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Equity Strategies

Singapore / Equities

Sembcorp Industries could re-rate

July 21, 2017
Sembcorp Industries could re-rate

We believe Sembcorp Industries could re-rate if it divests of Sembcorp Marine. For more top stories on Singapore’s market, see Singapore Wired Daily.

Singapore / Equities

STI’s recent rally lacks follow-through

July 19, 2017
STI’s recent rally lacks follow-through

We hold that view as we believe investors will prefer to wait for the 2Q results season to unfold. As such, we are maintaining our portfolio picks in this update of the Singapore Model Portfolio.

Global / Equities

The US ETF market passed the US$3t mark

July 17, 2017
The US ETF market passed the US$3t mark

Partly thanks to Janet Yellen’s dovish remarks, US-listed ETFs posted net inflows of US$8,249.61m in the past week. For more details, see our Weekly Global ETF Commentary.