Nicholas Yeo
Nicholas Yeo
australia concern due emerging growth india markets remains
Australia remains a concern due to its size. The consolation is growth from emerging markets in Indonesia, India and Thailand.
definitely intense makers seeing shortest
There's definitely an oversupply and intense competition. LCD makers are seeing one of the shortest recoveries in the industry.
definitely hurricane market move prices react rita share
Hurricane Rita will definitely have an impact. We'll see the market react and share prices move down.
balance benefit close companies domestic earnings good growth historic investors likely pick slow stock strong
With earnings growth likely to slow and stock valuations close to historic highs, investors should pick companies which can benefit from good domestic demand, and which have strong balance sheets.
company concerned good investors issues negative noise political singapore
With all the issues going on in Singapore and Thailand, there will be some negative political noise but at the end of the day, investors will be more concerned about how good the company is.
balance defensive domestic elements good high looking strong yield
When things are not looking good you have to go for defensive elements like strong balance sheet, high dividend yield and domestic plays.