Singapore Stock Market News
Equities: transition is painful
StockFanatic
Publish date: Mon, 01 Jul 2013, 11:31 AM
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.
| Asia Pacific | EQUITY STRATEGY |
The global debt unwind has paused but is not over. Despite savage
corrections, ASEAN markets and those with weaker fundamentals
(India) still face elevated risk of capital outflows in 2H13. However, a
trend rotation towards North Asia remains at this stage, limited by a
weak growth outlook and rising risk of a policy mistake (China).
 |
| China ex financials still not "cheap" enough? |
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