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9 April 2021


Weekly Wealth Wrap
   
Highlights from the DBS Chief Investment Office

 
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US / CIO Insights
US Equities 2Q21: Recovery gains momentum
The sectoral shift towards Value plays that are more exposed to the economic cycle will gather pace in coming months.

 
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Europe / CIO Insights
Europe Equities 2Q21: Rising tide
We believe opportunities are in the cyclicals which can leverage the strong economic recovery.

 
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US / CIO Perspectives
Position for US infrastructure theme through Tech
We highlight how investors can benefit from the Biden administration's infrastructure plans.

 
Photo credit: AFP Photo

Global / FX Technicals
EUR/JPY: Mapping out a retracement
A technical indicator is slowly moving to reflect an increasingly overbought reading.

 
Photo credit: iStock

Singapore / Industry Update
Singapore logs first uptick in retail sales since 2020
Singapore’s February retail sale rose for the first time since 2020 and we believe this momentum will continue into 1H21. We outline which plays are set to benefit.

 
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