The external demand story remains very lackluster at this juncture, unlike 2014, when we started on a strong note for the first half and after that the momentum tapered off, we could be starting 2015 on a relatively soft note, especially as people are looking forward to the Fed to normalize policy.

Selena Ling

Categorized in : Business

It's a nice surprise, given all the gloom and doom out there. Full year, IE Singapore is looking for a contraction and so are we. So it's probably a blip, but it's still nice for now, one month is not going to change the story for the whole quarter, we suspect.

healthcare

That will be key, the game changer. I think the slow growth story... by Selena Ling

That will be key, the game changer. I think the slow growth story is pretty much priced in.

industrials