The Business Times

Yeo Hui Shi

Even though the yen may strengthen, corporate earnings in Japan are expected to remain well supported and deliver double-digit growth
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2025 is the year to stay bullish on Japan

Valuations of Chinese stocks remain inexpensive by their own historical standards, and are even cheaper compared to the broader global market.
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Can China stage another rebound?

Narendra Modi's ruling party secured a narrow victory in India's elections; Modi now has to rely on allies for a coalition government.
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Rich valuations leave little room for disappointment in Indian equities

Investors should embrace the BOJ's policy pivot as a sign that the country's struggle with deflation is finally ending – a change that has positive implications for the economy.
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Can Japan’s stock market scale new highs?

Investing in an emerging markets ex-China index tracker offers a relatively larger exposure to markets like Taiwan, where companies such as TSMC stands to benefit from robust semiconductor demand.
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Tap emerging market growth, while avoiding specific China risks

China has cut rates to boost the economy and also halved the stamp duty on stock trading. But its problems are structural with no easy fix.
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How to position your portfolio as global equities head for a correction

Rendezvous Grand Hotel Singapore of the Far East Hospitality Trust. The trust saw strong distribution per unit growth in the first half of 2023.
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Is the worst over for Singapore Reits?

China Evergrande Group has yet to win enough support from creditors for its overseas debt restructuring plan.
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Is it time to return to Asian high-yield? Here’s what we are watching

Financial stresses on the US office Reits are well documented. Share prices of Manulife US Reit, Prime US Reit, and Keppel Pacific Oak US Reit slumped as the market reassessed their financial stability and tenant risk.
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S-Reits losing appeal: Average yield of 6% is not good enough

Country Garden's Fengming Haishang residential development in Shanghai. The company focuses on the more challenging tier-3 and tier-4 cities. Its large scale and and uncertain outlook shows the limitations of policy support.
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Is the 30% rebound in Asian high yield sustainable? We think not

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