie Lau Suan Liat
  • 31 December 2013
  • Perspective
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    Investment target

    STI Highlights Of 2013

    Because of their sheer size, the 30 companies of the STI make up more than half of the market capitalisation of Singapore’s stock market. Like the stock market, these companies are diverse in terms of their geographical reach, relevant business sectors and the years that they have been serving us with products and services. During [...]

  • 31 December 2013
  • Perspective
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    thumb_technical

    Oops! Wrong On Taper But… Right On Market Direction

    Asia markets, with the exception of China and Hong Kong, rose over the past two weeks. (See Table 1) Japan led the gainers with a rise of 5 percent. The Shanghai index fell amid concern on the liquidity situation stemming from the resumption of initial public offerings (IPOs) next month and on slowing economic growth [...]

  • Ernest Lim
  • 30 December 2013
  • Perspective
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    Medical Records & Stethoscope

    From Street Stalls To Bourses, South East Asia’s Traditional Medicine Makers Promise Panacea

    Shares in PT Industri Jamu dan Farmasi Sido Muncul jumped as much as 24 percent when it became the first herbal medicine company to list in Jakarta on 18 December.

  • Reuters
  • 24 December 2013
  • Perspective
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    Investment target

    Highest Indicative Dividends Of The Mid-Caps

    A $50,000 equally balanced portfolio of these ten constituents is expected to yield $3,500 in dividends over 12 months.

  • 24 December 2013
  • Perspective
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    thumb_China Property

    Singapore Developers Build Overseas As Foreign Firms Splash Out On Land

    Singapore’s mid-tier property developers are laying the first stones of their overseas business as domestic sales plunge, land prices climb, and foreign rivals bet high stakes on the city-state’s long-term prosperity. Hiap Hoe and Oxley Holdings followed sector leader CapitaLand this year by going abroad. At home, government action to slow the rise of record-high [...]

  • Reuters
  • 23 December 2013
  • Perspective
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    Bloomberg Perspective

    EU Banks Shrink Assets By US$1.1t As Capital Ratios Rise

    European Union banks have shed more than US$1.1 trillion of assets since the end of 2011 in a shift away from risky investments such as asset-backed debt as regulators push lenders to shore up their balance sheets.

  • Bloomberg
  • 19 December 2013
  • Perspective
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    Bloomberg Corporate Digest

    Scoot To Tiger Air Forge Ventures On Asia Travel Growth

    Singapore Airlines’ (SIA) budget carrier Scoot and Tiger Airways Holdings (Tiger Air) formed partnerships in Taiwan, Thailand and India as demand for budget travel grows across Asia.

  • Bloomberg
  • 19 December 2013
  • Perspective
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    thumb-blue-chart

    STI Arguably The Worst YTD Performer In The Developed Markets. What’s Next?

    Asia markets fell amid renewed concerns of tapering with STI being the worst performer among the indices shown in Table 1. Year-to-date (YTD), the STI has dropped 3.2 percent. It is one of the worst performers, if not the worst, among the developed markets in terms of YTD returns. Technical Analysis Of Indices’ Charts S&P500 [...]

  • Ernest Lim
  • 17 December 2013
  • Perspective
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    stock picks 1

    STI’s Highest Dividend Yields Of 2013

    A total of 12 STI stocks generated a 12 month dividend yield higher than 3.4 percent over the year. Sectors that were represented by the 12 stocks were…

  • 17 December 2013
  • Perspective
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    thumb-tele

    3 Catalysts For Telcos In 2014

    Since the announcement of quantitative easing tapering there appears to be a small handful of sectors that have been more resilient to this volatility, particularly the telecommunications sector in Singapore.

  • Peter Ng
  • 16 December 2013
  • Perspective
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    close up of hand holds pixel graph as concept

    Strongest STI Stocks And Sectors Of 2013 YTD

    The five strongest stocks of the Straits Times Index (STI) in the 2013 year thus far each represented a different sector. The five best performing stocks in the YTD on a total return basis have been…

  • 13 December 2013
  • Perspective
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    Fast learning concept: businessman reading a book

    South African Economic Outlook

    The severe drag on GDP growth over the quarter could be attributed to the manufacturing sector as output fell more than 6 percent. This equates to a negative one percent contribution to total GDP.

  • 11 December 2013
  • Perspective
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    Jean-Claude Trichet Lays Cornerstone For New ECB   Headquarters

    Europe Just Really Does Not Like Ratings Agencies

    One worry that people have about ratings agencies is that they have conflicts of interest in which they are paid by bond issuers to rate bonds, so they have incentives to give bonds — particularly those of frequent and high-paying issuers — high ratings.

  • Bloomberg
  • 05 December 2013
  • Perspective
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    Make money concept

    Telco Dividends Can Help Offset Mobile Phone Bills

    Most people in Singapore have a mobile phone from popular providers SingTel, Starhub and M1. However, how many people have invested in these companies and made money to cover such bills?

  • 03 December 2013
  • Perspective
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    thumb - odd one out

    STI Remains Impervious To External Positive Factors

    Asian markets generally did very well over the past two weeks. Both Hang Seng Index (HSI) and Shanghai Composite Index jumped about 4 percent on optimism over China’s biggest reforms since the 1990s.

  • Ernest Lim
  • 02 December 2013
  • Perspective
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    House Icon Shows House Or Building Price Going Up

    STI And Dividends Beat Housing Prices Over Past 20 Years

    A 20-year return reveals housing prices averaged a 3.95 percent annualised return, while the STI on price alone generated an 3.45 percent annualised return. With dividends however, the STI returns averaged a 6.91 percent total return over the 20-year period.

  • 27 November 2013
  • Perspective
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    Shipbuilding

    Shipbuilding Industry Weathers The Same Storm, Reaps Different Fortunes

    Since the global financial crisis, the shipbuilding industry has sailed through choppy waters. Even China’s largest private shipbuilder, China Rongsheng Heavy Industries Group, was forced to seek government assistance.

  • Shane Goh
  • 22 November 2013
  • Perspective
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    thumb - bernanke

    Bernanke Sees Low Interest Rates Long After Bond Buying Ends

    Federal Reserve Chairman Ben S. Bernanke said the labour market has shown “meaningful improvement” since the start of the central bank’s bond-buying programme and that the benchmark interest rate will probably stay low long after the purchases end.

  • Bloomberg
  • 22 November 2013
  • Perspective
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    sg-issue432-profchan-11-320x237

    China’s Third Plenum “Deepens” Reforms; Pushes Towards Market Economy

    When US Federal Reserve Chairman Ben Bernanke announced that it may be tapering its stimulus package in May this year, Singapore and Hong Kong stock markets went into a correction which lasted until June.

  • 22 November 2013
  • Perspective
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    thumb - china

    China Leadership Pledges Expansion Of Economic Freedoms

    In the biggest expansion of economic freedoms since at least the 1990s, China’s leaders vowed to expand farmers’ land rights, loosen the one-child policy and encourage private investment in state businesses.

  • Bloomberg
  • 21 November 2013
  • Perspective
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    AirAsia X Forecasts Load Factor Over 80% On Tokyo-KL Flights

    No Comfort At Home For AirAsia As Overseas Units Drag

    Malaysia’s AirAsia will take up to two years to realise a profit from its Indonesia and Philippine units, income that would help prop up eroding margins as Asia’s largest budget carrier wages a price war at home.

  • Reuters
  • 20 November 2013
  • Perspective
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    Crash concept on paper hole

    Market Outlook: Post October’s “Selective Stock” Market Crash

    Asia markets mostly jumped in the second week of the last fortnight on optimism that the US is likely to continue its quantitative easing programme until the economy is stronger.

  • Ernest Lim
  • 18 November 2013
  • Perspective
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    Singapore Airlines

    Singapore Airlines Sacrificing Yields To Defend Market Share

    Struggling Singapore Airlines (SIA) is showing little sign of a recovery with passenger yields falling to near four-year lows, highlighting SIA’s eroding pricing power in a weak market for premium airlines.

  • Reuters
  • 13 November 2013
  • Perspective
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    hand holds pixel graph as concept

    Asia’s Highest Dividend Yields In Singapore

    Over the past 10 years, an annual 3.0 percent dividend yield meant the STI averaged 9.5 percent annualised total returns.

  • 13 November 2013
  • Perspective
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    SGX-Thumb

    Capital-Hungry Myanmar Firms Cautiously Drawn To Singapore Listings

    At Yangon International Airport, large blue and white signs in the arrival and departure halls promote Singapore’s stock exchange as the go-to destination for Myanmar businesses seeking capital.

  • Reuters
  • 12 November 2013
  • Perspective
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    Pawnbroking

    Pawnbroking: Rejuvenation Of A Traditional Industry

    The past five years have been a boon period for the pawnbroking industry as pawnshop loans given out amounted to $7.1 billion last year, up 3.9 times from 2008. Shares Investment decided to take a closer look at the industry’s nuts and bolts.

  • Shane Goh
  • 08 November 2013
  • Perspective
  • Back to top
    US Housing

    Property Hot Spots Renew Easy-Money Bubble Fears

    From China to Canada and London, fast-rising property markets are haunting the global economy again, five years after the US subprime mortgage bubble burst and triggered the worst financial crisis since the 1930s.

  • Reuters
  • 07 November 2013
  • Perspective
  • Back to top
    Bank Of Japan Governor Haruhiko Kuroda

    BOJ Struggles To Convince On 2% As Abenomics Shine Dims

    Half a year after Bank of Japan (BOJ) Governor Haruhiko Kuroda unleashed record monetary easing, economists see the bank failing to meet its inflation target, underscoring the case for stronger steps to revive the economy.

  • Bloomberg
  • 07 November 2013
  • Perspective
  • Back to top
    Results

    Jeff’s Performance Of October Historical Calls (Positive!)

    My profit this month, even with a higher losing ratio, has again proved the importance of position sizing and trading with a high reward to risk ratio.

  • Jeff Sun
  • 07 November 2013
  • Perspective
  • Back to top
    stock picks 1

    Impact Of Dividends On Long Term STI Gains

    The Straits Times Index (STI) returns over the past 12 months have been in line with its longer term annualised gains.

  • 05 November 2013
  • Perspective
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    Results

    Singapore 3Q Corporate Results In Full Swing Ahead

    Singapore corporate results for the third quarter will be in full swing commencing this week. Although STI may be range-bound, experienced traders may be able to find opportunities to buy ahead of some companies which are likely to report good or better than expected results.

  • Ernest Lim
  • 04 November 2013
  • Perspective
  • Back to top
    singapore banks

    DBS And OCBC’s Results Top Market Estimates As Core Business Grows

    Singapore’s two biggest banks beat quarterly profit estimates on 1 November 2013, helped by a robust performance in their core lending businesses even as volatile markets hit trading income.

  • Reuters
  • 01 November 2013
  • Perspective
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    singapore-skyline-513342

    Central Bank: Singapore Inflation To Pick Up On Tight Job Market

    Singapore is expected to see inflation pick up in the next few quarters before tapering off towards the end of 2014, the central bank said on 29 October 2013, as cost pressures arise from efforts to stem the flow of foreign workers to the city-state.

  • Reuters
  • 29 October 2013
  • Perspective
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    market commentary

    SGX’s 10 Largest Capitalised Growth Stocks

    Growth stocks are companies that seek consistent, higher than industry average growth in income and prefer to retain earnings to reinvest into the company rather than pay out dividends.

  • 29 October 2013
  • Perspective
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    stock picks 1

    3rd Quarter Stock Picks: In House Selections

    For the fourth quarter of 2013, we are making one change to our in house line-up. Find out which stock we switched as well as the catalysts behind our selections.

  • Choo Hao Xiang and Louis Kent Lee
  • 25 October 2013
  • Perspective
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    Experts' Picks

    3rd Quarter Stock Picks: Experts’ Picks

    In the previous quarter, we featured investment experts, Collin Seow and Willie Tan like for 2013. We bring you their reviews, and what’s changed.

  • Choo Hao Xiang and Louis Kent Lee
  • 25 October 2013
  • Perspective
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    dreamstime_l_20062740

    2013 Stock Picks: 3rd Quarter Drilldown

    Most stocks saw a very volatile season as we witnessed the adjourning of the scraping off of QE, what’s happening to the stocks we picked last quarter, and how did they fare?

  • Choo Hao Xiang and Louis Kent Lee
  • 25 October 2013
  • Perspective
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    thumb-enter-at-your-risk

    Singapore Launches Probe Into Penny Stocks Crash

    Singapore’s central bank and stock market operator are conducting an extensive review of recent share price volatility in three inter-linked Singapore companies, which wiped out billions of dollars in combined market value from the firms.

  • Reuters
  • 25 October 2013
  • Perspective
  • Back to top
    China Biodiesel

    Tax Incentives Boost Chinese Biodiesel Imports, Replace Diesel

    China’s biodiesel imports are surging, displacing local diesel sales as some trading companies take advantage of tax and trade incentives the government provides to boost usage of the blended fuel in the world’s second-largest oil consumer.

  • Reuters
  • 24 October 2013
  • Perspective
  • Back to top
    Watsons

    Li Ka-Shing Watson Spinoff May Bring Biggest Asia IPO in 3 Years

    Billionaire Li Ka-shing’s Hutchison Whampoa is considering selling shares in its A.S. Watson Group retailing unit in what may become Asia’s biggest initial public offering in three years.

  • Bloomberg
  • 24 October 2013
  • Perspective
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    thumb-blue-chart

    US S&P500 Tops Record – Right Move To Accumulate On Previous Weakness

    Asian stocks continued its second week ascent as the US lawmakers ended the government shutdown and averted a debt default. Soothing data from China also supported the market.

  • Ernest Lim
  • 22 October 2013
  • Perspective
  • Back to top
    singapore13

    Singapore Shares On Track For Second Weekly Gain

    Singapore shares rose for a third consecutive day on 18 October 2013, on course for a second week of gains, on quickening growth in China a day after US legislators sealed a last-minute deal to avoid a historic debt default.

  • Reuters
  • 18 October 2013
  • Perspective
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    thumb_China Property

    Planned OUE REIT To Include Shanghai’s Lippo Plaza

    OUE Commercial Trust, a property trust controlled by Singapore-listed developer and hotelier OUE, will buy an office and shopping complex in Shanghai ahead of a listing that is likely to take place early next year, according to regulatory filings.

  • Reuters
  • 17 October 2013
  • Perspective
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    Concept of a plant and a lot of golden coins isolated on white background

    Five Year Price Returns of STI stocks

    Made up of 30 blue chip stocks, the Straits Times Index (STI) has gained 54.7% over the past five years.

  • 16 October 2013
  • Perspective
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    Forecast

    World Bank Cuts China, East Asia Growth Forecasts

    The World Bank lowered its 2013 and 2014 economic growth forecasts for China and most of developing East Asia, citing slower growth in the world’s most populous nation as well as weaker commodity prices that have hurt exports and investments in countries such as Indonesia.

  • Reuters
  • 11 October 2013
  • Perspective
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    Twitter_thumb

    Twitter’s Valuation Seen Exceeding US$20 Billion After IPO

    Twitter’s user growth is slowing and it shows no sign of turning a profit. Some fund managers say that is not going to stop the microblogging service’s US$12.8 billion valuation from treading higher. Much higher.

  • Bloomberg
  • 11 October 2013
  • Perspective
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    thumb-china-flag

    What To Expect After The Golden Week Holidays In China?

    Now that the Chinese National Day holidays are over, investors have switched back to their “operational mode”. How things have changed in the domestic and international markets during the holidays will affect the movements of the Shanghai and Shenzhen stock markets in October.

  • Gui Haoming
  • 11 October 2013
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    Setting Up For A Rally Or Falling Off The Fiscal Cliff

    Grave Digger To Gold Digger: Singapore Business Shifts Feed Governance Worries

    Reverse takeovers and shifting corporate business strategies on Singapore’s stock market have come under the spotlight in the wake of a recent collapse in the share prices of three companies listed on Southeast Asia’s biggest bourse.

  • Reuters
  • 11 October 2013
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    stocks-market

    Mining Businessman To Buy Stake In Singapore’s Blumont, Become Chairman

    Mining businessman Alexander Molyneux will acquire a 7.8 percent stake in Blumont Group and become its chairman, the Singapore-listed diversified holding company said on 7 October 2013.

  • Reuters
  • 08 October 2013
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    US Debt Impasse

    US Budget Impasse – Accumulation Opportunities For The Brave-Hearted?

    The US budget impasse, coupled with concerns over whether the US government will default on its debt exerted downward pressure on Asian stocks.

  • Ernest Lim
  • 07 October 2013
  • Perspective
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    thumb-IPO

    SE Asia IPOs Regain Some Lustre With Strong Westports Pricing

    Westports Holdings, the operator of Malaysia’s busiest port, priced its initial public offering (IPO) at the top of its projected range to raise US$680 million, signalling a boost for Southeast Asia’s capital markets on pent-up demand for emerging market stocks.

  • Reuters
  • 01 October 2013
  • Perspective
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    72 - Market Comms

    Where Is A Good Point To Pick Up STI?

    Will October suffer a stock market panic? With the US government shutdown dateline on Tuesday, 1 October and the debt ceiling dateline on Thursday, 17 October, it seems the market is heading for a rough ride. However, any volatility or consolidation that happens in the market is a good buying opportunity.

  • Daniel Loh
  • 01 October 2013
  • Perspective
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    palm oil fruit Indonesia

    Palm Oil Stockpiles Expanding Adds To Record Supply

    Record inventories of palm in Indonesia, the largest producer, will add to the biggest global supply of vegetable oils in history, driving down costs for makers of everything from food to fuel to soap. Indonesian stockpiles of the most-used oil derived from crops will rise 66 percent to 3 million metric tons by the end [...]

  • Bloomberg
  • 27 September 2013
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    eggs

    Semi-Retirement – Sunset Or Sunrise?

    Before you make any decisions, you need to conduct a frank assessment of your financial situation. Work out what your new monthly bills will be, and look at just how much worse off you’ll be.

  • 27 September 2013
  • Perspective
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    20120726-Casino-1

    Singapore Casinos Trump Macau With Tourism Aces

    Casino operators and regulators around Asia are watching Singapore’s two multi-billion-dollar gaming resorts as they focus on tourists and trade shows to boost revenue in response to restrictions on gambling and a sluggish broader market.

  • Reuters
  • 24 September 2013
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    Thumb-stock

    Fed’s Surprise Non-Tapering Lifts Markets. What’s Next?

    Asian stocks rallied as the Fed unexpectedly refrained from tapering and as Lawrence Summers withdrew himself as a candidate to be the next Federal Reserve chairman.

  • Ernest Lim
  • 23 September 2013
  • Perspective
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    Image for Bloomberg article

    Orders Climb At China’s Shipyards, But Rebound Favours A Few

    China’s troubled shipbuilding sector has returned to the top of the global league this year, ahead of South Korea and Japan, but the headline numbers hide a concentration of orders at a few big yards that could offer a blueprint for the industry’s future.

  • Reuters
  • 20 September 2013
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    my-64-thumb-general

    KL-SG High-speed Rail Proposal – Drawing Closer For Mutual Benefit?

    Residents in Johor Bahru (JB) often complain that the high cost of living in JB can be attributed to the horde of Singaporean visitors who are jacking up prices. Now, if there is a mean of transportation that can whiz Singaporean shoppers to Kuala Lumpur (KL) in 90 minutes, will it drive prices up in KL as well?

  • Yong Chia Win
  • 20 September 2013
  • Perspective
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    68-Perspective - Economy

    Asian Companies Less Upbeat – Asia 3Q13 Business Sentiment Survey

    Asia’s top companies were less upbeat about their business outlook in the third quarter of 2013 as concerns about the global economy and rising costs dampened sentiment, the latest Thomson Reuters/INSEAD Asia Business Sentiment Survey published on 18 September 2013 showed.

  • Reuters
  • 18 September 2013
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    money in the hands

    Federal Reserve Tapering Decision Time

    Global markets are poised for action, with Ben Bernanke’s press conference this evening fast approaching.

  • 18 September 2013
  • Perspective
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    Image for Bloomberg article

    Singapore Aug Exports Fall, But Regional Trends Remain Strong

    Singapore’s non-oil domestic exports unexpectedly fell in August, pointing to continued difficulties faced by its manufacturers. The data puts Singapore at odds with seemingly healthy regional export trends.

  • Reuters
  • 17 September 2013
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    BlackRock 1

    BlackRock’s Kapito Says Emerging Markets Offer Opportunities

    Emerging markets offer good buying opportunities for long-term investors as economies globally improve, Robert Kapito, co-founder and president of BlackRock, said.

  • Bloomberg
  • 13 September 2013
  • Perspective
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    thumb-red-chart

    All Good Things Must Come To An End And So Will The Bad

    There are a few reasons to be singing Auld Lang Syne – a song sung as a farewell or an ending to other occasions because after so many years of involvement with Shares Investment, this will be my final contribution to this publication that I first joined as a Research Analyst in May 2000. I have not stopped writing even though I left in 2006 to pursue another career and I am grateful to the management for giving me the opportunity to write.

  • Gabriel Gan
  • 13 September 2013
  • Perspective
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    money in the hands

    Pawnshops Hit Paydirt As Southeast Asians Sweat Before Pay Day

    Faced with rising living costs and unable to wait until pay day, growing numbers of Southeast Asians are putting their gold jewellery and designer watches in hock, creating a boom in pawnshops across Singapore, Malaysia, Thailand and Vietnam.

  • Reuters
  • 10 September 2013
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    Thumb_iStock_000011846795=

    STI Continues To Be Bearish, Rebound Likely Capped Around 3,097-3,163

    For the past two weeks, Asian stocks were mostly much higher as bullish economic data from China, Europe and the US raised optimism that the global economy is recovering.

  • Ernest Lim
  • 09 September 2013
  • Perspective
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    singapore-skyline-513342

    Jeff’s Performance Of August Historical Calls And Full-Year Trading (Aug12–Aug13)

    I concluded my full year of trading (13 months to be exact) with a total net profit of +$33,343, from a mere start up of $14,800.

  • Jeff Sun
  • 06 September 2013
  • Perspective
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    Review_thumb

    Crunch Time On Friday! Jobs Is The Focus

    We have to remind all to pay close attention on Friday’s Non farm payroll figure. We think that this day may be a game changer.

  • Daniel Loh
  • 03 September 2013
  • Perspective
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    bullbear

    Emerging Markets Take A Tumble; The Tightening Starts Before It Even Begins

    It sure looked like the end of the world for investors in certain parts of the world as stock markets in of emerging economies took a huge beating with some of these indices falling into bear market territory.

  • Gabriel Gan
  • 30 August 2013
  • Perspective
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    thumb-trendspotting

    STI Bearish; Near Term Rebound Likely Capped Around 3,160-3,168

    For the past two weeks, Asia stocks were mixed as concerns over Fed tapering, rising bond yields and fund outflows from countries such as Indonesia, India etc affected the markets.

  • Ernest Lim
  • 26 August 2013
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    iStock_000004643142XSmall

    Gameplan For The Week: Stock Market Tip Toeing Forward?

    We do think that Singapore has reached a region of supports. 3000-3100 is always the region we hope to accumulate some singapore stocks.

  • Daniel Loh
  • 26 August 2013
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    thumb- money

    Malaysia Next In Crosshairs As Asian Contagion Risks Grow

    Indebted, commodity-dependent Malaysia will be in investors’ crosshairs on 21 August 2013 as heavy selling of Indonesia and India’s currencies threatens to spread to other Asian economies seen as most vulnerable to a withdrawal of US monetary stimulus.

  • Reuters
  • 21 August 2013
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    74 - Perspective - Market Data

    Economic Fundamentals Winning The Battle Versus Stimulus Exit?

    It was Federal Reserve (Fed) Chairman Ben Bernanke who first fired the salvo by talking of an end to Quantitative Easing (QE) III. It led to a meaningful correction in the Dow Jones Industrial Average (DJIA), which lost almost 1,000 points over a month from May to June.

  • Gabriel Gan
  • 16 August 2013
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    Image for Bloomberg article

    Singapore Cuts Trade Outlook As China Slowdown Caps Recovery

    Singapore lowered its forecast for exports this year as a slowing expansion in China crimps demand for the nation’s goods, even as services helped the economy grow more than initially estimated last quarter.

  • Bloomberg
  • 16 August 2013
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    thumb-trendspotting-orange

    Markets Likely Range-Bound But Opportunities Exist For The Nimble

    Asian stocks excluding China mainly fell as the yen gained and corporates such as HSBC Holdings and Nikon Corporation posted disappointing results.

  • Ernest Lim
  • 12 August 2013
  • Perspective
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    thumb-442-plantation

    Facing Headwinds In Indonesia, Singapore’s Wilmar Eyes Africa Palm Expansion

    Singapore-listed Wilmar International is looking to expand its palm oil plantations in Africa and could start sugar operations in Myanmar, as its plans to find suitable land in Indonesia hit turbulence.

  • Reuters
  • 07 August 2013
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    thumb-specs-book

    Swiber’s Debut Sukuk Brings Brunei Buyers To Singapore

    A debut Singapore dollar sukuk from offshore marine services company Swiber has introduced a new group of Islamic investors to the city’s capital markets.

  • Reuters
  • 05 August 2013
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    thumb - dbs

    DBS Less Keen On M&A After Indonesia Bank Deal Failure

    Singapore’s DBS Group Holdings said it has little appetite for acquisitions after a US$7.2 billion bid for PT Bank Danamon Indonesia stumbled, adding that it would instead redouble efforts to expand its existing Indonesian operations.

  • Reuters
  • 01 August 2013
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    thumb-IPO

    Soilbuild Business Space REIT Plans $452m-$469m IPO

    Soilbuild Business Space REIT, which owns seven business and industrial properties in Singapore, plans to raise as much as $469 million (US$370.27 million) in an initial public offering (IPO), it said in a prospectus.

  • Reuters
  • 31 July 2013
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    hands on a stock market

    Yield Remains In Equities

    Investors should remain vigilant to weather through this period of uncertainty; we still hold the view that yields remains attractive in equities.

  • Kelly Teoh
  • 30 July 2013
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    thumb-m&a

    United Envirotech, Memstar Tumble On Acquisition

    Shares in United Envirotech tumbled as much as 13 percent to a four-week low after the company announced its plans to acquire assets from Memstar Technology, whose shares were headed for their biggest daily decline in nearly five months.

  • Reuters
  • 30 July 2013
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    hands on a stock market

    Central Bank Meetings, Economic Data And Results To Shape This Coming Week

    Asia stocks were mixed as investors mulled over the latest 2Q US corporate results; weakness in China’s economy and speculation over when the Fed is going to start its bond tapering. (See Table 1 for the indices’ performance over the past two weeks)

  • Ernest Lim
  • 29 July 2013
  • Perspective
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    2Q13 review

    2013 Stock Picks: Second Quarter Review

    Does the recent correction open up any opportunity? As we round up how the stock picks fare over the second quarter, we would be presenting new picks for this quarter.

  • Jade Lee and Choo Hao Xiang
  • 26 July 2013
  • Perspective
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    Does A Change In Language Alter The Fundamental Truth?

    It was a good fortnight for the global markets with the Dow Jones industrial Average (DJIA) at record territories while most other global indices, including key Asian indices, are fighting to emulate the performance of their US counterpart.

  • Gabriel Gan
  • 26 July 2013
  • Perspective
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    thumb-china-yuan

    Singapore Bourse To Trade First SGD-yuan Stock

    Yangzijiang Shipbuiding Holdings will be the first stock on the Singapore Exchange to be traded in both Singapore dollar and yuan, as Singapore pushes for a bigger share in the offshore yuan market.

  • Reuters
  • 25 July 2013
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    thumb-ship-sea

    Banks Raise Bar On Loans To China Shipyards As Beijing Targets Overcapacity

    Banks have tightened lending to Chinese shipyards, putting more pressure on an industry that is already suffering from sluggish demand and a supply glut, as Beijing tries to cut excess capacity across a range of sectors.

  • Reuters
  • 24 July 2013
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    Nam cheong2

    Nam Cheong – Likely Beneficiary Of Malaysia’s Oil And Gas Capex Plans

    It is common knowledge that Malaysia’s Petronas has sharply increased its 2012 to 2017 capex by approximately 70 percent to RM300 billion over the previous five years. A likely beneficiary to this industry development is Nam Cheong.

  • Ernest Lim
  • 22 July 2013
  • Perspective
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    thumb-rig

    Southeast Asia’s Oilfield Service Minnows Come Of Age

    From hauling rigs to delivering toilet paper, firms from Southeast Asia are cornering lucrative niches of the oilfield services market to deliver growth that far outstrips that of much larger global peers.

  • Reuters
  • 22 July 2013
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    thumb-ship-sea

    Singapore Yards Benefit From China Shipbuilding Woes

    Singapore’s Keppel Corp and Sembcorp Marine, the world’s top offshore rig-makers, stand to be among the winners from Beijing’s moves to tighten credit amid a downturn at China’s shipyards.

  • Reuters
  • 18 July 2013
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    thumb-arrow-money

    Asian Bank Asset Quality Seen Weakening As Rates Rise – Moody’s

    The credit quality of banks in the Asia Pacific has likely hit a cyclical peak and many of the region’s lenders will suffer a drop in asset quality over the next one to two years as interest rates rise, Moody’s Investors Service warned.

  • Reuters
  • 17 July 2013
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    singapore-skyline-513342

    4 Reasons Why REITs Are Better Investments Than Real Estate

    REITs investors are able to expose themselves to several sectors of the economy at any one time by distributing their investments across different REIT categories

  • REITsWeek
  • 16 July 2013
  • Perspective
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    iStock_000007872629Medium

    FX-Still Watching Bernanke And China

    If the U.S. economy continues to recover, the central bank may opt to become more vocal about their intentions to prepare the market for a change in monetary policy and as that occurs, the process should be positive for the dollar.

  • Kathy Lien
  • 15 July 2013
  • Perspective
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    thumb-candlelight-hope

    Volatile Week Ahead But Opportunities Abound

    Asia stocks rallied amid smoothing comments from Mr Ben Bernanke who said last week that monetary policy is likely to be “highly accommodative in the foreseeable future”. In addition, companies such as Aloca, JP Morgan and Wells Fargo which reported results last week met or exceeded analysts’ estimates.

  • Ernest Lim
  • 15 July 2013
  • Perspective
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    ocbc

    Best-Ranked Bank OCBC Cautions On China Crunch

    Oversea-Chinese Banking Corporation (OCBC), Southeast Asia’s second-largest lender, says banks doing business in China will have to be more prudent with liquidity to weather any future crises. The credit crunch that started in mid-June is temporary and caught some lenders by surprise, OCBC chief executive officer (CEO) Samuel N. Tsien, 58, said in a Bloomberg [...]

  • Bloomberg
  • 12 July 2013
  • Perspective
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    thumb-perspective-questions-1

    Was 19 June The Day That Killed The Golden Goose Or Did It Wake Investors Up?

    The day US Federal Reserve Chairman Ben Bernanke warned that the stimulus package may come to an end soon, stock markets and commodities fell while the yield on US Treasuries surged after investors dumped almost all financial instruments in their portfolio.

  • Gabriel Gan
  • 12 July 2013
  • Perspective
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    thumb-kreuz

    Kreuz Holdings – Bullish Breakout Flag Formation

    On 28 March, I have written on Kreuz Holdings when it was trading at $0.485 (See http://www.sharesinv.com/articles/2013/04/02/kreuz-holdings-good-results-strong-chart-low-valuations/). It has since appreciated 63 percent to a high of $0.79 on 21 May before retracing to the current level of $0.69.

  • Ernest Lim
  • 05 July 2013
  • Perspective
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    74 - Perspective - Market Data

    Markets – Likely To Be Range Bound With A Downward Bias

    Most Asian markets continued to slide in tandem with the weakness in the bond, commodities and precious metals markets.

  • Ernest Lim
  • 01 July 2013
  • Perspective
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    Smog at Hazardous as Singapore Spars With Jakarta on Fires

    Healthcare In Singapore: Hazy Or Healthy?

    Medtecs International Corporation, a manufacturer of medical consumables (including N95 masks), saw a surge in buying activities. The firm’s share price gained a massive 51.7 percent from $0.06 on 14 June to $0.091 on 21 June

  • Louis Kent Lee and Choo Hao Xiang
  • 28 June 2013
  • Perspective
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    download

    Attempting To Grasp A Whole New World Without Cheap Money!

    A fortnight ago, we witnessed the worse correction in more than a year after Fed Chairman Ben Bernanke breathed words of a gradual withdrawal of stimulus measures. Already so used to life in the stock market with cheap money, investors sold shares, bonds and gold so much so that buyers who had missed the entire rally refused to bargain hunt.

  • Gabriel Gan
  • 28 June 2013
  • Perspective
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    General Images From The G2E Global Gaming Expo

    Little Luck With Genting Singapore? Try Switching To Macau Casinos!

    Genting Singapore (GS) has temporarily lost its shine hammered by its declining VIP segment. Painting a different picture, Macau’s gaming industry continues to show strength with revenue for the month of May surging 13.5 percent mainly driven by expansion of various casino operators. Perhaps, it is time for us to switch to Macau’s gaming industry?

  • Jade Lee
  • 28 June 2013
  • Perspective
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    china flag

    Li’s Cash Squeeze Risks Miss Of China Growth Target

    China’s biggest squeeze on credit in at least a decade is increasing the chance that Li Keqiang will be the first premier to miss an annual growth target since the Asian financial crisis in 1998.

  • Bloomberg
  • 28 June 2013
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    thumb-singtel1

    Eutelsat, KKR Said To Place Bids For SingTel’s Australia unit

    France’s Eutelsat Communications SA and U.S. private equity firm KKR & Co are among the suitors to place first-round bids for Singapore Telecommunications’ (SingTel) Australian satellite unit, a person with direct knowledge of the matter said.

  • Reuters
  • 17 June 2013
  • Perspective
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    thumb_technical

    All Eyes On Fed… Again!

    Asian markets continued their decline into their fifth week on continued concerns of central banks reduced appetite for more stimulus. Since 20 May to 13 June, more than US$1 trillion has been wiped off from the Asia Pacific benchmark equities with some indices such as Nikkei and Hang Seng China Enterprises entering into a bear market (i.e. >=20% fall from the recent high).

  • Ernest Lim
  • 17 June 2013
  • Perspective
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    http://www.dreamstime.com/royalty-free-stock-images-car-money-image11357039

    World Without Easy Money – Is It Necessarily Bad?

    Talks of tapering have been sending shivers through the global stock markets, just how far away is the Fed from tightening the liquidity tap?

  • Daxx Chong
  • 14 June 2013
  • Perspective
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    iStock_000007872629Medium

    End Of QE: How Will It Affect Our Stock Market?

    While concerns of the tapering of quantitative easing (QE) by the Fed remains in the backdrop in the recent couple of weeks, markets have been turning bad news into good news; relating any poor data to more central bank assistance. However, with signs of an economic revival in the US, the “bad news” of the Fed ending stimulus measures could possibly come true in time.

  • Ong Qiuying
  • 14 June 2013
  • Perspective
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    iStock_000011846795Medium

    Clear And Present Danger Threatens To Derail Bull Run

    It is the time that some investors have been waiting for – a correction, one that is long overdue. But funnily, some investors are too afraid to buy even though they have vowed to take the plunge once there is a 5 percent to 10 percent correction.

  • Gabriel Gan
  • 14 June 2013
  • Perspective
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    Airasia2

    AirAsia X To Raise Up To US$370m In IPO To Fund Growth

    AirAsia X, the long-haul arm of Asia’s biggest budget carrier, plans to raise up to US$370 million through an initial public offering in Malaysia to fund its expansion amid a surge in travel demand.

  • Bloomberg
  • 14 June 2013
  • Perspective
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    27989301e

    Economists Lower Singapore Growth, Inflation Outlook

    Singapore’s inflation for 2013 is expected to come in below the central bank’s forecast of 3 to 4 percent, a central bank survey released on 12 June showed, in a sign that rising prices have become less of a concern after two years of elevated cost pressures.

  • Reuters
  • 13 June 2013
  • Perspective
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    Japan

    Why The Yen Refuses To Fall

    Selling the Japanese yen was supposed to be one of the best trades of 2013 and it has been up until now. Since the beginning of the year, the Japanese yen lost as much as 20 percent of its value against the US dollar.

  • Kathy Lien
  • 06 June 2013
  • Perspective
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    Water Treatment

    Singapore’s Water Companies Aim To Quench China’s US$850 Billion Thirst

    Water companies in Singapore are attracting big-name investors as they profit from exporting their expertise to China, which plans to spend US$850 billion over the next decade to improve its scarce and polluted water supplies.

  • Reuters
  • 04 June 2013
  • Perspective
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    70 -Trendspotting Binni Ong

    Markets Weaken, Japan Enters Into A Correction. Should We Bail Out Of The Stock Markets?

    Most Asian indices weakened as Japan market enters into a correction.

  • Ernest Lim
  • 03 June 2013
  • Perspective
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    Question mark

    Australian Dollar – Time to Buy?

    The Australian dollar (AUD) is a currency that Singaporeans watch very careful because of investments, offshore bank accounts, vacation plans or children studying abroad.

  • Kathy Lien
  • 28 May 2013
  • Perspective
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    72 - Investors Corner

    Is A Strong US Dollar Good Or Bad For The World?

    Rising U.S. stocks and U.S. Treasury yields is making the dollar extremely attractive to foreign investors who are worried about capital preservation as much as they are looking for capital appreciation.

  • Kathy Lien
  • 21 May 2013
  • Perspective
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    72 - Financial Planning - EPF Nominations

    Technical Outlook (SembMar, Yanlord, LippoMalls)

    I wrote in March 2013 about this stock on a downtrend move. It has dropped from $4.50 to low of $4.20 since then. Currently , its price has rallied to $4.39 from a low seen 2 weeks ago.

  • Collin Seow
  • 20 May 2013
  • Perspective
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    iStock_000013204591Medium

    Sell In May And Go Away: Keep Or Ditch?

    The month of May has seen a bullish trend across the globe. Led by the groundbreaking US market, regional markets began the dreaded month with much vigor. The question then arises, should you sit tight or bail on your equity holdings?

  • Louis Kent Lee and Choo Hao Xiang
  • 17 May 2013
  • Perspective
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    iStock_000011846795Medium

    Bull Run Still Intact; Economy Still Lackluster But No Corrections As Yet

    The same story gets played out day-in day-out for the past month or so, with no change in the script except for much better scenes being played out in the US. Despite some conflicting signs showing both good and bad news in the US economy, the US market – the entire broad market – surged to fresh highs.

  • Gabriel Gan
  • 17 May 2013
  • Perspective
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    thumb - msia

    Malaysia Growth Seen Over 5% For Longest Run Since 2008

    With Prime Minister Najib Razak’s election victory this month poised to unleash delayed investment projects, economists at banks from Australia & New Zealand Banking Group to Credit Suisse Group AG predict an acceleration in coming quarters.

  • Bloomberg
  • 17 May 2013
  • Perspective
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    72 - Perspective - The Cyprus Effect

    Why Winning The Currency War Has Its Consequences

    You may have heard the term “Currency War” and the idea that countries around the world are competing against each other to achieve a lower currency value through easy monetary policy.

  • Kathy Lien
  • 06 May 2013
  • Perspective
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    iStock_000001514066XSmall

    SI’s Delicate Picks: First Quarter 2013 Review

    Outperformance – that was what all three SI picks have in common. What are the reasons behind and what factors should investors look out for going forward?

  • Choo Hao Xiang and Louis Kent Lee
  • 03 May 2013
  • Perspective
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    stocks-market

    Impressive Straits Times Index, Unimpressive Stock Market

    Contrary to earlier forecast of “gloom and doom” for major Asian indices, several key indices such as the Hang Seng Index (HSI) and Straits Times Index (STI) performed admirably while the most influential and important of all – the Shanghai Composite Index (SSE) tanked quite badly.

  • Gabriel Gan
  • 03 May 2013
  • Perspective
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    China Industrial

    China Industrial Companies’ Profit Growth Slows as Economy Cools

    Growth in Chinese industrial companies’ profits slowed in March, adding to evidence the nation’s economic recovery is losing steam.

  • Bloomberg
  • 03 May 2013
  • Perspective
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    71- Cover Story - Investment Options

    How To Play The Markets Ahead

    Major economies in the world, mainly Japan, Europe as a whole and U.S. are inflating their economies. By printing money and injecting the money into the economy, some of the money goes into the stock market. Therefore, expect the stock market in their region to go up. But beware of corrections along the way even though the trend is up. Let’s take a closer look at U.S. in detail first.

  • 23 April 2013
  • Perspective
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    thumb - golden eggs

    Experts’ Favourites: First Quarter 2013 Review

    Join us in the first of a two-part review of the stock picks performance in the first quarter of 2013! Find out how the market experts’ favourites are faring so far.

  • Ong Qiuying and Nicholas Tan
  • 19 April 2013
  • Perspective
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    Markets Looking Shaky

    Markets Looking Shaky: An Analysis Of What The Charts Are Telling Us

    We must now focus on the corporate results because this will make or break a particular stock, especially an index component stock. Remember how SPH was sold down from $4.68 to $4.23 just within a few days after it reported disappointing earnings? Coupled with plenty of component stocks going ex-dividend soon, the STI looks mightily precarious.

  • Gabriel Gan
  • 19 April 2013
  • Perspective
  • Back to top
    JapaneseYen_thumb

    Ex-Soros Adviser Says BOJ’s Bet On Massive Easing Will Backfire

    The Bank of Japan’s “huge bet” by boosting quantitative easing won’t turn the economy around and is instead sending the nation toward default, said former adviser to billionaire investor George Soros.

  • Bloomberg
  • 19 April 2013
  • Perspective
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    thumb-ipad-pen

    Not A Good Start For Economic Reports In April

    It has been a “so far so bad” situation for the recently released economic reports. Everything from the ISM manufacturing data, ISM non-manufacturing data, ADP employment to the weekly jobless claims have been worse than expectations.

  • Daniel Loh
  • 08 April 2013
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    Consolidating S&P500 – Next Catalyst? Results!

    Over the past two weeks, Asia Pacific indices were mixed as the strong price action in the US markets and the record easing from Japan partially offset the wall of worries which continue to plague the Asian markets.

  • Ernest Lim
  • 08 April 2013
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    thumb - china mfg

    China Manufacturing Expands At Faster Pace, PMI Gauges Show

    China’s manufacturing expanded at a faster pace last month, indicating a recovery in the world’s second-largest economy is sustaining momentum.

  • Bloomberg
  • 05 April 2013
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    Technical Indicators Look Precarious For Asian Markets Even As Dow Hits New Highs

    It is yet another solid fortnight for the US market as the Dow Jones Industrial Average (DJIA) touched new highs while the S&P 500, too, touched fresh closing highs at levels not seen since October 2007.

  • Gabriel Gan
  • 05 April 2013
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    Cyprus Crisis Hits Asian markets, US Markets Resilient

    Over the past two weeks, Asia Pacific indices were mixed as strengthening US economic data and the assurances from Ben Bernanke (that he was not going to stop QE anytime soon) were offset by the weaker than expected economic data from Europe as well as the Cyprus crisis.

  • Ernest Lim
  • 25 March 2013
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    Asian Indices Need To Climb Fast Before US Stock Market Runs Out Of Steam

    Asian stock markets, with the exception of Japan, have underperformed their US counterparts by a long mile. Even European markets have fared better than some major Asian markets even though economic growth continues to be an elusive dream for the European countries especially after what happened in Cyprus.

  • Gabriel Gan
  • 22 March 2013
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    Dow At Record High, Asian Markets Lagged

    Over the past fortnight, Asia markets ex Japan had lagged behind their US counterparts in terms of share price performance.

  • Ernest Lim
  • 11 March 2013
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    The Showdown Between Big Cap IPOs And Small Cap IPOs

    It is hard not to feel a little disappointed when you see your account credited in full with the amount you’ve initially paid up for the MapleTree Greater China Commercial Trust IPO.

  • Louis Kent Lee
  • 11 March 2013
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    thumb-MGCCT

    The Brand Power Of Mapletree

    Thus far, the Mapletree brand of property trusts have shown resounding resilience on debut and a positive outlook on yields even amidst uncertainties in the market.

  • Ong Qiuying
  • 11 March 2013
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    Mixed Feelings Among Investors Despite Dow Jones Hitting Record High

    It has been more than five years since US investors last saw the Dow Jones Industrial Average (DJIA) at such levels.

  • Gabriel Gan
  • 08 March 2013
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    China Benchmark Index Falls Most In Two Years On Property Curbs

    China’s stocks plunged, dragging down the CSI 300 Index by the most in two years, after the government ordered more measures to cool property prices and growth in the nation’s services industries slowed.

  • Bloomberg
  • 08 March 2013
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    Preparing For A Market Correction In March Or Early April?

    On 7th January, we issued an article, “US Market In Super Drive Mood, What Is Next?” providing our views that the stock market will be going higher because of lowered earnings expectations in the fourth quarter.

  • Daniel Loh
  • 26 February 2013
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    Small Caps Continue To Snatch The Market Limelight

    There was mixed performance on the Asian markets. Hong Kong and China markets dropped as their governments stepped up efforts to curb property prices.

  • Ernest Lim
  • 25 February 2013
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    Bloomberg1

    China Stocks Fall Most In Month, Led By Cement, Property Shares

    China’s stocks fell the most in a month after valuations for the benchmark index climbed to the highest level in 17 months and on concern the government may introduce measures to curb property prices next month.

  • Bloomberg
  • 22 February 2013
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    GuocoLeisure Limited

    GuocoLeisure – Portfolio Of Undervalued Assets?

    Guocoleisure Limited (GLL) is a $1b company in market capitalisation. Quek Leng Chan, #5 richest man in Malaysia (Forbes 2012) has about 66 percent interest in GLL.

  • Ernest Lim
  • 20 February 2013
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    STI May Face Near Term Pullback After Breaking Uptrend

    Most Asian indices rose in the past two weeks on stronger than expected US corporate earnings.

  • Ernest Lim
  • 13 February 2013
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    69-Trendspotting Soh Tiong Hum

    GBP’s Turn In The Doghouse

    What’s to love about the Great British Pound (GBP)? Not much. The UK has an economy that can’t recover for any length of time, credit rating downgrades are almost a dead certainty and worst of all there’s a risk of a vicious downward spiral if investors lose confidence.

  • 06 February 2013
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    dk2

    Dukang Distillers – Still Growing Despite Industry Headwinds

    It never rains but it pours. This phrase is an apt description for Dukang Distillers Holdings.

  • Ernest Lim
  • 05 February 2013
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    Concept of a plant and a lot of golden coins isolated on white background

    Small Caps: Where The Real Action Is

    Finishing the year 2012 with a return of 30.7 percent, the FTSE ST Small Cap Index got onto the podium as the top three stars of the FTSE ST Index Series. Will there be a rerun in 2013?

  • Choo Hao Xiang
  • 01 February 2013
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    Abe 1

    Abe Predicts Bump In Tax Revenue As Japan Emerges From Recession

    Japanese Prime Minister Shinzo Abe’s government predicts that tax revenue will exceed cash raised from bond sales for the first time in four years as the nation’s economy emerges from last year’s recession.

  • Bloomberg
  • 01 February 2013
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    Straits Times Index A Whisker Away From 3,300 Points; Situational Plays Dominate

    Yes! It seems that the Straits Times Index (STI) has finally broken the Chinese New Year jinx that has been gripping the stock market for six consecutive years prior to 2012 which is, coincidentally, the Year of the Dragon.

  • Gabriel Gan
  • 01 February 2013
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    S&P 500 Climbed 8th Consecutive Day! What’s Next?

    Asia indices continued their rally in the past two weeks after most US companies reported stronger than expected results, coupled with favourable news from Europe citing banks will repay more of its emergency three-year loans than forecast.

  • Ernest Lim
  • 28 January 2013
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    iStock_000000751662XSmall

    An End In Sight To Risk-On, Risk-Off Forex Rallies?

    The USD has been the currency haven of choice when the world goes through a convulsion of fear with risk-associated currencies such as GBP taking a hit. But the dynamics of the forex market could be about to shift or at least go through a period of confusion.

  • 25 January 2013
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    hands on a stock market

    How Economic Strength Influences Currency Fluctuations

    Deck: Currencies trade in pairs. The strongest trending behaviors tend to follow a pair of weak versus strong economies.

  • Stuart McPhee
  • 23 January 2013
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    iStock_000003745341Small

    2013 Market Outlook And Stock Picks: SI’s Favourites

    After listening in on the market experts’ views, join us as we uncover Shares Investment’s hot favourites in 2013 in this second episode of the stock picks feature.

  • Choo Hao Xiang and Ong Qiuying
  • 18 January 2013
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    iStock_000011846795Medium

    Will February Prove To Be Too Difficult For The Bulls?

    The major indices all enjoyed a superb start to the New Year after the US Congress reached a temporary truce with regards to the fiscal cliff. It seems that investors were not at all worried about the US economy falling off the cliff looking at the performance of the global indices prior to the agreement. [...]

  • Gabriel Gan
  • 18 January 2013
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    iStock_000007519885Small

    Latest Property Curbs To Put Singapore Banks On Better Credit Standing

    The new package of measures designed to cool the local property market have put a dampener on property developers, but there may be something to cheer about where the banks are concerned.

  • Choo Hao Xiang
  • 17 January 2013
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    The Fed Is Likely To Remain Gold’s Best Friend

    Recent announcements from the US Federal Reserve implying a possible end to very lose monetary policy has created upside resistance for the gold price. However, growing desperation among policy makers to bring about sustained economic recovery is likely to be supportive for the yellow metal.

  • 15 January 2013
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    US S&P 500 Closed Near 5-Year Highs; Earnings – The Next Market Catalyst

    Most Asian markets had jumped for the past two weeks after a last minute initial resolution of the fiscal cliff in Washington. See Table 1 below for the indices’ performances over the past two weeks.

  • Ernest Lim
  • 14 January 2013
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    china flag

    China ETFs – Back In Vogue With China Market Rally?

    China market, as represented by Shanghai Composite Index (SHCOMP) has appreciated about 15.8 percent from 1,960 on 3 December 2012 to 2,269 on 31 December 2012.

  • Ernest Lim
  • 08 January 2013
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    US Market In Super Drive Mood, What Is Next?

    On Friday, the Dow Jones Industrial Average increased yet by another 44 points with the Standard & Poor’s 500 increasing another 7 points with the better than expected non-farm payroll job report.

  • Daniel Loh
  • 07 January 2013
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    golden egg concept out of the crowd

    2013 Market Outlook And Stock Picks: Experts’ Favourites

    Join us as we uncover what market watchers think about investing in the equity market this year and which counters are on their radar.

  • Editorial Team
  • 04 January 2013
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    SI Portfolio Beats The STI For The Fourth Consecutive Quarter

    SI Portfolio Beats The STI For The Fourth Consecutive Quarter; Up 43.5% YoY

    We have seen many things happen in 2012 from the re-election of President Obama, the Eurozone debt crisis that is continuing to weigh its negative influence on markets to China’s slowdown.

  • Jade Lee, Louis Kent Lee, and Nicholas Tan
  • 04 January 2013
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    Goldman Sachs Buying Japans Exporters_Banks On Abe Policy Bet

    Goldman Sachs Buying Japan’s Exporters, Banks On Abe Policy Bet

    “The new government has an understanding of the impending danger and a sense of urgency about boosting the Japanese economy. We’re finally going to see an end to Japan’s deflation and a strong yen.”

  • Bloomberg
  • 04 January 2013
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    Wonderful End 2012, Great Start To 2013, But Another Uncertainty Looms

    Wonderful End 2012, Great Start To 2013, But Another Uncertainty Looms!!

    Singapore equities ended 2012 short of reaching 3,200 but investors know that it is only a matter of time before the Straits Times Index (STI) obliges.

  • Gabriel Gan
  • 04 January 2013
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    Business graph

    A Recap Of 2012 Major Events Impacting STI

    As we enter into the New Year 2013, let us take a ride back in-time to revisit the major events which have caused a “roller-coaster” effect on the Straits Times Index for the past year.

  • Nicholas Tan
  • 02 January 2013
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    FX Outlook 2013 – Q&A With OANDA Currency Strategists

    So what can we do to prepare ourselves for 2013? What do you need to know in 2013 that could help you in understanding the forex markets better? In an exclusive interview with Shares Investment, Dean Popplewell, Chief Currency Strategist and Alfonso Esparza, Senior Currency Strategist from OANDA share their views on forex markets in 2013.

  • 02 January 2013
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    US Fell For The Fifth Consecutive Session. Asian Markets To Follow?

    The discussions on the fiscal cliff are likely to continue to dominate the headlines. In addition, concerns on the debt ceiling may start to surface in the next few weeks.

  • Ernest Lim
  • 31 December 2012
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    Fast learning concept: businessman reading a book

    2013 Stock Market Strategy

    2013 would be a very challenging year for Investors & Speculators in the Singapore Stock Market. Investors & Speculators must put in some effort in order to trade profitably. The key words are :Read and Think, Read and Think.

  • Charlie Lau Suan Liat
  • 31 December 2012
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    Budget Delay Until January Seen Aiding Both Parties In Congress

    Budget Delay Until January Seen Aiding Both Parties In Congress

    Republicans and Democrats in the US Congress are starting to talk about the benefits of waiting until January to reach a budget deal, even as House Speaker John Boehner signals openness to allowing tax rates to rise for millionaires.

  • Bloomberg
  • 21 December 2012
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    F&N Pic

    Charoen Said To Seek Additional 10% Stake In F&N From Funds

    Thai billionaire Charoen Sirivadhanabhakdi tried to buy a stake of about 10 percent in Fraser & Neave (F&N) for $9.60 a share from at least two funds as he competes for control of the Singapore company, said three people with knowledge of the matter.

  • Bloomberg
  • 21 December 2012
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    All Eyes On How The Anticipated Economic Rebound Takes Shape

    All Eyes On How The Anticipated Economic Rebound Takes Shape

    We have come to the end of 2012, which is another year filled with plenty of heart-stopping moments that arise from unresolved problems stretching back to 2008 when Lehman Brothers became a part of corporate history.

  • Gabriel Gan
  • 21 December 2012
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    Setting Up For A Rally Or Falling Off The Fiscal Cliff

    Setting Up For A Rally Or Falling Off The Fiscal Cliff?

    In the midst of political-bickering in Washington, it seems very likely that an end to the fiscal cliff will not take place anytime soon. According to President Obama, he wants a solution to the deadlock by Christmas so that consumer and business confidence can return during the festive season.

  • Gabriel Gan
  • 07 December 2012
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    china flag

    China Seen Keeping Growth Target As Manufacturing Gains

    China may maintain its annual economic growth target at 7.5 percent next year in a sign the new leadership headed by Xi Jinping won’t tolerate a bigger slowdown from the lowest goal since 2004.

  • Bloomberg
  • 07 December 2012
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    thumb_apples

    The Apple Phenomenon Decides Market Fate For This Quarter?

    Have you heard of “The Apple Phenomenon”? This phenomenon indicates that the US market follows Apple stock’s movement closely. This is a trend that we have noticed this year.

  • Daniel Loh
  • 06 December 2012
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    thumb_technical

    STXOSV: May Consider Short When STI Pull Back

    Let’s look at the Straits Times Index (STI) first. After going up for the past two weeks, STI tested the resistance at 3,090 for two times but was not able to break above it.

  • Robin Han
  • 04 December 2012
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    thumb-442-chart-pen9

    Markets Likely To Be Whipsawed In Coming Weeks

    Asian stocks notched their second consecutive week of gains amid optimism over US lawmakers that they are closer to a deal to avert the fiscal cliff and also partly due to the oversold nature market prior to the two week rebound.

  • Ernest Lim
  • 03 December 2012
  • Corporate Digest, Perspective
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    thumb_technical

    Editor’s View: S&P 500 Is Still Within The Uptrend Channel

    Asian stocks fell today as the US top lawmakers made little progress in talks on resolving the “fiscal cliff”, ignoring news that the Eurozone finance ministers have agreed to another round of aid to Greece.

  • Xavier Lim
  • 28 November 2012
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    thumb-fiscal cliff

    Who Says We Are Falling Over The Cliff? Not The Americans

    If you have been bearish going into year-end, worrying about the fiscal cliff and the stock market, you probably have got to think again. Americans once again show their retail strength by buying up things and holidaying.

  • Daniel Loh
  • 26 November 2012
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    Conundrum for the Global Consumer Save or Spend

    Conundrum For The Global Consumer: Save Or Spend?

    The global financial and economic downturn of 2008/2009 had major impacts on governments, businesses, and consumers around the world. Not surprisingly, consumers’ response to these events was to cut their consumption drastically; this dramatic cut in spending resulted in higher personal saving rates in many countries.

  • FactSet
  • 23 November 2012
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    Bracing For Year-End Rally End Of Fiscal Cliff Marks Beginning Of A Bullish 2013

    Bracing For Year-End Rally? End Of Fiscal Cliff Marks Beginning Of A Bullish 2013?

    With all eyes on the fiscal cliff in the US, there has been little or no talk about a rally simply because investors are too worried and pessimistic to think or even dream about a rally.

  • Gabriel Gan
  • 23 November 2012
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    President Obama Hosts Congressional Leaders To Discuss Fiscal Cliff

    Could 18th Century’s ‘Sinking Fund’ Solve Fiscal Cliff?

    As President Barack Obama and congressional Republicans seek to resolve the so-called fiscal cliff, the combination of automatic tax increases and spending cuts scheduled for next year, a mutually agreeable solution is lurking in an unexpected place: the 18th century.

  • Bloomberg
  • 23 November 2012
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    S&P500 – Possible Near Term Technical Rebound

    Asian stocks outside Japan declined last week amid mounting worries over US fiscal cliff and as some companies issued downside guidance.

  • Ernest Lim
  • 19 November 2012
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    320x240-SEA Full Steam Ahead Despite Global Adversities

    Southeast Asia: Full Steam Ahead Despite Global Adversities

    For most of this year, woes of the Eurozone debt crisis as well as anaemic labour market and weak consumption growth in the United States have plagued the global stock markets.

  • Daxx Chong, Ong Qiuying, and Nicholas Tan
  • 09 November 2012
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    The Biggest Uncertainty Surfaces After Obama Stays In White House

    The Biggest Uncertainty Surfaces After Obama Stays In White House

    Here we go again, facing one uncertainty after another, even before the tears of Republican supporters have dried.

  • Gabriel Gan
  • 09 November 2012
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