Tan De Jun

Big Tech firms such as Microsoft are a dominant force in the US and global equity markets, and play a role in driving the future of the global economy.
INVESTING GLOBALLY & PROFITABLY

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

The emergence of these companies as a dominant force reflects the longer-term megatrends towards digitalisation and innovation

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

Semiconductor sales expected to surge 40 per cent by 2025, thanks to structural rise in demand

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

Recession in the US seems increasingly remote

The US economy shows resilience even after enduring aggressive rate rises. Is a soft landing really possible? 

Underinvestment in oil and gas assets and the green transition set the world up for higher-for-longer inflation.
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Global equities have run up recently; should you chase the rally?

Inflation may be structural in nature and recession is likely. Investors would be prudent to manage their equity exposure

Quality investing is defined as buying companies with durable long-term profitability, minimal solvency and financial risk, and high earnings quality. The investments are defensive and more resilient in times of market stress.
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How investing in quality securities stands you in good stead

In the current environment of elevated inflation and the expectation of recession, investors will be rewarded for incorporating the quality factor into...

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

The question of a global recession is no longer if, but when. This time, Europe and China are unlikely to help boost...

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

With the Fed looking to step up the pace of rate hikes, how might Singapore’s equity market be affected?