Singapore GDP Growth Eases as Trade Risks Mount

The video discusses the contraction in Singapore's construction and manufacturing sectors, highlighting the impact of private sector weaknesses. It explores risks to Singapore's economy, including the trade war, rising interest rates, and domestic property sector policies. The Central Bank's report warns of trade conflicts affecting global growth. Tamasic and its sister fund are adopting cautious investment strategies, reducing developed market equities and focusing on emerging markets and China due to potential growth opportunities.

What are the expectations regarding investment returns in the coming years according to the investment fund mentioned?

In which areas did the investment fund identify good opportunities, and what factors contribute to this potential?