With markets facing multiple challenges this year, it is a sticky wicket for investment portfolios. You have heard DBS CEO Piyush Gupta and economists, Taimur Baig and Radhika Rao, share their insights on the best opportunities, delivered with a touch of humour to uplift us.
We bring you 8 investment ideas to navigate these tough times.
#ideas2invest
Stay long on India equities
- Despite macro challenges, the investment outlook in growth sectors is bright
- We like the manufacturing, tech, and green transition themes
- Tourism and services sectors' outlook is attractive
What does it mean for your portfolio
- Include Emerging Markets stocks in a diversified portfolio
INR is well placed to recover
- RBI action to stabilize the currency
- INR is well placed to recover as commodities top
What does it mean for your portfolio?
- For an external investor, this year's INR selloff has made the valuation of Indian assets relatively more attractive
Take advantage of high interest rates
- We project mild recessionary scenario as opposed to a stagflationary one
- The market has priced in sustained additional interest rate hikes
What does it mean for your portfolio?
- Deposit rates for the 6- and 12-month time frame are high
SGD has room to strengthen
- SGD has favourable risk-reward against EUR, GBP, and other ASEAN currencies
What does it mean for your portfolio?
- SGD holdings look more attractive vs USD ones
Hedge portfolio with commodities
- Stock market volatility highlights the need for hedges
- Global demand for commodities remain strong
- Oil prices have eased but supply side uncertainties remain
What does it mean for your portfolio?
- We continue to like the Energy space
Reap income from Singapore REITs
- Despite rising rates, REITs remain a solid source of income
- They provide inflation protection and resilient returns
What does it mean for your portfolio?
- Hospitality REITs are picking up momentum
Gold continues to shine
- Physical demand from China and India dominates speculative demand
- Gold demand to be boosted by economic recovery in these markets
What does it mean for your portfolio?
- Include allocations to gold in an investment portfolio
China’s beaten-up assets to get policy support
- Hard to ignore China given its size and breadth of opportunities
- Despite numerous headwinds, there is value in the beaten down Chinese markets
What does it mean for your portfolio?
- Chinese banks show promise given the increasingly supportive policy environment
For more information on these ideas, please contact your RM.
our speakers
Piyush Gupta
Group CEO, DBS Bank
Piyush’s illustrious banking career stretches four decades. He was named one of the world’s top 100 best-performing chief executives in Harvard Business Review – 2019 edition of ‘The CEO 100’, and also Global Indian of the Year by the Economic Times in 2021. This evening will see Piyush muse on markets and money in a slightly different light.
Biswa Kalyan Rath
Host & Comedian
As one of India’s most-followed comedians, Biswa uses his IIT-Kharagpur education and intimate knowledge of mathematics, language and life to turn every topic into comedic gold. His breakout stand-up special ‘Biswa Mast Aadmi’ was a smashing success, with subsequent productions proving an equal hit with audiences.
Kumar Varun
Host & Comedian
Kumar started as an engineer, became an IT guy, turned into a brand manager, and landed as an actor and stand-up comedian. Together with his partner in crime and friend from work Rahul Subramanian, he formed the comedy collective, Random Chikibum, and went on to win India’s first ever YouTube Comedy Hunt followed by ‘Random Daftar’ – a series of sketches based on humour in corporate life.
Taimur Baig
Chief Economist, DBS Bank
Taimur is no stranger to the hallowed halls of academia and the bustle of the corporate boardroom. He is a prolific writer on a wide range of topics in finance and economy, as well as the host of ‘Kopi Time’, a podcast on markets and economies.
Radhika Rao
Economist, DBS Bank
With over 15 years of experience in macroeconomics and financial markets, Radhika brings with her deep insight and new angles to India, Indonesia, and the other ASEAN-6 countries.
This information herein is published by DBS Bank Ltd. (“DBS Bank”) and is for information only. This presentation is intended for DBS Bank and its subsidiaries or affiliates (collectively “DBS”) and clients to whom it has been delivered and may not be reproduced, transmitted or communicated to any other person without the prior written permission of DBS Bank.
This presentation is not and does not constitute or form part of any offer, recommendation, invitation or solicitation to you to subscribe to or to enter into any transaction as described, nor is it calculated to invite or permit the making of offers to the public to subscribe to or enter into any transaction for cash or other consideration and should not be viewed as such.
The information herein may be incomplete or condensed and it may not include a number of terms and provisions nor does it identify or define all or any of the risks associated to any actual transaction. Any terms, conditions and opinions contained herein may have been obtained from various sources and neither DBS nor any of their respective directors or employees (collectively the “DBS Group”) make any warranty, expressed or implied, as to its accuracy or completeness and thus assume no responsibility of it. The information herein may be subject to further revision, verification and updating and DBS Group undertakes no responsibility thereof.
All figures and amounts stated are for illustration purposes only and shall not bind DBS Group. DBS Group does not act as an adviser and assumes no fiduciary responsibility or liability for any consequences, financial or otherwise, arising from any arrangement or entrance into any transaction in reliance on the information contained herein. In order to build your own independent analysis of any transaction and its consequences, you should consult your own independent financial, accounting, tax, legal or other competent professional advisors as you deem appropriate to ensure that any assessment you make is suitable for you in light of your own financial, accounting, tax, and legal constraints and objectives without relying in any way on DBS Group or any position which DBS Group might have expressed in this document or orally to you in the discussion.
This information is not directed to, or intended for distribution to or use by, any person or entity who is a citizen or resident of or located in any locality, state, country or other jurisdiction where such distribution, presentation, availability or use would be contrary to law or regulation.