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A place for the Singapore investment community to share information and updates
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
Top Stories, 16 December 2024
1. Asia markets mostly rise as central bank decisions take the spotlight
https://www.kgieworld.sg/research/yx63
2. Trade HKEX USD/CNH futures and options contracts for best liquidity and market depth in periods of volatility.
Find out more:
https://www.kgieworld.sg/futures/hkex-usd-cnh-futures
3. China's trade-in subsidy policy boosts home appliance sales
https://www.kgieworld.sg/research/6jm9
4. A Shocking Bitcoin Forecast for 2025 From the Wall Street Analyst Who Predicted Its Rise to $100,000 in 2024
https://www.kgieworld.sg/research/me7t
5. US To Implement Further “Trade Restrictions” On China, Likely Covering Up Policy Loopholes
https://www.kgieworld.sg/research/pir9
6. Gold edges lower on rising US yields, still eyes weekly gains
https://www.kgieworld.sg/research/90t4
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I don’t think many has the heart to take 3 times leverage S&P 500
If you have a long investment run way, and you invest in a portfolio… https://thefinance.sg/?p=1657646
Smart Look At The Week Ahead: Fed Interest-Rate Decision, Nike, General Mills And Micron Technology
Here’s what to look out for this week.
📌 https://thesmartinvestor.com.sg/smart-look-at-the-week-ahead-fed-interest-rate-decision-nike-general-mills-and-micron-technology/
Why invest in the Philippines
https://growbeansprout.com/why-invest-in-the-philippines
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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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
TRADING IDEAS: 🇸🇬 SINGAPORE
16 December 2024
🏢 Singapore Airlines Ltd (SIA SP): Winter travel demand
BUY Entry – 6.4 Target– 7.2 Stop Loss – 6.0
🏬 Bumitama Agri Ltd (BAL SP): Palm oil demand to maintain
BUY Entry – 0.89 Target– 0.97 Stop Loss – 0.85
➡️ Read More: https://www.kgieworld.sg/research/dec16sg24
@kgisg
First Ship Lease Trust set to sell one vessel
https://www.businesstimes.com.sg/companies-markets/first-ship-lease-trust-set-sell-one-vessel
Japan's factory activity softens for 6th straight month, PMI shows
https://www.channelnewsasia.com/business/japans-factory-activity-softens-6th-straight-month-pmi-shows-4808401
Stocks to watch: UOB, CapitaLand Investment
https://www.businesstimes.com.sg/companies-markets/stocks-watch-uob-capitaland-investment
Here is more leverage simulations.
I came across this while looking up something to share with my colleague Choon Siong. Didn't manage to find it but the drawdowns of this 3x Leverage S&P 500 is crazy.
I wonder how many people expect that... if you have a long enough time horizon, and you don't blow up, you invest in a portfolio that is self-rejuvenating, your leverage return is less than the unleveraged return?
Well the result is in this simulation.
https://investmentmoats.com/money/heart-3-times-leverage-sp-500/