Singapore Stock Market News
Global Macro Asset Strategy - Update
StockFanatic
Publish date: Sat, 13 Apr 2013, 12:45 PM
StockFanatic
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Welcome to Stockfanatic Singapore stock market and regional market news. This is a platform to share Singapore stock market and regional news to investors / man in the street. Investors can also look forward to analyst reports and brokers recommendations. Stockfanatic's Singapore stock market and regional news blog, home of investors one stop news station.
Animal spirits have been on the rampage. Ytd, equities
(+7.8%) have outperformed fixed income (+0.9%),
commodities (-1.4%) and gold (-6.4%). In terms of our
global macro asset strategy, we have been spot on thus
far for our broad call of Overweight (OW) equities,
Marketweight (MW) bonds, MW commodities and
Underweight (UW) gold.
The risk, however, of profit taking (correction) this 2Q13
for Equities has risen, given softness in US and various
other data. We do still believe a pull-back in equities
offers an attractive opportunity to accumulate our OWs
in US, CN & HK (on compelling valuations), ID, PH, TH
(resilient domestic demand) and SG (construction boom,
attractive dividend yield). No change to our view it's still
a year for stocks.
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