- We highlight 14 Singapore stocks that have meaningful revenue exposure to China should these stimulus measures prove to be a game-changer.
- Our top Singapore stock picks for 2H24 remain CapitaLand Investment (SGX:9CI), Genting Singapore (SGX:G13), Keppel (SGX:BN4), Mapletree Industrial Trust (SGX:ME8U), OCBC (SGX:O39), Sembcorp (SGX:U96), ST Engineering (SGX:S63), Venture Corp (SGX:V03) and Yangzijiang (SGX:BS6).
The Great Wall of Stimulus.
- - Read this at SGinvestors.io -
- help local governments tackle debt.
- As a result of these stronger-than-expected measures, the currency and stock markets rallied with the CSI300 and the Hang Seng Index jumping 15.7% and 13.0% respectively last week, and 8.5% and 2.4% yesterday.
Key data to look out for in the near to medium term.
- Read more at SGinvestors.io.
Above is an excerpt from a report by UOB Kay Hian Research.
Clients of UOB Kay Hian may be the first to access the full PDF report @ https://www.utrade.com.sg/.
Adrian LOH UOB Kay Hian Research | Singapore Research Team UOB Kay Hian | https://research.uobkayhian.com/ 2024-10-01
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