Chinese New Year is the time of the year where most of us will receive ANG BAO from our loved ones. This is a yearly affair that gives our bank account a little extra boost. But what if you can grow that amount by investing it in the right stocks?
With the festive Lunar New Year fast approaching, for many wedded couples, the time of the year to give out ANG BAO money is also close. For some, it can be a "headache" to fork out a few thousand dollars for the occasion. Fortunately, there is the stock market that allows us to make up the shortfall.
Following our earlier article on the key market themes in China, we zoom in to the top stock picks in CIMB’s handpicked China Model Portfolio.
With solid earnings growth, structural improvement to trigger a further re-rating, continuous funds inflow and reasonable valuations, CIMB believes that investors should continue to stay positive on Chinese equities in 2018. Based on CIMB’s index targets, investors can expect to rake in 20 percent returns for the year by simply investing in the MSCI China and Hang Seng Index.
With valuation in global markets close to inflexion point, investors are looking for new markets to invest in. According to CIMB, the Chinese market would your go-to market. Structural reforms, environmentally friendly policies and property policies are key investment themes that will drive valuation higher in the Chinese market.
Banks in ASEAN went through a turbulent 2017 that was headlined by asset quality woes and fears of protectionism. However, DBS is convinced that 2018 will be a turnaround year for ASEAN banks, given the stronger macro environment in 2018.
Singapore’s property market is on the cusp of recovering, thus leading to an influx of investments into property stocks listed on SGX. However, the attention is still pretty much on the large caps.
STI started the new year at 3,402, which is 13.9 times 12-month forward price-to-earnings. This valuation puts the STI at 0.25 standard deviation above its historical 12-month PE.In the first two trading da...
MSCI China index rose 52.3 percent in 2017, which outperformed most indices in 2017. Moving forward, UOB-Kay Hian (UOBKH) notes that there are still plenty of opportunities in the Chinese market for alpha performance. To get your 2018 to start with a bang, we highlight four more of UOBKH’s alpha picks in the Chinese market.
While 2018 has already started, some investors have yet to prepare our portfolio to ride on the opportunities ahead. To help investors better position our portfolio for 2018, we highlight four Chinese stocks that UOB-Kay Hian (UOBKH) has highlighted as potential alpha picks for the year.