| INVESTOR WATCH |
A contribution from a young investor!
Shop or Save
Save for a rainy day; but rain or shine Singaporeans have been spending conservatively and saving generously, according to a BBC report. Amidst Orchard road's glamorous redevelopment, and 2009’s brisk economic growth
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Singapore Compact CSR Summit is back!
Last year, the Inaugural International Singapore Compact CSR Summit was a great success with Mr Gan Kim Yong, Minister for Manpower as the keynote speaker and H.E. Par Ahlberger, Ambassador of Sweden to Singapore at the opening ceremony.
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Europe: Manufacturing, services expansion accelerates
Europe's services and manufacturing industries expanded at the fastest pace in two years in November after a reviving global economy helped the euro region emerge from the worst recession in more than 60 years.
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OECD cautious in its economic forecast
China has helped to pull developed countries out of recession this year, but the path to sustained growth will be bumpy, the Organization for Economic Cooperation and Development said Thursday in a cautious assessment of the global economy.
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Asia considers capital controls as inflows threaten recovery
Asian policy makers are studying capital controls to limit “hot money” inflows that may stoke asset bubbles and force their currencies to appreciate.
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US mortgage delinquencies a record high
The US economy and the stock market may be recovering from their swoon, but more American homeowners than ever are having trouble making their monthly mortgage payments.
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US: Leading index signals sustained rebound
The US economic recovery will extend into next year as manufacturing expands and the pace of firings abates, reports today indicated.
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| CORPORATE WATCH |
| CitySpring Infrastructure Trust |
A Steady Growth Play
Listed in February 2007, CitySpring Infrastructure Trust was set up by Temasek as one of its key investment platforms focused on infrastructure development, and first such trust to have been listed on the Singapore Stock Exchange. more
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| Abterra Ltd |
Mining for the years ahead
Moving up the mining value chain is what commodities trader and mining stock Abterra is now working towards for sustainable future growth, now that the dust is slowly settling on the economic crisis over the past year, says its executive director Mahesh Mehta. more
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| THE OTHER VIEW |
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| FEATURES |
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Wave of debt payments facing US government
The United States government is financing its more than trillion-dollar-a-year borrowing with i.o.u.'s on terms that seem too good to be true. But that happy situation, aided by ultralow interest rates, may not last much longer. more |
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Ten years later, a cheaper Dow
INVESTORS may take some comfort now that the Dow Jones industrial average is back above 10,000 after slipping to around 9,700 at the end of October. more |
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Rising Debt a Threat to Japanese Economy
How much debt can an industrialized country carry before the nation's economy and its currency bow, then break?
The question looms large in the United States, as a surging budget deficit pushes government debt to nearly 98 percent of the gross domestic product. But it looms even larger in Japan.
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US jobs report highlights shaky recovery
After several months in which the American economy flashed tentative signs of improvement, a sobering report on the national job market released on Friday amplified worries that a lengthy period of lean times lay ahead.
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Warren Buffett reshuffling his bets
When so many others were running scared last autumn, Warren E. Buffett invested billions in Goldman Sachs – and got a far better deal than Washington. But a year after the financial crisis struck, the Oracle of Omaha seems to be worrying that the broader stock market might falter again. After boldly buying when so many were selling assets, his conglomerate, Berkshire Hathaway, is pulling back, buying fewer stocks while investing in corporate and government debt. more |
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| FUND WATCH |
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SECTOR WATCH |
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CHART WATCH |
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Investing in the global recovery through ETFs
Barclays Capital has launched a fund that gives investors a chance at participating in the global recovery pie by riding on the wave of fiscal stimulus packages announced in the last year by various governments around the world. more
Henderson Pacific Equity Fund: Q&A with Andrew Beal, Fund Manager
Year to date, the Fund has delivered +44.9% vs. the benchmark return of +31.4%. Can you share with us what have been the key drivers for the Fund's outperformance? more
Henderson Global Technology Fund
Q&A with fund manager Stuart O'Gorman
Q: What are the current investment themes and examples of stocks in the Henderson global technology portfolio? more
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Hospitality, healthcare and retail sectors looking up
The office rental market could be bottoming and should begin to recover in the second half of 2010, while bullish signs are appearing in the hospitality, healthcare and retail sectors.
Positive signs emerging, risks remain
Based on projections by Semiconductor Industry Association and Gartner, global chip revenue is set to contract for the second consecutive year in 2009 by about 11%.
High-end gains traction despite slowdown in overall sales
The pick-up in high-end transactions despite the slowdown in overall sales volumes should benefit high-end developers such as SC Global, Ho Bee, Wheelock Properties and Wing Tai. Maintain OVERWEIGHT. By UOB Kay Hian
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STI: Resistance at 2800
STI has been somewhat slow in pushing to the upside and has traded sideways for the past week, indicating a lack of conviction for now. The odds are that the 2800 mark will act as a resistance level.
STI: Muted uptrend
While we anticipate the STI to extend its gains this week, we are expecting only a muted uptrend on lacklustre trading activity.
Dollar weakness driving STI higher
With the US dollar weakening and the S&P 500 pushing higher, the STI is likely to trade higher as well though within a more muted trading range.
Tiong Woon & Wilmar
Tiong Woon is displaying good price action at a confluence of support. This makes it a potential long candidate, while Wilmar is exhibiting signs of a potential breakout play.
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| INSIDER TRADES TRACKER |
Selected Insider Trades:
Week of 23 Nov – 27 Nov 2009
more
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| STOCK WATCH |
Otto Marine: Buy
(DMG, 30 Nov)
Noble Group: Buy
(DMG, 30 Nov)
Parkway Life REIT: Buy
(UOB Kay Hian, 24 Nov)
Keppel Corp: Sell
(UOB Kay Hian, 24 Nov)
Ascendas REIT: Hold
(OCBC Research, 24 Nov)
Hyflux: Buy
(OCBC Research, 24 Nov)
Hyflux: Buy
(Kim Eng, 23 Nov)
Genting Singapore: Buy
(OCBC Research, 23 Nov)
Adampak: Buy
(DMG, 20 Nov)
China Fishery: Buy
(DMG, 20 Nov)
Keppel Land: Buy
(Kim Eng, 19 Nov)
Hong Leong Finance: Buy
(UOB Kay Hian, 19 Nov)
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