- 2022 was bad, it also had silver linings – For many investors, 2022 was an annus horribilis. Dislocations brought about by invasion, interest rates and inflation drove volatility and torpedoed valuations.
- Nevertheless, underneath these headlines there were notable positive developments that promise to drive long-term earnings and valuations higher. These largely fell into three categories:
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- reorganization amidst deglobalisation; and
- constructive policy shifts.
- In the long term, we believe the following SG stocks could be key beneficiaries from these trends.
- AEM (SGX:AWX),
- Bumitama Agri (SGX:P8Z),
- ComfortDelGro (SGX:C52),
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- DBS (SGX:D05),
- Frasers Centrepoint Trust (SGX:J69U),
- First Resources (SGX:EB5),
- Raffles Medical (SGX:BSL),
- Sembcorp Industries (SGX:U96),
- SingTel (SGX:Z74),
- ST Engineering (SGX:S63),
- UMS (SGX:558),
- Venture Corp (SGX:V03).
Pivotal developments through the year of 2022…
- Read more at SGinvestors.io.