In order to help you make better investment decisions, we have summarised a list of five things you need to know about the market as an investor.
While the underperformance in May for stocks are well documented, Credit Suisse believes that the current stock fundamentals should encourage investors to stay in the stock market over the medium and long-term, rather than “Sell In May And Go Away”.
In this article, we round up some of the key investment questions that have been debated around the market. And here are five questions highlighting in Credit Suisse's report that will give you an alternative perspective on investments.
Emerging Market equities returned 9.2% as of 16 February 2017, the second strongest start to the year (US Dollar price performance). The strongest was in 2012, which it returned 14.2%. According to Credit Suisse’s research, the analyst team believes that this is going to be the start of EMs outperformance against global equities.
Is protectionism going to help make America great again? Or is it just going to hinder the US’s progress moving forward and allow other economies like China and Europe to take over them? CS weighs in on the cost and benefit of protectionism and analyses whether anyone stands to gain from protectionism.
A new report from the government’s Committee on the Future Economy (CFE) made several recommendations. It mainly consists of a continuation of existing policies while maintaining the government’s mid-term GDP growth rate at two to three percent. The key highlight of the report will be the affirmation of the Smart Nation project as an important part of Singapore's future. Three stocks were selected by Credit Suisse Research as the best proxy for investors to get involved.
Credit Suisse came up with four investment themes for Singapore’s equity market - (1) global reflation and commodity price recovery, (2) rising bond yield, (3) acceleration in mergers and acquisition activities and (4) domestic regulatory changes.
In the first part of the series, we looked into six reasons why investors should own emerging market (EM) Indices heading into 2017. However, there are so many EMs to look at and consider. Which EMs are poised for an outperformance?
2016 has been a good year for EMs, having benefitted from a combination of exceptionally cheap currencies, recovering margins and value creation for the first time in five years.
Fed’s recent decision to raise interest rates and adopt a hawkish tone in its Federal Open Market Committee (FOMC) statement to the market is a reminder of the health of US’s economy. Throughout 2016, the strength of the US economy has prompted investors to keep their focus on the US market.