Bank of Singapore

Asia's Global Private Bank.

[Bank of Singapore @bankofSG]

Chief Portfolio Strategist Owi Ruivivar shows why portfolios, not individual investments, should be the primary focus of analysis, decision making and capital allocation through a portfolio-first framework built on five ideas.

Read more: https://t.co/O5yd7jWp4H

[Bank of Singapore @bankofSG]

Senior Investment Strategist Neo Bee Leng believes that European private equity provides an option to diversify from US tech concentration, given its exposure to structural growth themes like energy transition, demographics and digitalisation.

Read more: https://t.co/0r0uCfT1MP

[Bank of Singapore @bankofSG]

Head of Equity Strategy Low Pei Han believes that the space economy represents a long-term structural growth theme, providing a differentiated source of alpha through industrial and technological adjacencies.

Read more: https://t.co/pkQoGDQJn7

[Bank of Singapore @bankofSG]

Head of Equity Strategy Low Pei Han considers the impact of a surge in yields on various sectors while noting that a correction could create opportunities, helping investors stay strategically positioned while navigating short-term volatility. https://t.co/f8pfYFVYe2

[Bank of Singapore @bankofSG]

The Trump-Xi summit points to a stabilisation in the US-China relationship and suggests tensions are less likely to escalate. Our CIO Investment Institute sees the CNY as a beneficiary and remains constructive on both US and Chinese equities.

https://t.co/p3SNIKyTyE

[Bank of Singapore @bankofSG]

Equity Strategist Yap Kim Leng highlights carbon credits as having matured into a recognised alternative asset class that offers private wealth clients diversification, climate risk management and alignment with environmental goals.

Read more: https://t.co/TZuPyyFmTC

[Bank of Singapore @bankofSG]

Inflation hit a three-year high, driven by the US-Iran war's oil shock and firm services prices. Chief Macro Strategist Mansoor Mohi-uddin expects persistent inflation to limit the scope of Fed rate cuts for the year. https://t.co/3hTU8ksPud

[Bank of Singapore @bankofSG]

Chief Macro Strategist Mansoor Mohi-uddin notes firmer US payrolls signal a stabilising labour market, reducing the likelihood for a Fed rate cut as steady unemployment and persistent inflation keep policy expectations broadly unchanged. https://t.co/36GM2DcOKF

[Bank of Singapore @bankofSG]

Senior Equity Strategist Louisa Fok views China A shares as better positioned to benefit from the policy support and “AI+” priorities, which were reaffirmed at the April Politburo Meeting.

https://t.co/Rg1pULIOWS

[Bank of Singapore @bankofSG]

Senior Investment Strategist, Bee Leng Neo, highlights hedge funds as effective diversifiers in a higher‑for‑longer world; helping portfolios manage AI‑driven concentration, rising stock‑bond correlation and persistent macro volatility. https://t.co/BsmxfhanYR

[Bank of Singapore @bankofSG]

Senior Investment Strategist Joseph Ng sees Asia tech benefiting from agentic AI, but valuations and earnings durability are being heavily scrutinised. Chinese risk assets remain underappreciated while selected ASEAN markets appear less compelling. https://t.co/HeocDcau8F

[Bank of Singapore @bankofSG]

Chief Macro Strategist Mansoor Mohi-uddin highlights the split in the Federal Open Market Committee may limit scope for cuts, supporting caution on duration since energy driven risks could result in US Treasury yields spiking. https://t.co/v4E4omKhTk

[Bank of Singapore @bankofSG]

Chief Macro Strategist Mansoor Mohi uddin notes that the Bank of Japan held rates at 0.75% but struck a hawkish tone, with rising inflation forecasts and a split vote increasing the likelihood of a rate hike as early as June. https://t.co/gqhn387rsl

[Bank of Singapore @bankofSG]

Chief Macro Strategist Mansoor Mohi-uddin cautions that markets may be too optimistic after the US–Iran ceasefire, as talks stall and physical oil shortages deepen, risking a renewed surge in Brent prices and broader market pressure. https://t.co/XyeioJVD6O

[Bank of Singapore @bankofSG]

As US President Trump has again threatened to fire Federal Reserve Chairman Powell, Chief Macro Strategist Mansoor Mohi-uddin expects rates to be maintained as inflation stays above target, while threats to Fed independence weigh on the USD. https://t.co/B0RLJbi3VJ

[Bank of Singapore @bankofSG]

Chief Investment Strategist Eli Lee expects markets to remain volatile over the near term, but sees an opportunity to add high conviction names as equity markets typically recover from oil shocks after 12 months. https://t.co/QIMGzsYjxL

[Bank of Singapore @bankofSG]

Senior Equity Strategist Louisa Fok sees China and Hong Kong equities as relatively resilient amid geopolitical risks, favouring a barbell strategy to weather rising market volatility in the near term while capturing upside optionality in the long term. https://t.co/4B3w6pofIE

[Bank of Singapore @bankofSG]

Despite recent negative headlines, Senior Investment Strategist Neo Bee Leng believes that leading managers in private markets continue to exhibit discipline and active portfolio management to deliver value-add for investors.

Read more: https://t.co/GNHDMt0KZh

[Bank of Singapore @bankofSG]

This joint strategy report examines how the US-Iran war oil shock is reshaping Emerging Markets' dynamics, favouring selective energy exposure, defensive sectors and prudent duration as volatility and credit dispersion rise.

Read more: https://t.co/mxarpMogOj

[Bank of Singapore @bankofSG]

As long as crude oil prices remain elevated, Chief Investment Strategist Eli Lee expects the pressure on equity and bond prices to continue. However, it may be premature to call an end to the long-term equity bull that began in 2022. https://t.co/yXBuZAhvnr