Zheng Bolun

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

Apple's sales of hardware-related products fell in 2Q23, but the services business grew 8 per cent.
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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...

Singapore's electronics exports are expected to rebound in coming months, helping to lift the manufactoring sector.
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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