According to UOBKH, the investment climate is generally in a risk aversion mode due to external concerns over rising trade tensions, uncertainties over the US midterm elections as well as higher interest rates. To help investors cope with these uncertainties, UOBKH recommends investors to pick stocks using these three strategies.
Given the expected earnings turnaround in FY10/18F and a more balanced product portfolio post acquisition of a 70 percent stake in Willmott Dixon’s project sites and development management arm, the outlook of Eco World is increasingly positive.
Interest in S-REITs has been increasing over the past couple of months, leading to the REIT sector increasing 4.6 percent from the lows in June. According to DBS, this was driven by the market’s flight to safety from the uncertain macro backdrop arising due to the trade war between China and the US.
The oil market seems to be on a comeback, following news of renewed US sanctions on Iran. According to DBS, the rest of the OPEC may not have enough spare capacity to ramp up sufficiently to replace supplies from Iran. This will cause the supply side to remain fundamentally tight in the coming months and lead to higher oil prices in the rest of 2018 and 2019. For investors who are looking to capitalise on the impending rise in oil prices, there are four oil plays that you can look at.
According to DBS, there are three undervalued REITs that should be at the top of your consideration. These three REITs have been overlooked by the market and present buying opportunities for investors who are looking out for bargains.
Hot pot fans, listen up! If you love Hai Di Lao, then this is going to be news for you. The famous Hai Di Lao listed its shares on the Hong Kong Stock Exchange at HK$17.80 per share on 26 September 2018 (today). Here are four things you got to know about Hai Di Lao as it prepares to IPO with an estimated valuation of US$12 billion.
For a period of time, investors have been avoiding REITs for the fear of the impact of the Fed’s interest rate hike. Now, it seems that the time has come for REITs to feature more prominently in investors’ portfolio. In this article, we will focus on three quality REIT gems that DBS thinks every investor in the Singapore market need to have in your portfolio.
It is typically hard to find dividend growth. Here are three Malaysian stocks that CIMB believes will offer investors investment opportunities for the dual play.
Following the Fed committee’s view that inflation has no signs of overshooting above two percent, the market is now of the view that the gradual process of normalisation remains appropriate. This led to the easing of bond yields. In Singapore, the Singapore government 10-year bond yield has eased since peaking in May.
According to CIMB’s analysis, weak 2Q18 results season in Malaysia has led to the emergence of value-growth plays.