Session 1: SG & US Market Outlook Hybrid Event!

Programme

6.30pm - 7.30pm: SG Market Outlook & Small Mid Cap Ideas (Adrian & John)

7.30pm - 7.50pm: Break*

7.50pm - 8.30pm: US Market Outlook (Paul)

*Light refreshments will be served for in-person attendees. For online attendees, please stay on the same session to join Paul for US Market Outlook.

 

Synopsis

We will reveal small/mid cap gems that could potentially outperform the STI Index and discuss on the Singapore Market Outlook. Two out of three of our top picks in the previous webinar have shown positive return as market sentiment improved due to positive developments on the geopolitical front and interest rate expectation (CSE +5%, Food Empire +1%, Macrco Polo -4%,). The positive developments of war in the Middle East and improving expectation of interest rate environment have brought some positive news for the market but several uncertainties are still on the horizon.

From Covid-19 and zero interest rates, we then had inflation and rapid-fire Fed rate hikes to battle it. In 2024, a return to normalcy is on the cards - while there will be challenges ahead, there will also be many opportunities.

 

Speaker's Profile

Adrian Loh, Head of Research, UOB Kay Hian
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.

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.

Paul De Vierno, Strategist, Private Wealth Management, UOB Kay Hian
Paul is the strategist of UOB Kay Hian Wealth Management. He has 35 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.