Singapore Stock Market News
Asian strategy - Two Steps Ahead
StockFanatic
Publish date: Mon, 07 Apr 2014, 02:48 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.
■ Will 2Q14 deliver a big cyclical lift?
The blue-sky scenario: post poor weather recovery in US, mini-stimulus in China, less drag than feared from Japan's consumption tax and anti-deflation policies in Europe. Elections in India and Indonesia offer positive event risk. Our strategy is biased to value cyclical - exporters in Korea and Taiwan, domestic cyclicals in India and ASEAN and mini-stimulus winners in China (JPCHGFW Index).
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