Telcos are ready for the Structural Changes (Industry Report)
The Singapore Telecommunication sector is currently undergoing some structural changes in the mobile segment as the traditional voice/SMS driven market is gradually evolving to one that is more dependent on data usage.
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| Uploaded on 14 March 2013
by Kian Teck Ng
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Market Recap - January 2013
December 2012 had been a good month for most stock markets despite concerns over the fiscal cliff. Talks in Washington regarding a resolution to the “fiscal cliff” dominated headlines in December 2012. Bickering between the Republicans and Democrats caused a few hiccups along the way. However, the overall market sentiment remained positive and markets rallied from the sharp selloff seen in late November.
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| Uploaded on 04 January 2013
by Admin
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Asset Allocation Portfolios Review
This is a review of the performance of our five risk appetite based portfolios till 8 Sep 2011. Though only the low and mid-low risk portfolios provided positive returns over the last few months, we are beginning to feel that investors should start to slowly shift their allocation towards the balanced portfolio as equity prices are starting to look attractive.
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| Uploaded on 22 September 2011
by Roger Tan
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Shaken by the Stir and Slipped on Oil... - Monthly Investment Strategy Review
As expected, VIX and observed volatility both increased in Feb 2011 and we argue that these two factors are on an uptrend.
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| Uploaded on 10 March 2011
by Roger Tan
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Is the Rabbit Coming Out of the Hat? - Monthly Investment Strategy Review
We believe that opportunities lie in equities and commodities but investors are now surrounded by more risks in the market. Investors should therefore try to hedge their equity investments with VIX linked investment products while VIX is still cheap.
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| Uploaded on 08 February 2011
by Roger Tan
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"And We Come Back to Equities..." - Monthly Investment Strategy Review
2011 started on a positive note with encouraging economic data coming out from major economies. We now believe that it is a good time to pick up risky assets and reduce bond holdings as growth and inflation risk increase.
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| Uploaded on 05 January 2011
by Roger Tan
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