[Outlook-in-Five] Earnings optimism offsets inflation fears episode artwork

EPISODE · Oct 18, 2021 · 9 MIN

[Outlook-in-Five] Earnings optimism offsets inflation fears

from Bank of Singapore · host Bank of Singapore

Over the past week, markets have been facing a tug of war between optimism over the earnings growth recovery and uncertainty over inflation risks. In this episode, Eli Lee, Head of Investment Strategy at Bank of Singapore, helps investors navigate the latest in market developments: Tug of war between optimism on growth outlook and inflation fears Inflation more persistent than expected but stagflationary scenario not our base case Neutral stance on Chinese equities as low asset prices offset by subdued economic picture For more of our latest market insights, visit:  https://www.bankofsingapore.com/insight-listing.html?

Over the past week, markets have been facing a tug of war between optimism over the earnings growth recovery and uncertainty over inflation risks. In this episode, Eli Lee, Head of Investment Strategy at Bank of Singapore, helps investors navigate the latest in market developments: Tug of war between optimism on growth outlook and inflation fears Inflation more persistent than expected but stagflationary scenario not our base case Neutral stance on Chinese equities as low asset prices offset by subdued economic picture For more of our latest market insights, visit:  https://www.bankofsingapore.com/insight-listing.html?

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[Outlook-in-Five] Earnings optimism offsets inflation fears

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This episode was published on October 18, 2021.

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Over the past week, markets have been facing a tug of war between optimism over the earnings growth recovery and uncertainty over inflation risks. In this episode, Eli Lee, Head of Investment Strategy at Bank of Singapore, helps investors navigate...

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