Dear readers, in my earlier post on stocks investing strategies for year 2015, I have advocated a “Invest in selective stocks selectively” strategy (you can read the post here). Indeed, choosing what stocks to invest and when to invest are important pillars of sound investing and these two questions pretty much hinge on the key themes driving the stocks markets. I would like to share my humble views on the key investment themes from the United States (US), Europe, China and our country, Singapore for year 2015.

Let us start with Singapore. For Singapore, for January 2015, we have seen two listed companies taken private and they are Popular Holdings and Keppel Land. Going forward, I believe we may see more mergers and acquisitions as companies with intrinsic valuation more than the current market value have their fundamental values unlocked. The Singapore government’s measures on properties will also be …