THE WEEK AHEAD
SINGAPORE | EQUITIES | STRATEGY
Big Picture: 2Q15 quarter preview note highlights six key things we think will be different
Big Picture: Our analysis shows that the Dogs of the Dow strategy seems to work in Singapore.
Stay long and strong in the US equity market as we think the recent consumer cooling is
temporary
Research: some new info from our site vist to Croesus Trust’s mall in Japan, a summary of the
consumer sector vis-à-vis the SGX-listed stocks, and our bearish view on the Thai equity market.
Top picks: DBS, SingTel, Cache Logistics, Frasers Centrepoint Trust, Sheng Siong, 800 Super
Key take-aways: Avoid large draw-downs and don’t forget to buy unloved deep cyclicals.Current
deep cyclical “Dogs of the STI” are Noble Group, SembCorp, and Keppel Corp