Tag: regional equities
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From Greenland to Trade Wars: Navigating the Trump-Era Market Turbulence
Introduction: A new era of policy volatility Investors are contending with a market environment shaped by unpredictable shifts in U.S. policy, where tariff threats and policy pivots echo across global markets. The Greenland-tariff episode may have sounded like a niche headline, but it underscored a broader reality: everyday investment decisions must account for sudden policy…
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ASEAN at an inflexion point: JPMorgan’s 2026 top picks include DBS, Sea, Singtel
JPMorgan’s 2026 ASEAN outlook: a turning point for earnings and valuations Investors eyeing Southeast Asia have reason to be optimistic about 2026, according to JPMorgan’s regional outlook. After several years of subdued earnings and stretched valuations, the bank’s analysis suggests ASEAN equities could enter an inflexion point next year, with a rebound in corporate earnings…