Tan De Jun

Given their high-growth nature, tech companies such as Microsoft tend to command higher valuations than the broader market, and rightfully so, because of their stronger earnings growth.
INVESTING GLOBALLY & PROFITABLY

How the rise of Big Tech is shaping the future of US equity markets 

Semiconductors are the building blocks of technology. The current downturn is a temporary setback for chipmakers.
INVESTING GLOBALLY & PROFITABLY

Chipmakers heading for an epic rebound

Consumer spending has held up, helping to boost US GDP in the second quarter.
INVESTING GLOBALLY & PROFITABLY

Recession in the US seems increasingly remote

Underinvestment in oil and gas assets and the green transition set the world up for higher-for-longer inflation.
INVESTING GLOBALLY & PROFITABLY

Global equities have run up recently; should you chase the rally?

Quality investing is defined as buying companies with durable long-term profitability, minimal solvency and financial risk, and high earnings quality.
INVESTING GLOBALLY & PROFITABLY

How investing in quality securities stands you in good stead

A tight labour market may be the biggest inflationary factor. In the US, there are roughly 1.7 vacancies for every person registered as unemployed.
INVESTING GLOBALLY & PROFITABLY

Why a global recession is likely unavoidable in 2023

This dramatic shift in interest rate policy comes as the Fed is now more attuned with the reality that inflation is no longer transitory, and that higher prices are here to stay.
 

Singapore equities may still gain as Fed steps up pace of rate hikes