According to MBKE, Singapore and Singapore corporates have been putting a premium on growth and not enough focus on risks. MBKE reckons that investors should focus on lower-risk and yield assets rather than chase expensive growth stocks.
Have you ever encountered a situation where your financial planner comes to you with this alien acronym “ILP” where he/she touts to you on how good the investment returns are as compared to the usual whole life insurance plans?
Investors have pushed S-REITs to the back of their minds for a while, with expectations of interest rate hikes from the US. However, there are now three compelling reasons why you should get your hands on S-REITs before they get too expensive.
With an average dividend payout ratio of 55 percent and dividend yield of four percent, Singapore remains an attractive haven for yield plays. DBS recommends holding on to yield plays with net cash and sustainable free cash flows rather than REITS.
Myanmar, touted as the “last frontier economy in Asia”, has shown renewed interest in the economy as it opens up. Pro-business sentiments are growing, with both the Government and military eager to see progress for the nation. Here are four reasons why Myanmar is your best bet for growth in the coming five years.
Since the 2011 general election, which forced a U-turn in the government’s liberal immigration policies, wages have risen not because of productivity gains but labour shortages. This is leading to unsustainable wage growth, according to May Bank Kim Eng (MBKE).
A number of things happened following Brexit—the resignation of the UK prime minister David Cameron, a significant fall in major indices, Boris Johnson’s withdrawal from the PM race and Nigel Farage’s resignation from UKIP, etc. Furthermore, International Monetary Fund (IMF) has cut its growth outlook for the Eurozone on the back of the Brexit vote. IMF warned that a new climate of uncertainty across the single currency bloc will dent confidence, fan financial market volatility and spill over into other economies.
Singapore struggled with both structural and cyclical challenges in the past quarter. As a result, the year-on-year GDP growth in 20161Q was only 1.8 percent.
The unexpected occurrence of Brexit sent a shock across financial markets, causing stocks over the world to tumble. Will Brexit take on the catalytic role like Lehman’s collapse before the global financial crisis (GFC)? Regardless of the answer, here are three things CIMB and DBS recommend investors to do after Brexit:
Following UOBKH’s 2H16 outlook, here are three more stocks that UOBKH recommends that are expected to bag double-digit percentage gains for investors. You can view part 1 here.