Video Highlights - Independent Wealth SG 2019 - David Lai

David Lai of Premia Partners

Apr 16, 2019

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1. What are the opportunities and challenges for the year ahead?

Video transcript

1. What are the opportunities and challenges for the year ahead?

I think in 2019, the opportunities in the emerging markets are very interesting because when we look at the currency, a lot of them have been rebounding very positively and also if we look at the interest rate cycle, it's going to begin in the US and the earning cap is also very close between the emerging market and the US this year. Given the low valuation in the emerging market in terms of the price to earnings and price to book, we think the opportunities will be enormous this year. We have already noticed the rally in the first two months but we think there will be more up leg going forward in the next few months for the rest of 2019.

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