Investing Updates : The Fed Is About to Cut Rates. History Shows It's Time to Look at Battered Tech Stocks

Source : 

https://www.moomoo.com/news/post/56882242/the-fed-is-about-to-cut-rates-history-shows-it?level=1&data_ticket=1755137009108042

Apple Intelligence : 

Historical data shows that when easing cycles aren’t triggered by a systemic crisis, the broader market tends to strengthen, with Technology often emerging as the primary beneficiary. Financials present a more nuanced picture, while sectors like Health Care and Consumer Discretionary often deliver steady post-cut performance. Energy is frequently decoupled from the domestic rate cycle, making its response to Fed easing less predictable.

Opinion : 

Looking bullish.

Expecting the unexpected. A pullback of some sort should be happening.

Investing Updates : Why MAS Is Paying For Research Reports To Promote Stocks In Singapore

Source : 

https://dollarsandsense.sg/why-mas-paying-research-reports-stocks-singapore/

ChatGPT : 

To boost Singapore’s struggling equities market, MAS launched the $5 billion Equity Market Development Programme (EQDP) and will initially allocate $1.1 billion to three fund managers (Avanda, Fullerton, and JP Morgan) focusing on small- and mid-cap stocks. Another $50 million will enhance the GEMS grant scheme to support equity research, offering up to $6,000 per report. This encourages wider analyst coverage, but investors must be cautious — these are still paid reports. While GEMS promotes market vibrancy, some firms may exist just to tap the funding. Always DYODD (Do Your Own Due Diligence).

Opinion : 

Good article for awareness.

We need better coverage on SG firms for sure.

But we need game changing companies even more 😅. 

My fault for not contributing as entrepreneur as well 🤪.

Investing Updates : Ethereum Turns 10: What's Coming in the Next Decade?

Source : 

https://decrypt.co/332724/ethereum-turns-10-whats-coming-next-decade

ChatGPT :

As Ethereum marks its 10th anniversary, experts are looking ahead to a transformative decade that could see the network evolve into the “base layer of the global economy.”

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🔧 What’s Coming in the Next 5 Years

- Major Upgrades Ahead: Upcoming updates like Fusaka (2025) and Glamsterdam (2026) aim to improve data efficiency, user experience, and network capabilities.

- 10x Scaling Goal: Vitalik Buterin and others project 10x scaling of Layer 1 (L1) by 2026, alongside improved Layer 2 (L2) interoperability.

- Interoperability Focus: Ethereum’s challenge is to make L2 networks feel like one unified system—seamless, fast, and low-cost.

- "Surge," "Scourge," "Verge," "Purge," "Splurge": These grouped upgrades will enhance transaction speed, simplify node operation, and boost network decentralization.

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🧩 The Endgame Vision (Next 10 Years)

- Danksharding & Verkle Trees: Planned innovations will reduce node hardware needs and make Ethereum more scalable and efficient.

- Zero-Knowledge (ZK) Tech: Expected integration into Ethereum's base layer could unlock privacy-preserving digital IDs and stronger institutional trust.

- Institutional Adoption: With ETF inflows growing and firms like BlackRock tokenizing assets on Ethereum, it’s increasingly seen as Wall Street’s settlement layer.

- Tokenization of Everything: From bonds to equities, experts predict most real-world assets will be represented on-chain.

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⚛️ Quantum Threats? Ethereum Says: “We’re Ready”

- While quantum computing may pose future risks, Ethereum leaders believe the network is the most prepared to adapt, with quantum-resistant cryptography already in development.

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🔮 Final Outlook

- Ethereum’s next phase is about mainstream adoption, usability, and infrastructure dominance.

- Experts believe Ethereum could surpass Bitcoin in value and utility as it becomes a trustworthy, programmable financial layer for global systems.

“The first decade was about idealism,” said one Ethereum leader. “The next will be about adoption.”

Opinion :

Bullish for Ethereum.

Predicting the top 2 to be BTC, ETH for some time.

Not sure who will be number 3.

Investing Updates : Mapping Temasek's 2025 Portfolio: Net Value Achieving Historic Highs Amid Global Tensions

Source : 

https://www.moomoo.com/community/feed/114827991449606?global_content=%7B%22promote_content%22%3A%22mm%3Afeed%3A114827991449606%22%2C%22invite%22%3A103096561%7D&futusource=news_hotnews_list&client_hour_clock=24&clientlang=2&clienttype=121&clientver=15.22.12108&is_visitor=0&main_broker=WwoJMTAwOApdCg%3D%3D&my_cid=103096561&sg_cid=103096561&skintype=3&us_cid=103096561&user_id=103096561&user_id_type=3

ChatGPT :

Summary: Mapping Temasek's 2025 Portfolio — Net Value at Record High Amid Global Tensions

Temasek Holdings’ net portfolio value hit a historic high of S$434 billion (up 11.6%) in FY ending March 2025, boosted by strong returns from Singapore-listed firms and global investments, especially in the U.S., China, and India. Including mark-to-market gains from unlisted assets, the total would be S$469 billion.

Key Portfolio Segments:

- Singapore Portfolio Companies (41%): Anchored by firms like DBS, SIA, Singtel, and ST Engineering, delivering stability, steady dividends, and strong growth.

- Global Direct Investments (36%): Includes Tencent, Sea, Adyen, and BlackRock, capturing global tech and healthcare growth.

- Partnerships & Funds (23%): Investments via asset managers and private equity funds like Brookfield, Seviora, and Vertex.

Regional Allocation:

- Singapore remains top (27%), followed by the Americas (24%), China (18%), India (8%), and others (23%).

Growth Drivers:

- Singapore blue-chips rebounded strongly.

- U.S. tech firms, especially NVIDIA, Microsoft, and Apple, led global gains.

- China investments targeted green economy and tech (e.g., Tencent, Meituan).

- India saw rising focus on consumer and healthcare sectors (Haldiram Snacks, Manipal Health).

AI & Future Strategy:

Temasek is investing across the AI value chain—Nvidia, Broadcom, Databricks, Waymo—and joined the AI Infrastructure Partnership with Microsoft and BlackRock. It’s also expanding into renewable energy (Keppel, Sembcorp) and digital infrastructure (data centers, telcos).

Outlook:

Despite global challenges, Temasek’s disciplined, adaptive, and diversified approach has delivered 7% annual returns over 20 years, balancing resilience and innovation for sustained long-term growth.

Investing Updates : July's Must-See Financial Events: Non-Farm Payrolls, Big Banks Earnings, Fed Interest Rate Decision, and More

Source : 

https://www.moomoo.com/community/feed/114772507295749?global_content=%7B%22promote_content%22%3A%22mm%3Afeed%3A114772507295749%22%2C%22invite%22%3A103096561%7D&futusource=news_hotnews_list&client_hour_clock=24&clientlang=2&clienttype=121&clientver=15.20.11908&is_visitor=0&main_broker=WwoJMTAwOApdCg%3D%3D&my_cid=103096561&sg_cid=103096561&skintype=3&us_cid=103096561&user_id=103096561&user_id_type=3

ChatGPT : 

📅 July 2025: Key Financial Events to Watch (Summary)

July is packed with market-moving events across policy, earnings, and economic data:

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🌍 July 1:

- ECB’s Sintra Forum: Global central bankers, including Fed Chair Powell, meet to discuss monetary policy.

- US ISM Manufacturing PMI: Offers insight into factory sentiment.

📊 July 3:

- June Non-Farm Payrolls & Unemployment Rate: Critical data to gauge labor market strength.

- Early Market Close: Ahead of July 4th holiday.

🇺🇸 July 4:

- US Markets Closed: Independence Day.

🧾 Before July 4:

- Trump’s “Big, Beautiful Bill”: Possible fiscal stimulus bill may pass.

💼 July 9:

- Tariff Agreement Expiry: Could reignite trade tensions.

- Fed Minutes Released: Watch for signals of potential rate cuts.

🏦 July 15:

- Q2 Earnings Begin: Citigroup, JPMorgan, Wells Fargo to set the tone with key commentary.

💹 July 15–17:

- Macro Data Trio:

- July 15: June CPI

- July 16: PPI

- July 17: Retail Sales

- Earnings Highlights: TSMC & Netflix report.

📉 July 30:

- Fed Rate Decision (2:00 p.m. ET)

- Powell Press Conference (2:30 p.m. ET): Watch for dovish tone and potential rate cut hints.

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🔍 Outlook:

With crucial data and decisions ahead, volatility is likely to spike. Investors should stay alert as July may shape market direction for the rest of 2025.

Investing Updates : 2025 Half-Year Recap: Who’s Dominating Singapore’s REITs Market?

Source : 

https://www.moomoo.com/community/feed/114777224118678?global_content=%7B%22promote_content%22%3A%22mm%3Afeed%3A114777224118678%22%2C%22invite%22%3A103096561%7D&futusource=news_hotnews_list&client_hour_clock=24&clientlang=2&clienttype=121&clientver=15.20.11908&is_visitor=0&main_broker=WwoJMTAwOApdCg%3D%3D&my_cid=103096561&sg_cid=103096561&skintype=3&us_cid=103096561&user_id=103096561&user_id_type=3

ChatGPT : 

🇸🇬 Singapore REITs Market: 2025 Half-Year Recap (Summary)

At mid-2025, S-REITs are thriving despite no U.S. rate cuts yet, attracting investors with stable yields and capital gains.

🔝 Top 3 Performers:

1. Frasers Hospitality Trust (+21.4%) – Boosted by tourism recovery; modest 3.1% yield.

2. CapitaLand Integrated Commercial Trust (+13.8%) – Strong retail & office demand; 5.0% yield.

3. First REIT (+10.7%) – High 8.7% yield from healthcare assets in SE Asia.

📊 Sector Strength:

- Suburban retail: Frasers Centrepoint Trust.

- Healthcare: Parkway Life REIT.

- Industrial/logistics: Ascendas REIT, AIMS APAC REIT.

- Digital infrastructure: Keppel DC REIT (joined STI; +5.9%, 4.3% yield).

📉 Macro Tailwind:

SORA fell from 3.02% to 2.08%, cutting REITs' financing costs and making their yields more attractive.

🔮 Outlook:

Expect continued strength as investors rotate toward yield-focused, defensively diversified assets like S-REITs, especially if global rates ease and tourism, healthcare, and digital sectors grow.

Investing Updates : What to Expect in the Week Ahead (Earnings from QMCO; Non Farm Payrolls, Unemployment Rate)

Source : 

https://www.moomoo.com/community/feed/114765486424070?global_content=%7B%22promote_content%22%3A%22mm%3Afeed%3A114765486424070%22%2C%22invite%22%3A103096561%7D&futusource=news_hotnews_list&client_hour_clock=24&clientlang=2&clienttype=121&clientver=15.20.11908&is_visitor=0&main_broker=WwoJMTAwOApdCg%3D%3D&my_cid=103096561&sg_cid=103096561&skintype=3&us_cid=103096561&user_id=103096561&user_id_type=3

ChatGPT : 

Summary: What to Expect in the Week Ahead

1. Corporate Earnings:

• Quantum Corp (QMCO) is expected to report continued financial struggles.

  • Forecasted net loss: $6.785 million.

  • Loss per share: $1.17, with flat revenue around $65.85 million.

  • Investors should watch for management’s plans to stabilize the business.

2. Key Economic Data:

• ISM Manufacturing PMI may tick up to 50, but broader surveys suggest weaker labor demand and tariff-related consumer cost pressures.

• Labor Market Focus:

  • JOLTS job openings projected to drop to 7.1 million.

  • Non-farm payrolls for June likely to show slower job growth, especially in leisure and hospitality.

  • Unemployment rate and jobless claims will be closely watched as indicators of labor market softness.

• Other data points:

  • May trade deficit, likely skewed by tariffs.

  • Ongoing Republican fiscal negotiations could affect sentiment.

3. Market Conditions:

• Shortened trading week: Thursday is a half-day, and markets are closed Friday for Independence Day, increasing volatility risk.

• Investors will weigh economic softness against the high valuation of the S&P 500, which may require either strong earnings growth (30%) or Fed rate cuts to justify current levels.

Investing Updates : U.S. Entry into Israel-Iran Conflict: Which Industries Stand to Be Affected?

Source : 

https://www.moomoo.com/community/feed/u-s-entry-into-israel-iran-conflict-which-industries-stand-114731808129029

Apple Intelligence : 

• Oil Price Impact: Oil prices surged by over 4% following the US entry into the Israel-Iran conflict, with WTI crude nearing $77 per barrel and Brent crude futures exceeding $80 per barrel.

• Potential Oil Disruption: Iran’s parliament voted to close the Strait of Hormuz, a crucial oil passageway, potentially leading to oil prices reaching $100 per barrel.

• Historical Market Resilience: Stock markets have historically recovered from geopolitical conflicts, indicating potential resilience in the face of the current situation.

• Stock Market Performance: Remained relatively stable during the initial stages of the Israel-Iran conflict.

• Impact of Geopolitical Events: Historical examples, like the Russia-Ukraine conflict, show that markets can recover from initial shocks.

• Short-Term Industry Effects: Oil and defense stocks saw increases due to potential impacts of the conflict.

• Safe-Haven Asset: Spot gold is near its record high as investors seek safe-haven assets.

• Gold Mining Companies: Newmont, Agnico Eagle, Wheaton Precious Metals, and Barrick Mining.

• Uranium Mining Companies: Cameco, NexGen Energy, Centrus Energy, and Uranium Energy.