Won’t it be nice if we can gaze into a crystal ball to see what the rest of 2022 has in store? Even if we can’t, we can do the next best thing, which is to piece together the information we have now to determine how the second half may turn out. News headlines mention a host of risks to watch for, including high inflation and rising interest rates. Prime Minister Lee Hsien Loong has also warned of an impending recession that may hit our shores either next year or in 2024. How should you position yourself and what stocks should you include in your investment portfolio? The pillars of the economy First off, we look at the local banks, which form the pillars of Singapore’s economy. Our mid-year review of the banking sector threw up some interesting findings for DBS Group (SGX: D05), United Overseas Bank Ltd (SGX: U11), or UOB, and OCBC Ltd (SGX: O39)....