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02 Aug 2023

2H Regional Outlook: Position for better finish to 2023 - Catalysts in play

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We believe equity markets can overcome the seasonally volatile 3Q to finish the year on a better note if inflation cools further, the Fed stops hiking rates, and China’s recovery resumes.

Click Here: "2 developments to watch"

What does this mean for your portfolio?

We are watching two investment themes: 1) El Niño is back with warmer and drier weather expected over the rest of the year; and 2) AI is breathing new life to the tech recovery. Beyond these, we remain positive on the Hong Kong market.

We like these:

El Niño & AI Market
• Warmer and drier weather could lead to Higher crude palm oil (CPO) prices as crop yields may get affected
• Increase in demand for beverages and cooling devices like air conditioners
• Rising need for oil to generate power as hydro and wind power generation decline

Riding the AI wave
Demand of AI-related segments is expected to pick up strongly.

Still positive on Hong Kong
We stay positive on Hong Kong with the market’s attractive valuation and policy efforts to drive demand.

Want to know more on our stock research ideas?

Please visit DBS Treasures website.
Click under “Research” > “Equities to Watch”: icon-financials

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