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


Trump economic adviser bashes Germany on currency: report

WASHINGTON (Feb 1): A top economic adviser to US President Donald Trump bashed Germany for exploiting an undervalued euro to take advantage of its trading partners, the Financial Times reported Tue


Winners and losers under Trump’s 'America First' World Order

SINGAPORE (Jan 26): Barely a week in office and US President Donald Trump has quickly gotten down to fulfilling the promises he has made to his voters, ripping up the Trans-Pacific Partnership Agre

Investing strategy

5 investment themes to prepare for the unexpected this year

SINGAPORE (Jan 10): Bank of Singapore (BoS) Chief Investment Officer (CIO) Johan Jooste is urging investors to adopt a cautious stance going into 2017, going “underweight” on risk assets and “overw

Global Markets

What to expect when Trumponomics is unleashed

SINGAPORE (Dec 20): Trump’s reflationary policies are unlikely to reveal their full impact within the year, but his policies – and the expectation of them – will be central to global developments n

Global Markets

Japan’s annus volatilitis: negative rates, Brexit and then Trump

SYDNEY (Dec 19): For investors in Japan’s markets this year, it’s been a case of one shock after the next in a pattern that might have prepared them well for the era of Donald Trump and his reputat

Asean’s trade links with US aren’t significant, but could it get any worse with Trump?

SINGAPORE (Dec 5): The United States' economy is expected to grow from 1.6% in 2016 to 2.3% and 2.7% in 2017 and 2018 respectively, driven by tax cuts and higher government spending, according to f


Yuan weakness is metals’ strength: Bloomberg Gadfly

SINGAPORE (Nov 17): Most commodities are denominated in, and therefore pegged to, the US dollar but these days the Chinese yuan is starting to have as much influence on prices.

What a Trump presidency means for Singapore developers and REITs

SINGAPORE (Nov 15): Donald Trump's presidency will affect the Singapore property market in three ways, says JP Morgan in a recent report. 

Trump victory does not mean all doom and gloom for China

SINGAPORE (Nov 10): The uncertainties surrounding the future of the US economy and political outlook following Trump’s victory have cast a long shadow over emerging markets, with the perception tha

Be informed of the stories that matter