DBS' take on investment

Window of opportunity - time to look to China

An electronics factory in Qingdao, Shandong province, China. With China shares down more than 20 per cent since January, the writer believes value has now emerged.
An electronics factory in Qingdao, Shandong province, China. With China shares down more than 20 per cent since January, the writer believes value has now emerged.PHOTO: REUTERS

Stocks, particularly financials and tech sectors, are cited

Clients often ask me if the Wall Street bull run will soon die of old age or whether the sold-down China market is an opportunity to buy.

Clearly, after an upbeat three months ended Sept 30 - in which the S&P 500 Index climbed 7.2 per cent - jitters remain. Indeed, global financial markets have entered the final stretch of this year against the proverbial "wall of worries".

Please or to continue reading the full article. Learn more about ST PREMIUM.

Enjoy unlimited access to ST's best work

  • Exclusive stories and features on multiple devices
  • In-depth analyses and opinion pieces
  • ePaper and award-winning multimedia content
A version of this article appeared in the print edition of The Sunday Times on October 21, 2018, with the headline 'Window of opportunity - time to look to China'. Print Edition | Subscribe