DBS Vickers Seminar

Navigating 2025: Global Trade Tension, ASEAN Growth, and the Semiconductor Sector

DBS Vickers Seminar
    DBS Vickers Seminar

    Navigating 2025: Global Trade Tension, ASEAN Growth, and the Semiconductor Sector

    Date: 22nd February 2025, Saturday

    Time: 9.30am to 12.30pm 

    Event registration starts at 9am.

    Refreshment will be served, and door gifts will be given on a first come, first served basis.

    Venue: DBS Asia Central Auditorium, 12 Marina Boulevard, Marina Bay Financial Centre Tower 3, Level 3, Singapore 018982

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    Synopsis

    In this exclusive seminar, DBS Group Research’s analysts will explore three key themes that are expected to define the investment outlook in the year ahead:

    • Global trade tension and a hawkish inflation outlook set the tone for a volatile year ahead. How can investors navigate anticipated volatility and identify resilient themes and stocks?
    • ASEAN’s first cross-border SEZ is poised to be a major catalyst for growth and innovation in the region. Which are the industries that will be impacted and how should investors position to reap the opportunities?
    • The semiconductor industry sees a steadier growth outlook, underpinned by the ongoing AI boom and broader market recovery. What are the key investment opportunities and risks we see along the semiconductor value chain this year?

    Join us as we navigate the challenges and uncover the opportunities that lie ahead in 2025!

    Topics and Speakers:


    Singapore 2025 Equity Market Outlook, by Yeo Kee Yan
    Kee Yan oversees the Regional and Singapore equity strategy. He joined DBS Group Research in 2007 and carries with him more than 20 years experience in equity research. He integrates both fundamental and technical analysis in his work and is known for making timely calls. At DBS, he focuses on forecasting the equity market trend as well as identifying thematic and stock trading ideas. He also manages the Singapore Equity Picks portfolio, which has an annualized total return of 13.7% since inception on July 2016.


    Johor-Singapore Special Economic Zone, by Dale Lai Zhi Yong
    With over a decade of experience in the real estate sector, having commenced his career in one of Singapore's largest office REITs, Dale then moved on to a fund that invests in publicly listed real estate securities around the region (Singapore, Hong Kong, Australia, Japan, etc.). Currently, Dale has been with DBS for more than 5 years, covering REITs and developers listed in Singapore. Most recently, he has expanded his coverage to include several listed real estate securities listed in Japan and the US.


    Navigating a steadier growth outlook for US semiconductors, by Foo Fang Boon
    Foo Fang Boon is a Research Associate with DBS Group Research. He is a member of the Singapore Strategy and TMT (technology, media, and telecom) teams. He is involved in covering the Singapore markets through formulating thematic and actionable stock ideas, and contributes actively to the daily DBS Stock Pulse, monthly Market Strategy, and annual Market Outlook. As a TMT Analyst, he oversees the global semiconductor value chain, with Nvidia, Broadcom, Marvell, and Qualcomm under his coverage. He is also a key contributor to the quarterly and annual Technology Outlook.