Ushering in 2016, we see every stock market plunging. While all these steep market drops are scary and seeing all the red in our portfolios is uncomfortable, we should calm down and look at the issue again. While we adopt a bottom-up approach in investing, we believe in being macro-myopic but macro-aware. I would be sharing pointers from 5 speeches that I find useful to all investors with regards to the economy today.

Mr. Heng Swee Keat

  • Within Asia, countries have healthy fiscal positions, companies have stronger balance sheets and many have grown wiser through the experiences during the 1997 Asia Financial Crisis
  • With the growing middle class, Asia is expected to outperform the rest of the world by a good margin
  • 3 key opportunities within Singapore: Niche Production Activities, …