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Strategy & Stock Picks
Entering 2022, we expect the relaxation of border controls, antiviral drugs, and higher vaccination rates to drive the recovery and re-opening themes.

Our undervalued re-opening trades are inland transport, building material, and even telecommunication sectors. Interest rates are expected to climb faster than anticipated but not derail global growth. Rate-sensitive beneficiaries will be banks and exchanges. Recovery in the emerging market consumer and easing of the electronics supply crunch will be other notable themes.

Join us as our analysts delve deeper into the outlook for 2022 and share their Stock Picks!

Programme:
15 Jan 2022
10.00am - 12.00pm Singapore Stock Picks

22 Jan 2022
10.00am - 11.00am US Equity Big Tech Outlook 1Q2022
11.00am - 12.30pm Hong Kong & China Strategy & Stock Picks

For more information, visit www.poems.com.sg/strategy-stock-picks
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