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Session 1: Singapore Market Outlook Hybrid Event! In-Person Event Details Date: 10 July 2024, WednesdayTime: 6.00pm - 9.00pm Venue: SGX Auditorium, Level 2, SGX Centre 1, 2 Shenton Way, Singapore 068804 Programme 6.00pm: Registration & Dinner7.00pm: Welcome Address 7.10pm: Singapore Market Outlook - Speaker: Adrian Loh, Head of Research, UOB Kay Hian 7.25pm: Sectors on the Move - Speaker: Geoff Howie, Market Strategist, SGX Group 7.40pm: Singapore Small/Mid Cap Stock Picks - Speaker: John Cheong, Head of Small Mid Cap Research, UOB Kay Hian 8.00pm: Q&A Session 8.30pm: Networking Session 9.00pm: End of Programme
Synopsis The second half of 2024 presents a cautiously optimistic outlook for the stock market. Key risks include lack of interest rate cuts, persistent inflation, and geopolitical uncertainties. The Singapore market remains defensive, providing a solid foundation for investors’ diversified portfolios, yet it also offers pockets of alpha across various sectors. There were interesting market movements across the sectors in first half of 2024, in addition to both institutional and retail flows. Join us as we share the highlights from first half, as well as to explore the upcoming trends you don’t want to miss for second half. Ongoing geopolitical uncertainties and higher-for-longer interest rate environment continue to cast uncertainties on the market and small/mid cap stocks. Therefore, it is important to stay selective on quality stocks with good fundamentals, such as attractive valuations and strong balance sheet. We will reveal small/mid cap gems that stand a good chance of outperforming the STI Index, including a manufacturing company poised to benefit from the semiconductor cycle recovery and an infrastructure service company offering an attractive dividend yield.Speaker's Profile Adrian Loh, Head of Research, UOB Kay HianAdrian 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. Geoff Howie, Market Strategist, SGX Group Geoff Howie is Singapore Exchange’s Market Strategist, with 25 years of experience in financial markets and macroeconomic analysis. He is the creator and author of the SGX My Gateway Report which highlights local market highlights and developments, serving investors since 2012. The report is one of the most read and regarded in the Singapore financial markets, with one of the largest subscriber bases. Geoff has also led numerous content campaigns for SGX and is a leading market communicator to the investing public. He pens the weekly Inside Insights column in the Business Times and shares his insights through interviews with CNA 93.8 Live and Money FM 89.3 on a regular basis. Geoff was also named a LinkedIn Power Profile in 2018. John Cheong, Head of Small Mid Cap Research, UOB Kay Hian 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.
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