シンガポール
米連邦準備制度の利下げ後の一時的な米ドルラリーは、ショートドルポジションをリセットする最後のチャンスを提供するでしょう。アジアの割安な通貨が次の米ドル下落の主役となる理由と、今どのようにポジションを取るべきかをご覧ください。
このチャートブックでは、先進国（DM）および新興国（EM）の各国の国際収支を検討します。米国の状況は良くありませんが、他のいくつかの国も同様です。
This week, our screeners cover views on Trump 2.0, defensive US equity sectors, and a pullback in Singapore equities. Our first screener aims to hedge longer term inflation risks that Trump 2.0 will likely generate, targeting US equities that are highly correlated with future inflation expectations. Our second screener identifies several defensive sectors that are worth consideration, in case of a tactical pullback in US equities. Lastly, we pick out Singapore stocks that are cheap and high safety, should a pullback occur in the local bourse given weakening macro and technical conditions.
Can Singapore stocks continue the bull run into 2025? What does the city-state’s manufacturing and export outlook foretell? Is the Singapore dollar still competitive? See our analysis and investment recommendations in today’s report.
