Uncovering the “Blue Cheap” Opportunities in Singapore Equity Market

We believe that the Singapore equity market is possibly at an once-in-a-decade positive inflection point. Fund manager, Kenneth Ong, shares the reasons behind his optimism and elaborates how the cycle of technological diffusion can benefit companies in Singapore, especially those that we label as “Blue Cheap” opportunities. In this episode, we also discuss what rising inflation means for the Singapore market as well as the age-old debate of value versus growth investing.