يحاولGOLD- Free

10 best ways to invest in 2025
Singapore Business Review|Issue 110
Analysts are not too worried about the impact of US tariffs.
10 best ways to invest in 2025

Singapore investors are likely to weigh another round of trade wars between the world's biggest economies, Asian currencies' potential rally, and Hong Kong and China's strong tech sectors in what is shaping up to be a “year of volatility,” analysts told Singapore Business Review.

Despite the expected trade uncertainty — fanned by incoming US President-elect Donald Trump’s threat to raise tariffs against China, Canada, and Mexico — most analysts are not too bothered by Asia’s chances this time around.

“We’re tempted to be pretty sanguine about the impact of tariffs,” Mel Siew, a portfolio manager at Muzinich & Co., said in an interview. “The Asian region has got very strong fundamentals. You can make a case that there should be a pretty limited impact as well this time around, despite the initial reaction and volatility.”

Asian equities and currencies would probably perform well, according to analysts.

In Singapore, industries such as fintech, digital assets, and green technologies are rapidly expanding, driven by strong government support, innovation hubs, and regulatory clarity, said Khai Lin Sng, co-founder & chief investment officer, Alta Alternative Investments.

Here are some investment ideas for the next 12 months.

Idea 1: Sell Li & Fung and peers

Despite their more upbeat outlook for the US-China trade situation, analysts still cautioned against companies in sectors that may be caught between the trade wars.

“Li & Fung is a clear sell,” Daniel Tan, a portfolio manager at Grasshopper Asset Management, told Singapore Business Review. The Hong Kong-based supply

chain company endured a sell-off at the height of the US-China trade wars in 2018 and went private in 2020. “I will have that positioning preference for similar quality names in a similar industry,” he added.

هذه القصة مأخوذة من طبعة Issue 110 من Singapore Business Review.

ابدأ النسخة التجريبية المجانية من Magzter GOLD لمدة 7 أيام للوصول إلى آلاف القصص المتميزة المنسقة وأكثر من 9,000 مجلة وصحيفة.

هذه القصة مأخوذة من طبعة Issue 110 من Singapore Business Review.

ابدأ النسخة التجريبية المجانية من Magzter GOLD لمدة 7 أيام للوصول إلى آلاف القصص المتميزة المنسقة وأكثر من 9,000 مجلة وصحيفة.

المزيد من القصص من SINGAPORE BUSINESS REVIEW مشاهدة الكل
All you need is one 'hero' TikTok product
Singapore Business Review

All you need is one 'hero' TikTok product

Brands can boost their gross merchandise value with just one best-selling SKU.

time-read
2 mins  |
Issue 110
Retailers urged to adopt 2D barcodes
Singapore Business Review

Retailers urged to adopt 2D barcodes

The machine-readable symbol gives consumers detailed product info at the point of sale

time-read
2 mins  |
Issue 110
SingPost brings service closer to commuters
Singapore Business Review

SingPost brings service closer to commuters

It plans to expand its service touch points.

time-read
2 mins  |
Issue 110
Xiaohongshu, Taobao could help Singapore brands reach more Chinese clients
Singapore Business Review

Xiaohongshu, Taobao could help Singapore brands reach more Chinese clients

Retailers less familiar with the China market could start with Tmall and JD Worldwide.

time-read
2 mins  |
Issue 110
Decathlon plans to be within 15 minutes of homes
Singapore Business Review

Decathlon plans to be within 15 minutes of homes

The world's largest sporting goods retailer lets clients pick up online orders on the go.

time-read
2 mins  |
Issue 110
Chinese fine dining finds its next course in Singapore
Singapore Business Review

Chinese fine dining finds its next course in Singapore

The city-state's high spending power and big Chinese commune make it an ideal entry point in the Southeast Asian market.

time-read
3 mins  |
Issue 110
Hawker centres struggle to dish up meals even with foreign workers
Singapore Business Review

Hawker centres struggle to dish up meals even with foreign workers

A Singapore plan to allow certain foreigners to work as food assistants in the hawker trade may not translate into a large increase in applicants, given the back-breaking requirements of the job, according to policy experts.

time-read
2 mins  |
Issue 110
OCBC triples quantum tech workforce to enhance cybersecurity measures
Singapore Business Review

OCBC triples quantum tech workforce to enhance cybersecurity measures

The Singapore bank expects significant tech advancements in the next five to 10 years.

time-read
2 mins  |
Issue 110
K-pop craze may spur demand for Income Insurance's hourly travel cover
Singapore Business Review

K-pop craze may spur demand for Income Insurance's hourly travel cover

The Singaporean insurer is targeting spontaneous travellers who love concerts.

time-read
2 mins  |
Issue 110

نحن نستخدم ملفات تعريف الارتباط لتقديم خدماتنا وتحسينها. باستخدام موقعنا ، فإنك توافق على ملفات تعريف الارتباط. يتعلم أكثر