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10 global picks in an 'unloved' bull run

SINGAPORE (Jan 23): Technological disruption used to be feared but in today’s context, unpredictable politics is more worrisome. Already, world geopolitics, in the two decades after Sept 11, 2001, has faced plenty of uncertainty. But with US president Donald Trump’s blatant disregard for norms of behaviour, the level of volatility has only gotten worse.

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10 global picks: Electronic Arts

Leading games publisher has a track record of creating immensely-popular titles such as Fifa, The Sims and Command and Conquer. Its new business model emphasises higher margins and more predictable growth in revenue.

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10 global picks: Facebook

The world’s largest social media platform enjoys immense network effect as it gains tighter hold over users and advertisers alike

SINGAPORE (Jan 23): Facebook is a runaway success story. However, the downside is that tech giants like Facebook are viewed as exerting undue influence on culture, the economy and people’s daily lives. None other than Bill Gates, co-founder of Microsoft and one of the world’s richest men, said in June last year at The Economic Club forum in Washington DC that it’s time for government to step in and regulate big tech companies.

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10 global picks: Hainan Meilan International Airport

Its previous association of the HNA Group, which suffers from a crushing debt burden caused by over-expansion, has caused investors to shy away, unfairly, and therefore, pushing valuations down to levels that can’t be ignored

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10 global picks: Harvey Norman Holdings

The Australia-listed retailer is a household name, but not one investors usually like. However, earnings are steady and valuations are attractive. And its dividend yield is too attractive to ignore.

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10 global picks: Intuitive Surgical Inc

Intuitive Surgical, a long term healthcare play, is acknowledged as a pioneer in robotic surgery technology. A huge and growing installed base means plenty of earnings visibility from its recurring customers.

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10 global picks: Isra Vision

Much has been written about the fourth industrial revolution, robotics and robots. Here is a proxy play for that robotic future.

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10 global picks: Kier Group

With Brexit almost done and dusted, this UK construction company could be a turnaround story but is not for the faint-hearted

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10 global picks: San Holdings

Even with the best healthcare, there is always a limit to a human being’s lifespan. For a sure bet on long-term prospects, look nowhere else than San Holdings, a Japan-listed funeral services provider, which is a leading player of its kind in a market with world’s oldest population.

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10 global picks: Shangri-La Asia

The Kuok-family controlled hotel chain suffered from a selldown last year because of the protests in Hong Kong. Its portfolio of properties contributes to a strong balance sheet; its well-recognised brand makes it a favourite of travellers.

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