US equities

BOS bullish on US equities as ‘blue wave’ brings on a ‘stimulus wave’ - THE EDGE SINGAPORE

Broker's Calls

BOS bullish on US equities as ‘blue wave’ brings on a ‘stimulus wave’

The “blue wave” will be bullish for risk assets, pushing up Treasury yields despite a bearish outlook for USD
Mine for growth in emerging markets, but don't underestimate Uncle Sam - THE EDGE SINGAPORE

Investing ideas

Mine for growth in emerging markets, but don't underestimate Uncle Sam

In a low-growth environment, investors, facing limited choices, are willing to pay top dollar for growth stories.

Global Markets

China’s stock market boasts a broader rebound than the record-setting rally in US equities

The CSI 300 Index has 79% of its members trading above their 200-day moving average, almost twice the five-year average. By contrast, the figure for the S&P 500 Index is 62%, a sign of fewer stocks buttressing the rally there.

US Presidential Race

US presidential election and markets: It’s complicated

(Feb 7): For investors carefully considering the 2020 geopolitical calendar and its potential risks, one event looms larger than most. With the major policies of the leading Democrat presidential candidates advocating a stark shift towards a progressive a

Markets

UOBAM favours US equities for resilient corporate earnings

There could also be opportunities within Singapore equities, says UOB Asset Management.

US stocks

Bull market back in sync as Dow finally eclipses January high

(Sept 21): The last victim of the inflation and trade scares that roiled US equities earlier this year has finally recovered.

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.

Global Economy

Where green shoots of sustainable growth can be found

SINGAPORE (May 22): Economic indicators in Europe and Asia are revealing signs of a sustainable growth outlook although US equities could suffer in the near-term from recent political events, according to Deutsche Bank’s weekly CIO Insights report publi

The path for US equities will be uneven, driven by data & policy: Barclays

SINGAPORE (March 22): Barclays Capital is forecasting Standard & Poor’s (S&P) 500 earnings per share (EPS) to hit US$129 ($181) this year, assuming that a 5% sales growth combined with modest margin expansion and continued repurchases will lead to 8% EP

Investing strategy

6 reasons to remain positive on US & EM equities in the year ahead

SINGAPORE (Dec 29): Swiss global financial services company UBS is staying positive on US and emerging market (EM) equities in the year ahead.
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