What will we be looking @ in 2008?
Areas:
Inflation - local and regional
Speed of US slow down
Financial sector ability to recover properly
China economic cool down - government interventions
Singapore:
Financial and property sector will be cooling down. Yield plays can be looked into though.
Construction, offshore and marine to continue moving strongly with strong demand ahead and oil price strength going forward.
QDII funds flowing into Singapore - note fundamentally strong counters with big market cap and attractive valuation. Areas to note are those benefectors of growth in China consumption.
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