EWS: A Decent Year So Far, But Prospects For Further Outperformance Appear Limited
The iShares MSCI Singapore ETF has delivered respectable YTD returns of 17%, recently reaching lifetime highs before underperforming in the past few weeks. EWS faces headwinds from declining Singapore GDP growth (from a high threshold), although its important exposure to the global semiconductor supply chain may result in positive surprises. The ETF's heavy 55% exposure to banking stocks is concerning amid rising global GDP rates and potential net interest margin contraction.
Singapore ETF (EWS) Hits New 52-Week High
EWS hits a 52-week high as stronger growth and AI momentum bolster Singapore's outlook.
Is Now the Time to Add Singapore ETFs to Your Portfolio?
Singapore-focused ETFs emerge as a strategic Asia allocation option on resilience, AI-driven growth and strong momentum.
EWS For Asian Diversification
Singapore's economic strength and stability underpin my buy rating on the iShares MSCI Singapore ETF. EWS has broken out of a long-term consolidation, targeting the 2007 all-time high of $31.94 per share. The ETF offers an attractive, consistent 3.97% dividend yield, supported by 25 years of consecutive payments.
EWS: The Case For The Asian Tiger, But A Hold For Now
The iShares MSCI Singapore ETF (EWS) offers concentrated exposure to Singaporean equities, with 54% in financials and only 16 holdings. EWS benefits from Singapore's equity market reforms, robust banking sector earnings, and structural AI/digital infrastructure growth, supporting near-term and long-term catalysts. Projected dividend yields from key holdings like DBS (6.1%) and ongoing institutional inflows underpin EWS's income appeal, while valuation appears relatively attractive versus global peers.
Heatwave strain on Vietnam power grid could get worse, industry ministry says
A heatwave gripping Vietnam has already placed immense pressure on the national power grid, the country's industry ministry said, adding the problem could get worse as the El Nino weather pattern is forecast to return from July.
Singapore urges financial firms to use AI to create better jobs
Singapore's banks and financial firms should use artificial intelligence to create better jobs and train workers for higher-value roles, not just cut costs, Deputy Prime Minister Gan Kim Yong said on Wednesday.
EWS: Singapore Is The Artificial Intelligence Weathervane We All Need To Monitor
iShares MSCI Singapore ETF is rated a Buy, leveraging Singapore's aggressive AI adoption and strong governance as a forward-looking growth catalyst. Singapore's government-driven AI initiatives, including tax incentives and workforce upskilling, have propelled AI adoption from 24% in 2023 to 66% by 2025. EWS offers attractive fundamentals: a low ~15.3 P/E, ~2.3 P/S, a 0.5% expense ratio, and a >4% dividend yield, despite sector concentration in financials.
EWS: A Bad Proxy For Investing In Singapore
EWS has a highly concentrated, cyclical exposure portfolio that tilts towards industrials and consumer discretionary sectors. It underweights local banks and telecommunication stocks, limiting its participation in STI's strongest multi-year performance. With a P/E of c.15.5, many constituents are at record highs, which heightens downside risk on earnings misses.
Should Singapore ETFs Be Your Next Asia Allocation?
Singapore offers stable growth, strong governance and a resilient market, making Singapore-focused ETFs a strategic Asia allocation option.
Singapore inflation remains steady at 1.2% in November, missing estimates
The reading was lower than Reuters-polled analysts' median estimates of 1.3%.
EWS: Singapore Stocks Staging A Strong 2025 Rally, P/E Still Attractive
iShares MSCI Singapore ETF (EWS) has surged 33% year-to-date, outperforming US stocks and regional peers, driven by strong momentum and a weaker US dollar. EWS offers exposure to large and mid-cap Singaporean equities, boasts a low 14.1x P/E, and provides a high 3.59% trailing dividend yield. The ETF is concentrated in Financials and Industrials, with its top 10 holdings comprising 77% of the portfolio, and features strong technical momentum.
