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SINGAPORE (Dec 15): Despite a big run in global stock markets this year and clear indications that interest rates are on an upward trajectory, there is still plenty of money to be made if investors focus on the right sectors and keep an eye on valuations.
That is the broad consensus of the four speakers at The Edge Singapore’s 2017 Year-End Investment Forum, held at Suntec Singapore International Convention & Exhibition Centre on Dec 9.
A J Kahling, senior market strategist at TD Ameritrade, notes that stocks around the world have more or less appreciated in unison this past year. And, rather than abandoning the market altogether, many of his firm’s clients are switching from sectors that have run strongly to those that have lagged behind.
While higher stock valuations could mean reduced returns in the future, economic growth and proposed corporate tax cuts in the US could continue providing a positive tailwind for the whole market for now.
Clive Tan, executive director of 8I Holdings, offers a primer on the timeless value investing philosophy of Warren Buffett, and walks the audience through a host of metrics to watch. In a separate interview with The Edge Singapore, he also discloses stocks held by his firm’s Hidden Champions Fund.
Closer to home, signs of a recovery in the property sector and continued broad interest in real estate investment trusts provided the backdrop for specific investing ideas in the local market from our other two speakers: Vikrant Pandey, director of Asean and Hong Kong property and REITs at UOB Kay Hian; and Havard Chi, director and head of research at Quarz Capital Asia.
At The Edge Singapore’s 2017 Year-End Investment Forum, these four market experts offered their views on property developers, REITs, banks and one interesting small-cap stock. Read more in issue 810 of The Edge Singapore (week of Dec 18), which is available at newsstands this week.