Investing Updates : ETF Giants Reshuffle: VOO Claims Top Spot, Is IVV Poised to Overtake SPY as the No. 2 ETF?

Source:

https://www.moomoo.com/community/feed/etf-giants-reshuffle-voo-claims-top-spot-is-ivv-poised-114035668681110

Apple Intelligence:

• Largest ETF: Vanguard S&P 500 ETF (VOO) surpassed SPDR S&P 500 ETF (SPY) as the world’s largest ETF.
• Reason for Success: VOO’s low expense ratio (0.03%) compared to SPY (0.09%) attracted more investors.
• Growth Trend: VOO’s AUM surpassed SPY’s in a shorter time and experienced higher annual inflows.

• Vanguard’s ETF Success: Vanguard’s unique ETF structure and ecosystem have attracted significant investment, with VOO receiving $154 billion since 2022.
• Market Dominance: VOO, while not dominating trading volume like SPY, thrives on long-term capital and is favored by retail investors.
• Competition and Growth: BlackRock’s IVV, with its low expense ratio and growing AUM, is poised to surpass SPY as the second-largest ETF.

• Expense Ratio Impact: A 0.06% difference in expense ratio can result in nearly $15,000 more after 30 years, highlighting the importance of expense ratios for long-term investors.
• Investment Inflows: IVV attracted significantly more investment inflows than SPY in 2024, suggesting a potential shift in investor preference.
• Performance Comparison: VOO and IVV, with lower expense ratios, have outperformed SPY, leading to their increasing popularity.

• Popular ETFs: VTI, QQQ, VOO, and IVV are popular ETFs.
• VTI Characteristics: Offers exposure to the entire U.S. stock market with a low expense ratio.
• QQQ Characteristics: Tracks the Nasdaq-100 Index, heavily weighted towards tech companies, with a higher expense ratio.

Investing Updates : MAS review group proposes tax perks to boost Singapore’s equities market as a start

Source:

https://www.businesstimes.com.sg/companies-markets/mas-review-group-proposes-tax-perks-boost-singapores-equities-market-start

Apple Intelligence:

• Tax Incentives for Listings: The MAS review group proposes tax incentives to attract enterprises and fund managers to list in Singapore.

• Tax Incentives for Funds: The group aims to encourage the launch and growth of funds with substantial investment in local equities.

• Review Group Composition: The review group, chaired by Second Minister for Finance Chee Hong Tat, includes private-sector stakeholders and public-sector representatives.

• Market Competitiveness Improvement: Aiming to enhance the competitiveness of the Singapore equities market by attracting investor interest and boosting the supply of quality listings.

• Growth Capital Access: Developing measures to help Singapore enterprises access growth capital and attract quality enterprises with a regional presence to list in Singapore.

• Tax Incentives Limitation: Tax incentives might not fundamentally alter the decision-making process of companies deciding where to list, which is primarily based on market valuations.

• Positive Market Sentiment: Local banks’ outperformance indicates sufficient liquidity from Singapore investors for companies with good results.

• Regulatory Streamlining: Streamlining the listing process is seen as positive, but other factors like pricing, valuation, and market liquidity also need to be considered.

• GIC Investment Strategy: GIC should not be required to invest in local equities if it negatively impacts returns, as its primary objective is to preserve and enhance Singapore’s reserves.

• Sustainable Market Growth: Chee believes in strengthening market fundamentals for sustainable growth instead of relying on short-term “pump-prime” approaches.

• Upcoming Update: A fuller update on the review group’s first set of measures will be provided on February 21.

• Review Group’s Focus: The review group aims to foster long-term development and sustainable growth of Singapore’s equities market by encouraging listings, increasing investor participation, improving trading liquidity, and facilitating fair valuations.

Opinion:

I feel that the picture doesn't look good enough for the topic? 😂. 

I think the recent discussion on more options for CPF investing is a good thing.

The country has come a long way. Citizens are more educated and informed to make prudent financial decisions.

Investing Updates : Trump Tariffs, More Big Tech Earnings, and a Jobs Report: What to Know This Week

URL: https://ttmblog.com/news/2508193130?edition=fundamental&utm_source=news&utm_campaign=2508193130&utm_medium=more_share&platform=iOS&shareID=dbc786c435ccd8ab79ac6b4b4af3a55e&invite=KDXR9K&lang=en_US

DeepSeek:

Summary of Key Events for the Week Ahead (Feb 3–7):

1. Earnings Highlights
- Big Tech & Major Companies: A busy week for Q4 earnings, with 25% of S&P 500 companies reporting. Key names include:  
  - Monday (2/5): Palantir, Tyson Foods.  
  - Tuesday (2/6): AMD, Alphabet (Google), PayPal, PepsiCo, Pfizer, Spotify.  
  - Wednesday (2/7): Arm Holdings, Ford, Qualcomm, Uber, Disney.  
  - Thursday (2/8): Amazon, Eli Lilly, Honeywell, ConocoPhillips.  
  - Friday (2/9): Cboe Global Markets.  

2. Trump Tariffs Take Effect
- New tariffs announced by former President Trump on **Canada, Mexico, and China** go into full force by Tuesday, Feb 6:  
  - 25% duties on Canada and Mexico (linked to fentanyl and migration issues).  
  - 10% tariffs on China.  
  - Market reactions to trade policy shifts will be closely watched.

3. Economic Data Releases
- Jobs Report (Friday, Feb 9):  
  - Expected: +165,000 nonfarm payrolls (vs. +256,000 in Dec).  
  - Unemployment rate forecast to hold at 4.1%.  
- Other Key Data:  
  - JOLTS Report (Tuesday): Job openings expected at 8.02M (Dec).  
  - ISM Manufacturing PMI (Monday): Consensus 49.6 (contraction territory).  
  - ISM Services PMI (Wednesday): Forecast 54.2 (moderate growth).  
  - Consumer Sentiment (Friday): Slight uptick to 71.5 (Feb) from 71.1 (Jan). 

 
Weekly Calendar Snapshot
- Monday: ISM Manufacturing PMI, Clorox, Palantir earnings.  
- Tuesday: JOLTS data, Alphabet, AMD, Pfizer earnings.  
- Wednesday: ADP employment data, ISM Services PMI, Disney, Qualcomm earnings.  
- Thursday: Amazon, Eli Lilly, Honeywell earnings.  
- Friday: Jobs report, Consumer Sentiment, Cboe earnings.  

Focus Areas: Market reactions to tariffs, tech earnings performance, and labor market resilience amid inflation concerns.

Opinion:

Blood in the markets this week after Trump's tariffs. Could be good opportunity to add. I think there's no rush though, should have plenty of chances.

Investing Updates : A Tale of Two Sectors: The Growing Divide Between Banks and REITs

URL: https://www.wealthfor.us/a-tale-of-two-sectors-the-growing-divide-between-banks-and-reits/

Apple Intelligence:

Singapore stocks experienced a mixed performance in 2024, with banks benefiting from higher interest rates while REITs struggled due to increased borrowing costs.  Although the Fed has initiated rate cuts, the slower pace of reductions suggests a prolonged period of higher interest rates, impacting the performance of banks and REITs differently.  While banks appear overvalued, REITs offer potential for a turnaround, but investors should exercise caution and conduct thorough due diligence before making investment decisions.

Opinion:

Nice insights. Agree with most points. Imo, REITs is a better buy than banks.

Investing Updates: Trump's Inauguration 2025: Tradition, Corporate Support, and Market Implications for the First 100 Days

URL: https://www.moomoo.com/community/feed/trump-s-inauguration-2025-tradition-corporate-support-and-market-implications-113842217418757?global_content=%7B%22promote_content%22%3A%22mm%3Afeed%3A113842217418757%22%2C%22invite%22%3A103096561%7D&is_recommendation=0&is_recommend_pos=0&futusource=news_headline_list

BoltAI:

Donald Trump's inauguration as the 47th President of the United States is set for January 20, 2025, with investors closely monitoring its potential effects on financial markets. The inauguration ceremony will begin at 12:00 PM Eastern Time on the West Lawn of the U.S. Capitol, featuring the swearing-in of Vice President-elect JD Vance followed by President-elect Trump, who will deliver an inaugural address outlining his vision. Traditional events like the inaugural luncheon and parade will follow, concluding with celebratory balls across Washington, D.C.

Prominent tech companies, including Alphabet, Microsoft, Meta, and Amazon, have significantly contributed to the inaugural fund, which has reached over $200 million, indicating strong corporate support and interest in the new administration's anticipated policies.
Historically, the first 100 days of a presidency can affect stock market performance, with past administrations showing varied results: Obama's first 100 days saw a 7% gain in the S&P 500, Trump's in 2017 saw a 5.5% increase, and Biden's first 100 days witnessed over a 10% rise. While the initial phase of a presidency can set the market tone, numerous factors can influence performance, making it crucial for investors to stay diversified and informed about ongoing policy changes and economic conditions.

Opinion:

An interesting infographic. Can't go against the data. I think green is the way.

Investing Updates: Stock Investors Brace for Possibly the 'Most Important Inflation Reading in Recent Memory'

URL: https://www.moomoo.com/news/post/48098998/stock-investors-brace-for-possibly-the-most-important-inflation-reading?futusource=news_headline_topnews&src=51&level=3&global_content=%7B%22promote_content%22:%22mm:post:48098998%22,%22invite%22:103096561%7D&data_ticket=6e57d87b937d72d93b59ca3f6f5e9886&utm_medium=futu_niuniu_share&utm_content=web_share&utm_campaign=news&utm_term=48098998

Apple Intelligence:

Investors are closely watching the December consumer-price index (CPI) report, expecting it to show a slight increase in annual inflation to 2.9%. A higher-than-expected CPI could lead to increased Treasury yields, potentially impacting stock valuations and causing a reevaluation of the Fed’s interest rate plans. While a lower CPI might provide temporary relief, market participants are more concerned about potential upward pressure on inflation.

Investing Updates: JS-SEZ in the Making, Which Concept Stocks Are Riding the Wave?

URL: https://www.moomoo.com/community/feed/113795604873222?global_content=%7B%22promote_content%22%3A%22mm%3Afeed%3A113795604873222%22%2C%22invite%22%3A103096561%7D&is_recommendation=0&is_recommend_pos=1&futusource=news_headline_list

Gemini Summarized:

The article discusses the newly established Johor-Singapore Special Economic Zone (JS-SEZ) and the concept stocks that are expected to benefit from it.

The JS-SEZ is a massive development zone spanning 3,500 square kilometers, modeled after successful economic zones like Shenzhen and Suzhou in China. The zone aims to enhance cross-border connectivity, facilitate movement of people, and strengthen business ecosystems between Singapore and Malaysia.

Here are the three key focus areas of the JS-SEZ:

• Energy Transition: The zone will target companies working on clean energy solutions, aligning with the national energy goals of both countries.

• Infra & Transportation: Both countries will invest in infrastructure projects to support the expected surge in cross-border traffic.

• Technology: The JS-SEZ aims to attract high-tech firms in areas like data centers, smart cities, and electronic manufacturing services (EMS).

The article also lists some concept stocks that are likely to benefit from the JS-SEZ development. Here are a few examples:

• Energy Transition: Tenaga Nasional ($TENAGA), Cypark Resources ($CYPARK), Svest Berhad ($SLVEST)

• Infra & Transportation: Gamuda Bhd ($GAMUDA), IJM Corporation ($IJM), YTL Corporation ($YTL)

• Technology: MYEG ($MYEG), ITMax Holdings ($ITMAX), Theta Edge Berhad ($THETA)

Investing Updates: What to Expect in the Week Ahead (FOMC Minutes; Non-Farm Payrolls)

URL: https://www.moomoo.com/community/feed/113778721619973?global_content=%7B%22promote_content%22%3A%22mm%3Afeed%3A113778721619973%22%2C%22invite%22%3A103096561%7D&is_recommendation=0&is_recommend_pos=0&futusource=news_headline_list

Gemini Summarized:

The upcoming week in the US markets will be significant, particularly with two key events:

• Non-Farm Payrolls Report (January 10th): Investors will closely watch this report for signs of economic strength. Expectations are for moderate job growth and a stable unemployment rate.

• FOMC Meeting Minutes: These minutes will provide insights into the Federal Reserve's thinking behind their recent interest rate cut. The Fed is likely to emphasize caution and the need to closely monitor inflation and the impact of recent policy changes.

These events will likely cause some volatility in the stock market as investors assess their implications for the overall economic outlook and future interest rate moves.

Investing Updates: New Year's Market Hours, Tesla Deliveries, Manufacturing and Housing Data: What to Watch This Week

URL: https://ttm.financial/news/2495364675?lang=en_US&edition=fundamental

Gemini Summarized:

This week is a holiday-shortened trading week with markets closed on Wednesday for New Year's Day.

Key Economic Data:

• Housing Market:
• Monday: Pending Home Sales Index for November (expected to increase year-over-year)
• Tuesday: Case-Shiller Home Price Index for October (expected to show continued deceleration in growth)
• Thursday: Construction Spending for November (expected to increase slightly)

• Manufacturing:
  • Monday: Chicago Business Barometer (expected to increase)
  • Friday: Manufacturing PMI (expected to remain below 50, indicating contraction)

Other Important Events:

• Tesla Deliveries: Expected on Thursday, with analysts forecasting around 511,000 units for the fourth quarter.
• No major company earnings reports this week.

Investing Updates: SGX Weekly Review｜Seatrium Jumps 7%; NIO and YZJ Shipbldg Gain 3%; SingPost Plunges 7%

URL: https://ttm.financial/news/1160317070?lang=en_US&edition=fundamental

Gemini Summarized:

The Singapore stock market rose this week, with the Straits Times Index (STI) up 1.4%.

• Seatrium rose 7.3%
• NIO rose 3.1%
• YZJ Shipbldg rose 2.8%
• Keppel rose 2.1%
• Genting Singapore rose 2%
• DBS rose 1.7%
• SIA rose 1.3%

On the flip side, SingPost fell 7.1% and Singtel fell 0.6%.

Here are some other news from Singapore this week:

• Singapore's core inflation eased more than expected in November, while headline inflation rose at a faster pace than the month prior.
• Prime Minister and Minister for Finance Lawrence Wong will deliver Singapore’s Budget 2025 statement in Parliament on Feb 18.
• Singapore Post fired CEO over mishandling whistleblower report.
• Seatrium repurchased 1.0 million shares in the open market on Tuesday.
• OCBC Plans S$7.5 Million Living-Cost Payout to Junior Staff.
• Nio’s Onvo L60 Delivered 20,000 Units Three Months After the Launch.
• Gojek, Tada, ComfortDelGro Zig Raising Platform Fees from Jan 1 to Cover Costs Arising from Upcoming Platform Workers Act.

Investing Updates: Singapore Market 2024 Recap | Which Dividend Monsters Witness the Biggest Surge?

URL: https://www.moomoo.com/community/feed/113724405841926?global_content=%7B%22promote_content%22%3A%22mm%3Afeed%3A113724405841926%22%2C%22invite%22%3A103096561%7D&is_recommendation=0&is_recommend_pos=1&futusource=news_headline_list

Gemini Summarized:

Singapore's stock market performed well in 2024, despite global economic uncertainty. The Straits Times Index (STI) reached new highs, and dividend stocks were particularly attractive to investors seeking stable returns.

The three largest banks in Singapore - DBS, OCBC Bank, and UOB - all saw impressive stock price gains in 2024. DBS was the strongest performer, with a gain of over 52%. The bank also raised its dividend by 22%.

Singapore Airlines was another strong performer in 2024. The company's stock price increased significantly, and it became the highest dividend-yielding stock on the list. The airline's passenger volumes and cargo capacity both grew in 2024.

Investing Updates: Apple Poised to Become First $4 Trillion Company Amid Investor Optimism on Product Surge

URL: https://www.moomoo.com/community/feed/113719285579782?global_content=%7B%22promote_content%22%3A%22mm%3Afeed%3A113719285579782%22%2C%22invite%22%3A103096561%7D&is_recommendation=0&is_recommend_pos=1&futusource=news_headline_list

Gemini summarized:

Apple's stock price has been on the rise recently, reaching a record high of $258. This has led to speculation that Apple could become the first company to reach a market valuation of $4 trillion.

Analysts are optimistic about Apple's future, citing factors such as strong holiday season sales for the iPhone 16 series, anticipation of a major iPhone upgrade cycle, and Apple's plans to pivot toward artificial intelligence, robotics, and smart homes.

However, there are also some concerns about Apple's stock price, such as its high price-to-earnings ratio and the potential for retaliatory tariffs from China.

Overall, the outlook for Apple is positive, but there are some risks to consider.

Investing Updates: Singapore 2024 Year Recap | Industrials Take the Lead, Financials Prop Up the Market

URL: https://www.moomoo.com/community/feed/113684101332998?futusource=news_headline_topnews

Gemini summarized:

The Straits Times Index (STI) has performed exceptionally well in 2024, outperforming many other markets in the Asia-Pacific region. This strong performance is primarily driven by the high dividend yields, defensive characteristics of the market, and the robust performance of banks in a high-interest-rate environment.

Among the 11 major industries in Singapore, 7 sectors have experienced gains. The industrial sector has been the top performer, rising by 15.8% year-to-date. The energy and consumer staples sectors have also seen significant growth, with increases of 14.1% and 8.1%, respectively.

The financial sector, which carries the most weight in the market, has witnessed a 3.5% rise since the start of the year. Banks, in particular, have benefited from the high-interest-rate environment, allowing them to maintain high net interest margins. As long as interest rates remain elevated, banks are expected to continue to perform well.

Investing Updates: The Final Fed Meeting, PCE, Nike Earnings, and More to Watch This Week

URL: https://ttm.financial/news/2491229570?lang=en_US&edition=fundamental

Summary:

Key Economic Events and Earnings This Week

This week is packed with significant economic events and corporate earnings releases. Here are the highlights:

Federal Reserve Meeting:

• Wednesday, December 18th
• Expected rate cut of 0.25%

Other Central Bank Decisions:

• Bank of England and Bank of Japan on Thursday, December 19th

Economic Data:

• S&P Global PMI (Manufacturing and Services) on Monday, December 16th
• Retail Sales on Tuesday, December 17th
• Personal Consumption Expenditures (PCE) Price Index on Friday, December 20th

Notable Earnings Releases:

• Wednesday, December 18th: Birkenstock, Lennar, Micron Technology
• Thursday, December 19th: Accenture, Cintas, FedEx, Nike

Keep an eye on these events as they could significantly impact market movements.

Investing Updates: 2024 Sees ETF Inflows Surpass $1 Trillion, Extending Record Year

URL: https://www.moomoo.com/community/feed/113644963299341?is_recommendation=0&is_recommend_pos=1&futusource=news_headline_list

Summarized:

In 2024, the ETF industry reached a record high with over $1 trillion in inflows, surpassing the previous record of $920 billion set in 2021. This growth is attributed to a shift in investor preference from traditional mutual funds (which saw outflows) to ETFs.

The most popular ETF was the Vanguard S&P 500, attracting $100 billion. However, the fastest growing new ETF was the iShares Bitcoin Trust, reflecting growing interest in cryptocurrencies.

Looking ahead to 2025, Bitwise Asset Management predicts a "golden age of crypto" with continued growth in bitcoin ETFs due to factors like increased institutional investment and potential regulatory improvements.

Investing Updates: 2025 outlook: A return to the "Roaring Twenties"?

URL: https://www.moomoo.com/sg/learn/detail-2025-outlook-a-return-to-the-roaring-twenties-107687-241289035

U.S. markets surged in 2024, with the S&P 500 up 26.5% by November. Analysts predict strong 2025 growth, possibly driven by robust GDP, resilient consumer spending, and AI trends. UBS forecasts the S&P 500 could hit 7,000 in a favorable scenario, likening this era to the 1920s boom.

Policy shifts under a potential Trump administration could impact taxes and tariffs, with effects on corporate earnings. JPMorgan sees an “inclusive rally” where diverse sectors, including industrials and value stocks, rebound. Optimism persists, but risks remain. Popular ETFs include VOO, SPY, and VTV.

Investing Updates: December's Must-See Financial Events

URL: https://www.moomoo.com/community/feed/113565754261509?is_recommendation=0&is_recommend_pos=0&futusource=news_headline_list

Key December financial events to watch:

• Dec 2: ISM Manufacturing PMI for November (business conditions in manufacturing).

• Dec 4: Fed Chair Powell speaks at the DealBook Summit, potentially signaling future monetary policy.

• Dec 6: Nonfarm Payrolls and Unemployment Rate for November.

• Dec 11: November CPI release (consumer inflation).

• Dec 17: November Retail Sales report.

• Dec 18: Fed’s final 2024 rate decision with Powell’s press conference.

• Dec 25: Markets closed for Christmas.

Investing Updates: How Temasek Navigates Risk As A Long-Term Investor

URL: https://dollarsandsense.sg/temasek-navigates-risk-long-term-investor/

Temasek Holdings, a Singaporean state-owned investment company, emphasizes long-term value creation while navigating global uncertainties. In FY2023, it reported a net portfolio value of S$382 billion, down from the previous year’s record of S$403 billion due to weaker market conditions, particularly in technology and healthcare sectors. Temasek maintained resilience through strategic investments aligned with long-term trends, despite adopting a cautious approach in the face of high inflation, geopolitical tensions, and economic challenges. Its portfolio remains heavily focused in Asia, with sustainability and innovation central to its strategy.

Investing Updates: Analysts Boost Targets for US Stocks to New Highs. What Opportunities Lie Ahead?

URL: https://www.moomoo.com/community/feed/113548778733573 is_recommendation=0&is_recommend_pos=0&futusource=news_headline_list

Analysts predict strong gains for U.S. stocks, with Deutsche Bank targeting a 7,000 S&P 500 level by 2025, citing economic resilience and optimism post-election. Key sectors include quantum computing (boosted by tech investment), nuclear energy (driven by sustainability needs), and space tech (aligned with national security and exploration goals). Stocks in these areas, like $Rocket Lab (RKLB.US)$ and $NuScale Power (SMR.US)$, have seen significant surges. Long-term trends favor innovation-driven growth, supported by easing inflation and political stability.

Investing Updates: Investment Opportunities in US Stocks Ahead of Trump's Inauguration

URL: https://www.moomoo.com/community/feed/113549442678790?is_recommendation=0&is_recommend_pos=0&futusource=news_headline_list

Investors are optimistic about U.S. equities ahead of Trump’s inauguration, with seasonal trends, policy expectations, and corporate buybacks driving momentum. Goldman Sachs predicts a year-end S&P 500 rally to 6,200, with shifts from large-cap tech to small-cap and value stocks. Historical patterns favor gains during election years, with small-cap and cyclical stocks poised for growth. Key catalysts include AI, energy, and e-commerce sectors. The “January effect” and peak buyback activity may further boost markets.