Broker Name: iFAST Financial Pte Ltd (FSMOne)
Date of Report: 05 Mar 2026
Excerpt from iFAST Financial Pte Ltd report.
Report Summary
- Actionable Ideas & Calls:
- South Korea Equities: Recommended to accumulate on recent pullback, especially in semiconductor and defence sectors. Suggested funds: JPMorgan Korea Equity Fund, LionGlobal Korea Fund, Franklin FTSE South Korea ETF (NYSE: FLKR).
- Taiwan Equities: Tactical opportunity to add positions due to structural semiconductor advantage. Preferred vehicles: LionGlobal Taiwan SGD, Franklin FTSE Taiwan ETF (NYSE: FLTW).
- China Equities: Accumulate quality technology franchises at attractive valuations. Recommended options: Fidelity China Focus A-SGD, BlackRock Systematic China A-Share Opportunities A2 USD, iShares Hang Seng TECH ETF (HKEX: 3067).
- Singapore Equities: For regional stability and dividend focus, consider Amova Singapore Dividend Equity SGD, LionGlobal Singapore Trust Acc SGD, Amova Singapore STI ETF (SGX: G3B).
- Japan Equities: Maintain exposure to reform and domestic growth via Eastspring Investments – Japan Dynamic AS SGD.
- Key Idea: Recent volatility from Middle East conflict creates tactical buying opportunities in Asian markets, particularly in technology, semiconductor, defence, and quality dividend stocks. Investors are advised not to retreat but to reposition intelligently for long-term growth.
- Target Price: Not specified for individual securities; recommendations focus on accumulation through specific funds and ETFs.
above is an excerpt from a report by iFAST Financial Pte Ltd (FSMOne). 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