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Cut through the noise: Don’t let politics get in the way of a good portfolio
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Mr Samuel Rhee, chairman and group chief investment officer of Endowus, says history has shown that markets recover from geopolitical shocks.
PHOTO: ENDOWUS
- Howard Marks advises investors to resist emotional trading during Middle East conflict due to market uncertainty and cognitive dissonance that can harm portfolios.
- Samuel Rhee suggests staying invested, diversifying portfolios, and seeking evidence-based advice, noting historically, markets recover from geopolitical shocks.
- DBS favours Asian equities (China, Singapore, Indonesia, Taiwan) and gold, while HSBC upgraded Singapore equities due to government initiatives and attractive yields.
AI generated
SINGAPORE – The Middle East conflict has triggered a typical investor’s knee-jerk reaction to war headlines: Sell first and then buy on the dip after prices have fallen in the hope of a rebound. This sort of emotional trading is neither good for your heart nor wallet.
