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A place for the Singapore investment community to share information and updates
CNBC Television (Youtube)
How Sam Altman is tackling a growing threat to the future of OpenAI: Elon Musk
Financial Times AI editor Madhumita Murgia discusses how Elon Musk's new and growing influence with President-elect Donald Trump could complicate OpenAI's future as a for-profit company, and benefit his own startup xAI.
CNBC Television (Youtube)
Former Walmart U.S. CEO on the state of the consumer
Former Walmart U.S. President & CEO Bill Simon discusses the holiday shopping season, consumers trading down, and the impact of potential Trump tariffs on the retail sector.
CNBC Television (Youtube)
Christopher: Inflation may hover around 2.5-3.5% next year, and that's not bad for stocks
Paul Christopher of the Wells Fargo Investment Institute says the Fed will be watching next year, like the rest of us, what policies and tariffs get implemented by the incoming Trump administration.
CNBC Television (Youtube)
Wish the Fed wouldn't cut rates this week, says Ed Yardeni
Ed Yardeni, Yardeni Research president, joins 'Squawk Box' to discuss the Fed's inflation fight, what to expect from Fed Chair Powell, why he doesn't believe the Fed should cut rates this week, state of the economy, and more.
CNBC Television (Youtube)
Seeing both consumer traffic and spending come back to restaurants: Savory co-founder Andrew Smith
Andrew Smith, Savory co-founder, joins 'Squawk Box' to discuss the restaurant industry landscape, impact of inflation, state of the consumer, and more.
CNBC Television (Youtube)
The market is expecting a Fed rate cut this week, says Defiance ETF's Sylvia Jablonski
Sylvia Jablonski, Defiance ETFs CEO and CIO, joins 'Squawk Box' to discuss the Fed's inflation fight, what to expect from the central bank this week, state of the economy, latest market trends, and more.
The Business Times (Youtube)
Is earning 3% from Singapore T-bills enough?
Is a 3% T-bill yield worth considering amid rising inflation and reinvestment risks? BT weighs in, and looks at what it means to allocate capital into bonds and equities as an alternative.
Read more: https://bt.sg/y7a8
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OIR Weekly S-REITS Tracker (16 December 2024)
The Edge Singapore
Trading Societe Generale’s US stock DLCs during Asian hours lets investors seize unique opportunities
https://t.co/f0tfu2Pfdp https://t.co/9Vn1lScNDR
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The Business Times (Youtube)
Lens on Daily: Headline news for Monday, December 16, 2024
Germany's political turmoil, US dollar performance, Bitcoin's record high, violent conflicts in Gaza, South Korea's presidential impeachment, and Singapore's rise in arrests related to immigration offenses.
Synopsis: A round up of global headlines to start your day by The Business Times.
Written by: Howie Lim / Claressa Monteiro (claremb@sph.com.sg (mailto:claremb@sph.com.sg) )
Recording engineer: Joann Chai Pei Chieh
Produced and edited by: Claressa Monteiro
Produced by: BT Podcasts, The Business Times, SPH Media
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Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.
Discover more BT podcast series:
BT Mark To Market at: bt.sg/btmark2mkt (https://bt.sg/btmark2mkt)
WealthBT at: bt.sg/btpropertybt (https://bt.sg/btpropertybt)
PropertyBT at: bt.sg/btmktfocus (https://bt.sg/btmktfocus)
BT Money Hacks at: bt.sg/btmoneyhacks (https://bt.sg/btmoneyhacks)
BT Market Focus at: bt.sg/btmktfocus (https://bt.sg/btmktfocus)
BT Podcasts at: bt.sg/podcasts (https://bt.sg/podcasts)
BT Branded Podcasts at: bt.sg/brpod (https://bt.sg/brpod)
BT Lens On: bt.sg/btlenson (http://bt.sg/btlenson)
See omnystudio.com/listener (https://omnystudio.com/listener) for privacy information.
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FW: [Maybank IBG Research] Today's Research - Singapore
Technical Analysis: 16 December 2024
🇸🇬 SG
Singapore Airlines Ltd (SIA SP)
SBS Transit Ltd (SBUS SP)
🇭🇰 HK
COSCO SHIPPING Holdings Co Ltd (1919 HK)
Sunny Optical Technology Group Co Ltd (2382 HK)
Read More: https://www.kgieworld.sg/research/dec16ta24
@kgisg
TRADING IDEAS: 🇺🇸 UNITED STATES
16 December 2024
🏢 Toll Brothers Inc (TOL US): Luxury home demand
BUY Entry – 133 Target – 150 Stop Loss – 123
🏭 Home Depot Inc (HD US): Robust housing and related spending
BUY Entry – 420 Target – 460 Stop Loss – 400
➡️ Read More: https://www.kgieworld.sg/research/dec16us24
@kgisg
Weekly Market Recap: Stick to T-bills or buy stocks and bonds?
https://growbeansprout.com/weekly-update-14-dec-2024
CNBC Television (Youtube)
Kilburg: May be time to cut some exposure to mega-caps in 2025
KKM Financial's Jeff Kilburg says it may be time to trade in some profits on big tech for industrials and materials stocks.
CNBC Television (Youtube)
Making the Case For & Against Adobe
Jackson Adar of KeyBanc and Derek Yan of KraneShares break down the pros & cons of Adobe, with investors concerned it's not yet seeing major gains from AI.
CNBC Television (Youtube)
House Majority Whip Rep. Tom Emmer on the Trump agenda: Big change is coming
House Majority Whip Rep. Tom Emmer (R-Minn.) joins 'Squawk Box' to discuss President-elect Trump's return to the White House, top priorities for the incoming Trump administration and new Congress, fate of House Speaker Rep. Mike Johnson, future of the Trump tax cuts, and more.
The Business Times (Youtube)
Market Focus Daily: Monday, December 16, 2024
Asian markets struggle (https://www.businesstimes.com.sg/companies-markets/capital-markets-currencies/asia-markets-struggle-after-more-weak-china-data) after more weak China data; Korean won and stocks fall despite impeachment vote; CLI to acquire Australian credit investment manager Wingate (https://www.businesstimes.com.sg/companies-markets/cli-acquire-australian-credit-investment-manager-wingate-200-million) for A$200 million.
Synopsis: Market Focus Daily is a closing bell roundup by The Business Times that looks at the day’s market movements and news from Singapore and the region.
Written and hosted by: Emily Liu (emilyliu@sph.com.sg (mailto:emilyliu@sph.com.sg) )
Recording engineer: Chai Pei Chieh
Produced and edited by: Claressa Monteiro
Produced by: BT Podcasts, The Business Times, SPH Media
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Website: bt.sg/mktfocus (https://bt.sg/mktfocus/)
Feedback to: btpodcasts@sph.com.sg
Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.
Discover more BT podcast series:
BT Money Hacks at: bt.sg/btmoneyhacks (https://bt.sg/btmoneyhacks)
BT Correspondents at: bt.sg/btcobt (https://bt.sg/btcobt)
BT Podcasts at: bt.sg/podcasts (https://bt.sg/podcasts)
BT Branded Podcasts at: bt.sg/brpod (https://bt.sg/brpod)
BT Lens On: bt.sg/btlenson (https://bt.sg/btlenson)
See omnystudio.com/listener (https://omnystudio.com/listener) for privacy information.
CNBC Television (Youtube)
The idea that 20% tariffs won't be extremely inflationary is just nonsensical: Yale's Natasha Sarin
Natasha Sarin, Yale Law School and Yale School of Management professor and former Biden Treasury Department official, and Oren Cass, American Compass executive director, join 'Squawk Box' to discuss President-elect Trump's tariff proposals, what companies should do to prepare for tariffs, Trump's economic agenda, and more.
CNBC Television (Youtube)
Bonobos owner WHP Global nears deal for Vera Wang
CNBC's Becky Quick reports on the latest news.
The Edge Singapore
MSCI: Factoring in an EM edge in times of uncertainty
https://t.co/NrtUBhvvCX https://t.co/hJNj9eBY3T
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The Edge Singapore
Unlocking Japan's investment potential backed by cash-rich companies and economic revival with Nikko AM
Read more: https://t.co/CcWYI2ILSU https://t.co/seUvL8ChZe
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OIR [RESEND] SG: DBS Group Holdings Ltd (DBS SP) - Share buybacks, with more to go…
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OIR Market Pulse (16 December 2024)
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FW: [Maybank IBG Research] Today's Research
Five stories to start your day:
1. The 24 hours of rate cuts that end year of global central-bank easing
2. South Korea's central bank vows to stabilise markets amid political turmoil
3. UOB appoints Leong Yung Chee as new Group Chief Financial Officer
4. Allianz is close to dropping Income insurance deal
5. iFast sets up China desk as part of global reach aspirations
📰 Follow us on @theedgesg for market-moving news and the latest headlines.
First Ship Lease Trust unit to sell one vessel
https://www.businesstimes.com.sg/companies-markets/first-ship-lease-trust-unit-sell-one-vessel
TRADING IDEAS: 🇭🇰 HONG KONG
16 December 2024
🏭 Sinopharm Group Co Ltd (1099 HK): Advanced pharmaceutical developments underway
BUY Entry – 21.5 Target 23.7 Stop Loss – 20.4
💠 Sands China Ltd (1928 HK): Tourism recovery
BUY Entry – 21.5 Target 24.5 Stop Loss – 20.0
➡️ Read More: https://www.kgieworld.sg/research/dec16hk24
@kgisg