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Saturday, 11 January 2025
Investing Updates: Here's the Breakdown for US December Nonfarm Payrolls, in One Chart
Thursday, 9 January 2025
Investing Updates: JS-SEZ in the Making, Which Concept Stocks Are Riding the Wave?
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)
Saturday, 4 January 2025
Investing Updates: Singapore to become Asia’s next crypto hub with 'risk-adjusted' regulation
Sunday, 29 December 2024
Investing Updates: Wall Street’s Forecasts for 2025: S&P 500 May Jump Above 7,000 Points
- Consensus Bullish Outlook: Most major banks predict another strong year for the S&P 500 in 2025, with target prices ranging from 6,500 to 7,007.
- Key Drivers:
- Easing Monetary Policy: Lower interest rates are expected to boost stock valuations.
- Strong Earnings Growth: Projections for double-digit earnings growth across sectors.
- AI-Driven Growth: Increased investment in AI is seen as a significant driver.
- Economic Recovery: Continued economic expansion and improving market breadth.
- Political Factors: A more business-friendly environment under the new administration.
- Investment Strategies:
- Diversification: Banks recommend diversifying portfolios beyond Big Tech, focusing on sectors like financials, communications, and consumer staples.
- Mid-Cap Growth: Favorable outlook for mid-sized growth companies.
- Value Stocks: Some banks anticipate a resurgence of value stocks.
- AI-Related Companies: Investing in companies that are leveraging AI technology.
Saturday, 14 December 2024
Investing Updates: 2024 Sees ETF Inflows Surpass $1 Trillion, Extending Record Year
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.
Friday, 13 December 2024
Investing Updates: STI Hits 17-Year High, What's Next?
The Straits Times Index (STI) hit a 17-year high of 3739.29 in November, boosted by strong bank performance and defensive stock characteristics amid global market volatility. Analysts attribute the rise to high dividend yields (4.9% in Asia-Pacific) and robust financial and real estate sectors. Predictions suggest STI may surpass its 2007 high of 3906.16 and reach 4000 points in 2025. Amid uncertainty from U.S. policy changes, Singapore’s stability attracts investors, supported by strong banking stocks and growth in the semiconductor-driven manufacturing sector.
Tuesday, 10 December 2024
Investing Updates: How to Build a Reliable Income Stream with REITs In Singapore
To build reliable income with REITs in Singapore, focus on operational yield for sustainable cash flow, avoiding misleading headline yields. Prioritize REITs with ethical, proven management to ensure stability and avoid capital loss risks. Differentiate between strategic REITs (long-term, stable income) and tactical REITs (short-term, higher-risk opportunities for gains). A balanced portfolio with these principles can deliver steady dividends and minimize risks over time.
Investing Updates: How Will Singapore, Malaysia, And Other Asian Countries’ Stock Markets Fare In 2025?
Asian stock markets face mixed prospects in 2025 amid geopolitical shifts, including Trump’s second term as U.S. president. Singapore’s economy, supported by strong banking sector fundamentals, may navigate trade uncertainties with fiscal resilience. Malaysia benefits from rising FDI and wage growth, ensuring market stability. China aims for economic stabilization, not acceleration, while Korea’s undervalued export sectors hold rebound potential. India’s domestic market shields it from trade risks, unlike Vietnam’s trade-dependent economy. Both countries remain key players in global manufacturing diversification.