Singapore Stock Market News
Asia Pacific - Equity Strategy
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Publish date: Tue, 08 Oct 2013, 01:34 PM
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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.
We recommend taking profit in interest rates and domestic economic
sensitive stocks within ASEAN that have rallied strongly post the
surprise decision to delay Fed tapering. We see this as a temporary
reprieve for ASEAN that will not alter, substantially, the fundamental
divergences that are beginning to emerge relative to North Asia.
The
Fed has given ASEAN policy makers a stay of execution in order to
implement structural reform without the added headwind of rising
rates and weaker currencies. We are looking for a combination of
further fiscal reform (Malaysia, Indonesia), rate hikes/currency
stabilizing measures (Indonesia) or for markets to trade outright
cheap (together with a reset lower of near term growth and earnings
expectations) if we are to take more than a tactically positive stance.
Stay long North Asia and sell the ASEAN rally.
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