The Business Times
business-time-50

Zheng Bolun

Big Tech companies such as Amazon boast strong brands, massive scale and high customer switching costs.
INVESTING GLOBALLY & PROFITABLY

Quality tech companies to drive 2024 returns

The largest US companies have strengthened their dominant positions. Investing in such high-quality companies remains a viable strategy for the long term.

The recent earnings season has highlighted the resiliency of big tech giants such as Apple, and all of them mentioned that AI will be a growth driver moving forward.
INVESTING GLOBALLY & PROFITABLY

Strong fundamentals support further upside for Big Tech

Big Tech stocks’ valuations are backed by strong earnings growth. But the stock price surge may not be repeated in the second half of the year

Singapore's electronics exports are expected to rebound in the coming months, helping to lift the manufacturing sector.
INVESTING GLOBALLY AND PROFITABLY

Singapore economy set to bottom, may spark STI re-rating

GDP growth could rebound in six to 12 months, and spur a turn in investor sentiment

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