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OUTLOOK 2024

Analysts bullish on yen, US stocks, Reits and semiconductor plays as interest rates normalise

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Tay Peck Gek

Tay Peck Gek

Published Wed, Jan 3, 2024 · 08:15 PM
    • Big investment themes for the year include macroeconomic uncertainty, lower risk-free rates and artificial intelligence.
    • Big investment themes for the year include macroeconomic uncertainty, lower risk-free rates and artificial intelligence. ILLUSTRATION: SIMON ANG, BT

    MACROECONOMIC uncertainty, lower risk-free rates and artificial intelligence (AI) are among the big investment themes for 2024.

    Beneficiaries of these themes would include the Japanese yen, US-listed stocks, real estate investment trusts (Reits) and semiconductor companies, analysts and market strategists said.

    The Federal Reserve might have lifted the overhang of higher interest rates at its December meeting, when it flagged interest rate cuts in 2024, but the economic climate remains cloudy.

    Investment outlookOutlook 2024Interest ratesyenUS stocksReitssemiconductors

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