This is a video by Phillip securities giving their views on the market for the market
Summary:
1) US T-bills yield rates down, together with bond prices down implies that credit market is not good ( people would rather put their cash in safe places then invest other places like the stock market)
2) Recommends to buy commodities like Soy Beans ( because China is increasingly consuming more of these. And Corn ( as harvest is expected to be slowly this year, leading to a shortage of supply)
3) Recommends to buy Singapore and China government bonds, as these 2 countries have lots of reserves and their currency are not expected to drop over too much over the next few years.
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