Monday 30 November 2015

Singapore Strategy - OCBC Investment 2015-12-01: Bumpy road ahead, but opportunities exist

Singapore Strategy - OCBC Investment 2015-12-01: Bumpy road ahead, but opportunities existSHENG SIONG GROUP LTD OV8.SI  CAPITALAND LIMITED C31.SI  RAFFLES MEDICAL GROUP LTD R01.SI  DBS GROUP HOLDINGS LTD D05.SI  QAF LTD Q01.SI 

Singapore Strategy: Bumpy road ahead, but opportunities exist 

 Softness in 2016 
 Volatility is the new norm 
 Stick with quality stocks 


A year of two halves 

  • 2015 was a challenging year of two halves. 
  • The first half benefited from spillover optimism from 2014, but this quickly evaporated as the market entered into the second half of the year. Sentiment was dragged down by several key events including Yuan devaluation, the sell-down in Chinese equities, slower growth from Emerging Markets and weakness in commodities. 
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