Broker: iFAST Financial Pte Ltd
Date of Report: 05 Mar 2026
Excerpt from iFAST Financial Pte Ltd report
Report Summary
- South Korea: Strong BUY recommendation on semiconductor and defence leaders such as Hanwha Aerospace. Suggested funds for exposure include JPMorgan Korea Equity Fund, LionGlobal Korea Fund, and Franklin FTSE South Korea ETF (NYSE: FLKR). Action: Accumulate on pullbacks as demand for high-bandwidth memory chips and increased defence spending drive growth.
- Taiwan: Accumulate Taiwan equities, specifically through LionGlobal Taiwan SGD and Franklin FTSE Taiwan ETF (NYSE: FLTW), due to TSMC’s dominant market position and the country’s semiconductor strength.
- China: Accumulate high-quality technology franchises. Funds and ETFs highlighted include Fidelity China Focus A-SGD, BlackRock Systematic China A-Share Opportunities A2 USD, and iShares Hang Seng TECH ETF (HKEX: 3067). The tech sector correction presents attractive entry points.
- Singapore: Maintain exposure for regional stability and income growth through Amova Singapore Dividend Equity SGD, Amova Singapore STI ETF (SGX: G3B), and LionGlobal Singapore Trust Acc SGD. The Straits Times Index is supported by high dividend banks and safe-haven status.
- Japan: Stay invested via Eastspring Investments – Japan Dynamic AS SGD, emphasizing small/mid-cap value. Corporate reforms and profitability drive the long-term case.
- Asia ex-Japan: Fidelity Asia Pacific Dividend A-USD is recommended for resilient, dividend-focused regional exposure.
Actionable Insights:
- Accumulate recommended funds and ETFs on market pullbacks, focusing on South Korea, Taiwan, China, Singapore, and Japan as outlined above.
- No explicit price targets provided; recommendations focus on sector and fund selection, with a positive long-term view despite near-term volatility.
Above is an excerpt from a report by iFAST Financial Pte Ltd. Clients of iFAST Financial Pte Ltd can be the first to access the full report from the iFAST Financial Pte Ltd website: https://secure.fundsupermart.com/fsmone/article/rcms357420
