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A place for the Singapore investment community to share information and updates
How slower US rate cuts could impact your savings and investments
https://growbeansprout.com/fed-cuts-interest-rates-dec-2024
A Systematic Approach: How Dimensional’s Global Targeted Value Selects Stocks
The Dimensional Global Targeted Value is one of the funds that are available… https://thefinance.sg/?p=1658354
Not all the funds of Dimensional are implemented the same way by being very diversified, overweighting or underweighting.
The Global Targeted Value is one such fund. They select a group of stocks from a bunch of stocks. What this means is that there may be a section of small stocks that will do very well and you think the fund would benefit from but doesn't.
I try my best to explain what I understand about the securities selection strategy which I hope those who were invested (likely not a large group) could understand and benefit.
https://investmentmoats.com/money/systematic-approach-dimensionals-global-targeted-value/
‘I never thought we would become farmers,’ says F&N CEO
https://www.straitstimes.com/business/companies-markets/i-never-thought-we-would-become-farmers-says-fn-ceo
Starbucks workers expand strike incities, including New York
https://www.businesstimes.com.sg/companies-markets/consumer-healthcare/starbucks-workers-expand-strike-incities-including-new-york
Starbucks workers expand strike in US cities, including New York
https://www.businesstimes.com.sg/companies-markets/consumer-healthcare/starbucks-workers-expand-strike-us-cities-including-new-york
The Edge Singapore
Medical group Tamarind Health offers to privatise TalkMed Group at 45.6 cents per share https://t.co/kii5oEF2Eg
tweet
Top Glove Bounces Back
Top Glove Corp (TOPGLOV) posted a net profit of MYR5.47 million in 1Q25 (FYE Aug’25), reversing a MYR57.71 million loss a year ago, driven by higher sales and forex gains.
Revenue surged 79.5% to MYR885.89 million. QoQ, it shifted from a MYR3.57 million loss in 4Q24 (FYE Aug’24) to a profit, aided by price hikes and robust US demand ahead of a 50% tariff on Chinese gloves.
TOPGLOV remains optimistic, citing industry recovery and trade shifts. TOPGLOV plans diversification to manage geopolitical risks.
TOPGLOV-C4R is responsive to TOPGLOV shares at 1 sensitivity tick! TOPGLOV-C4R tracks a like for like movement of TOPGLOV shares.
#DailyHighlights
Dire situation in China is one reason for Honda, Nissan merger
https://www.businesstimes.com.sg/companies-markets/transport-logistics/dire-situation-china-one-reason-honda-nissan-merger
Trump appoints Bo Hines to presidential council on digital assets
https://www.channelnewsasia.com/business/trump-appoints-bo-hines-presidential-council-digital-assets-4822031
Latest inflation numbers soothe a market rattled by Fed’s hawkish rate cut
https://www.straitstimes.com/business/latest-inflation-numbers-soothe-a-market-rattled-by-feds-hawkish-rate-cut
Honda and Nissan consider mutual production of vehicles, Kyodo reports
https://www.channelnewsasia.com/business/honda-and-nissan-consider-mutual-production-vehicles-kyodo-reports-4820456
Never mind Trump, stocks may get a lift in 2025 from resilient US economy and corporate earnings
https://www.businesstimes.com.sg/opinion-features/never-mind-trump-stocks-may-get-lift-2025-resilient-us-economy-and-corporate-earnings
The Business Times (Youtube)
S1E198: SRS secrets to grow your retirement fund and save on taxes: BT Money Hacks
Planning for retirement is a crucial part of financial planning and one of the many tools designed to help is the Supplementary Retirement Scheme or SRS. And why is it that we tend to talk about the SRS at the end of the year and can it really help power-up our retirement savings?
Howie Lim speaks to Shawn Lee, assistant vice president, financial planning literacy, DBS Bank to find out.
Synopsis: Every Monday, The Business Times breaks down useful financial tips.
Highlights:
01:14 Why year-end is SRS season
03:30 The downside to the SRS
05:57 Do not leave the SRS idle
08:06 Will changes to the CPF Act have an impact?
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Send us your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg (mailto:btpodcasts@sph.com.sg) .
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Written and hosted by: Howie Lim (howielim@sph.com.sg)
With Shawn Lee, assistant vice president, financial planning literacy, DBS Bank
Edited by: Howie Lim & Claressa Monteiro
Produced by: Howie Lim
Engineered by: Chai Pei Chieh
A podcast by BT Podcasts, The Business Times, SPH Media
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Ben Carlson writes about how hated the international stocks,emerging market stocks, and value stocks is.
This is the year where people throw in the towel.
Foreign investors are pouring money into us large cap growth stocks. They believe they are the better companies. In a way, it's indirectly saying, the rest is shit.
Technology have changed everything.
His comment: He doesn't know really. He doesn't know if things has changed this time. He doesn't know if mean reversion will happen. He doesn't know too much.
https://awealthofcommonsense.com/2024/12/the-most-hated-stocks-in-the-world/
TalkMed receives privatisation offer for S$0.456 per scheme share
https://www.businesstimes.com.sg/companies-markets/talkmed-receives-privatisation-offer-s0-456-scheme-share
5 Unconventional Lessons from Trillion-Dollar Stocks
📰 As Featured on BT 📰
What makes trillion-dollar stocks tick?
📌 https://thesmartinvestor.com.sg/5-unconventional-lessons-from-trillion-dollar-stocks/
Asia shares rally on US inflation relief
https://www.channelnewsasia.com/business/asia-shares-rally-us-inflation-relief-4822131
Dire situation in China is one reason for Honda, Nissan merger
https://www.straitstimes.com/business/dire-situation-in-china-is-one-reason-for-honda-nissan-merger
Stocks to watch: SingPost, Top Glove, TalkMed
https://www.businesstimes.com.sg/companies-markets/stocks-watch-singpost-top-glove-talkmed
OUE REIT Sold Its China Property at a 20% Loss to End 2023 Valuation, Are Assets Worth What it is Reported?
OUE REIT has sold its remaining China property, Lippo Plazafor RMB $1.917 Billion… https://thefinance.sg/?p=1658332
Medical group Tamarind Health offers to privatise TalkMed Group at 45.6 cents per share
Read: https://link.theedgesingapore.com/FcDXuC5GVG7HKHPXA
Follow us on: @theedgesg
Apple’s US$1 billion investment may be fleeting win for Indonesia
https://www.businesstimes.com.sg/international/asean/apples-us1-billion-investment-may-be-fleeting-win-indonesia
Bitcoin approaching first weekly decline since Trump’s victory
https://www.businesstimes.com.sg/companies-markets/banking-finance/bitcoin-approaching-first-weekly-decline-trumps-victory
Investment opportunities I’m looking at in 2025
https://growbeansprout.com/investment-opportunities-in-2025
Job opportunities for fresh grads in sectors like tech, marketing and healthcare in 2025: HR experts
https://www.straitstimes.com/business/job-opportunities-for-fresh-grads-in-sectors-like-tech-marketing-and-healthcare-in-2025-hr-experts
The battle of the wealth hubs: Singapore, Dubai and Hong Kong
https://www.businesstimes.com.sg/companies-markets/battle-wealth-hubs-singapore-dubai-and-hong-kong
What I have Learned from CapitaLand Ascott Trust’s Presentation
https://www.thesingaporeaninvestor.sg/2024/11/12/what-i-have-learned-from-capitaland-ascott-trusts-presentation/?utm_source=rss&utm_medium=rss&utm_campaign=what-i-have-learned-from-capitaland-ascott-trusts-presentation
Just uploaded to YouTube: How Amazon Haul Is Taking On Temu With Cheap Goods From China by CNBC
https://www.youtube.com/watch?v=UT6C93PM61I
Tencent bounces back: What to know about China’s tech giant
About Tencent (SGX: HTCD): A Global Leader in Digital Services Established in 1998, Tencent… https://thefinance.sg/?p=1658342