Market Insights 1H22

As we usher in the new year of 2022, the market outlook remains uncertain amid the resurgence of COVID-19. Join us at our upcoming Analyst Week as our analysts walk you through an insightful market forecast and their incisive view on what to expect in 2022.

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Global Economic Risks & Opportunities
+ Bullish SG Market Outlook

11 January 2022 | Tuesday | 6.30pm – 8.00pm

With the US Federal Reserve on its way to complete the tapering of its bond purchases by mid-2022, what are the implications of this "withdrawal" of easy policy on US interest rates and regional central banks' policy stance? We will examine the key themes, opportunities, and risks in the coming year against a backdrop of the shift in central bank policy stance, elevated inflation rates, supply chain bottlenecks, and geopolitical developments among others.

Our bullishness for the Singapore market in 2021 was well-founded and the STI has done well this year, up nearly 17% ytd and easily outperforming all of its peers in the region. For 2022, we look at the various factors that could push the market higher and examine whether some of the external factors like commodity prices, interest rates, US-China relations and heightened climate change sensitivities could weigh.

Speaker's Profile

Teck Kin joined UOB as an economist in 2006. In his current role as Executive Director in Global Economics and Markets Research, he is responsible for macroeconomic and foreign exchange research. Prior to UOB, Teck Kin held various positions in equity and credit analysis in other financial institutions in Singapore, Canada and Taiwan.

Adrian comes with over 20 years’ experience in equities research. Prior to joining UOB Kay Hian, he was in corporate advisory and completed over US$50 million in capital raising projects for SMEs in a diverse range of industries.

SG Small/ Mid-Cap Gems & Trends

13 January 2022 | Thursday | 6.30pm – 8.00pm

Since our recommendation in the previous Analyst Week in Jun 2021, one of our top picks for 2H2021, UMS has seen its share price rallied around 30%. Join us as we reveal more small/mid-cap gems and a new idea that will benefit from the strong demand in the shipping industry as well as another company which has successfully entered into the defense industry that has a high barrier of entry.

Speaker's Profile

John is a ranked analyst in the healthcare and small-cap sectors in the Asiamoney Brokers Poll. Prior to joining UOB Kay Hian, he spent 7 years in Maybank covering a wide range of sectors including healthcare, manufacturing, logistics and small caps.

Heightened Alert for Higher Interest Rates
+ A Thorny Road To S-REITs Reopening

18 January 2022 | Tuesday | 6.30pm – 8.00pm

Stronger economic recovery globally and a more proactive fiscal policy in the US necessitate higher interest rates that is commensurate with the higher aggregate demand. We expect US FED to start hiking FED Funds Rate starting 4Q22 and banks would benefit from NIM expansion in 2023. We view banks as a play on cyclical economic recovery and higher interest rates. Investors will also be rewarded with attractive and recurrent dividend yield.

We will be sharing our stock picks for S-REITs based on hospitality REITs benefitting from recovery in business and leisure travel, both domestically & internationally. Downtown malls will also be benefitting from employees returning to work at their offices starting 1 Jan 22 and recovery of visitor arrivals.

Speaker's Profile

Jonathan has 24 years of experience in equity research and fund management. He was ranked by the Asiamoney Brokers Poll as the No. 2 Best Analyst for Telecommunication Services in Singapore in 2017 and No. 3 Overall Earnings Estimator for Singapore in 2012 in the Thomson Reuters Analyst Awards.

Sectors to Outperform in the US

20 January 2022 | Thursday | 6.30pm – 8.00pm

Last year at this time, the financial headlines were filled with "stay-at-home" stocks, SPACs, hot IPOs and companies of tomorrow favoured by Cathi Wood. Which S&P 500 sectors wound up outperforming? The energy and financial sectors. It is unlikely those two sectors will repeat as winners in 2022, but what will?

Speaker's Profile

Paul is the strategist of UOB Kay Hian Wealth Management. He has 30 years' investment experience in the capital markets and commodities and has held positions in the UK, Geneva, Singapore and the US for the world’s largest commodities trading firm.

Top Picks in HK + Navigating Bond Markets in 2022

25 January 2022 | Tuesday | 6.30pm – 8.00pm

With HSI trading just above 1x PB and the index historically bottoming around 0.97x, we expect further index advances in 1H22 as Chinese regulators continue ramping up support to cushion the economy. Join us as we reveal our top picks that could potentially outperform the HSI.

Bond markets around the world have been subject to ever-increasing volatility over the course of 2021. We will be exploring some of the pertinent macro-related factors from the US and China, and delving into specific sectors and credit markets in Asia. How best to position an Asian-focused bond portfolio to weather the shifting macro and idiosyncratic considerations for the next 12 months.

Speaker's Profile

Ivan joined UOB Kay Hian in 2017 as a Strategist. Prior to joining UOB Kay Hian, Ivan was engaged in equity research at Wing Lung Bank.

Brayan is a career fixed income/credit professional. He is an institutionally trained credit analyst by background, having served in an internal risk management and public market credit research capacity in various banks and broker-dealers.

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