Broker: iFAST Financial Pte Ltd
Date of Report: 19 Feb 2026
Excerpt from iFAST Financial Pte Ltd report.
Report Summary
- US Market: Focus on selective internet and AI leaders. Valuations in the internet sector are attractive, with the Nasdaq CTA Internet Index trading at the lowest forward earnings multiple in a decade. Recommended diversified exposure via Invesco NASDAQ Internet ETF (NASDAQ:PNQI).
- Japan: Remain bullish on Japanese equities. Corporate reforms, stable policy, and strong earnings growth support the market. Value-oriented strategies such as Eastspring Investments – Japan Dynamic AS SGD are highlighted for exposure to both large and undervalued small-cap Japanese companies.
- Europe: Serves as a key portfolio diversifier with attractive sector and currency diversification. Access recommended via Vanguard FTSE Europe ETF (NYSE:VGK).
Actionable Ideas:
- Buy Invesco NASDAQ Internet ETF (NASDAQ:PNQI) for long-term US internet sector exposure.
- Buy Eastspring Investments – Japan Dynamic AS SGD for value-driven and small-cap exposure in Japan.
- Buy Vanguard FTSE Europe ETF (NYSE:VGK) for diversified European exposure.
Important Note: No specific target prices are provided in the report, but the focus is on sector ETF allocation and fund selection as actionable steps.
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/rcms355160
