Oil prices are stabilising towards a decade low. In this week's podcast, we talk about how the risk-reward for the Energy sector is favourable at this juncture, to hold for an eventual oil price recovery while receiving yields of close to 5-7%.

While retail sales will take time to adapt to the new normal, the lack of travel during the year-end holiday period may give retail S-REITs a boost.

Embattled Value plays staged a comeback on positive vaccine news and outperformed Growth stocks. But we believe that this does not mark the start of a Growth-to-Value rotation as Value has been underperforming Growth for more than a decade.

The strong performance of the Singapore property market in 4Q20 have caught the eyes of the government. The sector could face policy tweaks on the horizon, which would be a general overhang on Singapore's listed property developers.

The short squeeze on the shares for GameStop, a video game retailer, has dominated the headlines in recent days. While we believe that this event will have no long-term bearing on large cap quality names and the broader market, this incident signals the rise of the retail investor.

The recent news headlines say it all – US retail investors are in overdrive. Kuaishou saw its share prices triple, and the S&P 500 index hit an all-time high. A question weighing on your mind could well be: "Are markets in euphoric stage?"

In the past two weeks, investors ducked for cover as equities sold off amid a spike in US Treasuries. But this correction is in line with expectations, and we think that March and April are seasonally positive months for Singapore stocks.

如今，全球利率滞留在零水平，有些地区甚至为负数。除此之外，种种迹象表明，利率和收益率在短期内不会回归正常。您该怎么操作？星展投资总监办公室认为投资者应该通过对杠铃投资组合中的某些股票卖出认购期权以产生现金流。