Equity markets

Bank of America warns of an ‘ominous’ sign for stocks

(Aug 16): Money managers who’ve watched the surge in corporate profits take US equities to records are starting to fret about earnings growth, and that’s an “ominous” sign, Bank of America says.

Beware of rising yields on reverse QE

(Aug 14): There has been quite a bit of talk and concern surrounding the US Federal Reserve’s rate hikes and their potential negative impact on equity markets.

Global Markets

Are global markets overvalued?

(June 20): Globally, equity markets have remained remarkably resilient despite the recent increase in geopolitical risks and related uncertainties.

Ready for rising rates

Koh Liang Choon, head of fixed income at Nikko AM Asia, says the region’s bond market is still growing fast on the back of higher demand and supply.

Investing strategy

Why ‘Trumponomics’ continues to support markets, but not for long

SINGAPORE (Feb 22): Global equities, risk assets and bond yields are on the brink of seeing myriad changes depending on the geopolitical events and policies to come – according to Mark Burgess, chi

Disillusion with Trump reflation offers a bump to emerging Asia

(Fab 10): As disillusion sets in among US Treasury traders about the Trump administration’s lack of progress on reflating the American economy, one major beneficiary is becoming apparent: emerging

Investing strategy

Equities performed within expectations in 2016. Will it be the same in 2017?

SINGAPORE (Feb 1): Bank of Singapore had been successful in predicting the trends in the equity markets in 2016, but concedes that the uncertainties from Donald Trump’s administration has made the


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