Singapore
While 2024 will see various election risks, global geopolitical uncertainty is driven by the US election and its struggle with Russia, China, and Iran. The stock market can manage local domestic political risk. But it will correct upon a major outbreak of geopolitical uncertainty.
Singapore's NODX: The Rebound Continues…
Singapore NODX: The Contraction Eases…
Deciphering The Signal From Singapore’s NODX…
With easing inflation, Singapore’s domestic liquidity is set to improve meaningfully. Put this bourse on an upgrade watch list. A new trade: go overweight Singapore domestic bonds relative to EM.
Singapore NODX: A Pessimistic Signal For Global Manufacturing…
Singapore Exports: Lingering Weakness…
Executive Summary Singapore stocks are at risk as an impending contraction in global trade will hurt this very open economy and its markets. The country’s foreign reserves are already shrinking as the balance of payments has slid into deficit. The Monetary Authority of Singapore’s (MAS)…
Executive Summary Favor ASEAN And The Philippines
Favor ASEAN And The Philippines…
The Signal From Singapore Exports…