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A place for the Singapore investment community to share information, research and updates.
CNBC Television (Youtube)
Not 'absolutely essential' for the Fed to cut 25 bps in December, Pantheon’s Ian Shepherdson
Ian Shepherdson, Pantheon Macroeconomics chairman and editor-in-chief, joins 'Squawk Box' to discuss the state of the economy, what to expect from the November jobs report, impact on the Fed's inflation fight, rate path outlook, and more.
Korean corporations struggling to value-up, says strategist
https://www.cnbc.com/video/2024/12/06/poor-pay-out-ratios-and-sentiment-impede-koreas-value-up-agenda.html
CNBC Television (Youtube)
NYC Mayor Eric Adams on migrant crisis: We now have an administration that we can work with
New York City Mayor Eric Adams joins 'Squawk Box' to discuss the latest developments in the murder investigation of UnitedHealthcare CEO Brian Thompson, safety concerns around New York City, state of the immigration crisis in the city, working with President-elect Trump, and more.
CNBC Television (Youtube)
Swiftonomics: American University professor Kara Reynolds on the Taylor Swift economy
Kara Reynolds, American University department of economics chair and professor of Swiftonomics, joins 'Squawk Box' to discuss the Taylor Swift economy, the impact of Swiftonomics on the global economy, and more.
CapitaLand China Trust (SGX: AU8U): 2024 Third Quarter Business Update
On 30 October 2024, CapitaLand China Trust (“CLCT”) announced their third quarter business update… https://thefinance.sg/?p=1656695
CNBC Television (Youtube)
Lululemon Faces Mixed Analyst Views Amid Flat U.S. Sales and International Growth
Anna Andreeva from Piper Sandler and Janine Stichter from BTIG discuss Lululemon's earnings. Andreeva maintains a neutral rating due to flat U.S. sales and potential margin erosion from marketing investments. Stichter is more optimistic, citing international growth and improvements in the U.S. business, particularly in women's products and leggings. Both analysts acknowledge the competitive landscape and the need for Lululemon to invest in marketing to sustain growth.
CNBC Television (Youtube)
Corporate security is on guard right now, says former Boeing chief security officer Dave Komendat
Dave Komendat, DSKomendat Risk Management Services president and former Boeing chief security officer, joins 'Squawk Box' to discuss the security protocols for corporate America in the wake of the shooting of UnitedHealthcare CEO Brian Thompson, the threats to corporate America, and more.
CNBC Television (Youtube)
Morris: Wage growth could impact inflation and concern the Fed.
Daniel Morris, Chief Market Strategist at BNP Paribas Asset Management, discusses the upcoming jobs report, focusing on wage growth and its impact on inflation and the labor market. He believes wage growth will support consumer demand and corporate profits, especially with productivity gains from AI. Morris is also bullish on small-cap stocks, expecting them to benefit from rate cuts and domestic policies.
Carousell cuts 7% of total headcount, 46 roles in Singapore affected
https://www.straitstimes.com/business/carousell-cuts-7-of-total-headcount-46-roles-in-singapore-affected
The Business Times (Youtube)
Market Focus Daily: Friday, December 6, 2024
Asian markets down (https://www.businesstimes.com.sg/companies-markets/capital-markets-currencies/asia-most-markets-down-traders-assess-crises-south-korea-france) as traders assess crisis in South Korea; India central bank holds rates steady (https://www.businesstimes.com.sg/companies-markets/banking-finance/india-central-bank-holds-rates-steady-cuts-banks-cash-reserve-ratio) and cuts banks’ cash reserve ratio; Chinese stocks jump ahead of stimulus hopes and rate cut bets (https://www.businesstimes.com.sg/international/global/wall-street-banks-predict-biggest-china-rate-cuts-decade) .
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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Singapore REITs Monthly Update (November 10th, 2024)
https://mystocksinvesting.com/singapore-reits/singapore-reits-monthly-update-november-10th-2024/
OpenAI seeks to unlock investment by ditching 'AGI' clause with Microsoft, FT reports
https://www.channelnewsasia.com/business/openai-seeks-unlock-investment-ditching-agi-clause-microsoft-ft-reports-4791681
CNBC Television (Youtube)
The Javers Files: Firm accused of hidden ties to Chinese Communist Party
CNBC's Eamon Javers joins 'Squawk Box' with the latest installment of The Javers Files.
Jack Raines writes a very reflective post that comes late after Thanksgiving but I feel that some of you will enjoy it.
Sometimes it is good to reflect on where you were at different points in that line of time, how you think, how you feel, and how you look at them standing at this point on that timeline.
https://www.youngmoney.co/p/factory-reset
Europe is a 'soufflé collapsing' from the turmoil in France and Germany: David Roche
https://www.cnbc.com/video/2024/12/06/europe-is-like-a-collapsed-souffla-stemming-from-the-turmoil-in-france-and-germany.html
Central banks must accept inflation may remain persistently above target, says strategist
https://www.cnbc.com/video/2024/12/06/inflation-may-remain-persistently-above-target-says-strategist.html
CNBC Television (Youtube)
Pollak: The magic number to watch is 284,000 for stable job growth.
Julia Pollak, Chief Economist at ZipRecruiter, discusses her forecast for the jobs report, predicting a lower number than the 214,000 estimate due to narrowing job gains concentrated in a few sectors. She highlights the challenges for new job seekers despite overall job security.
CDL Hospitality Trust (SGX: J85): 2024 Third Quarter Business Update
On 29 October 2024, CDL Hospitality Trusts (“CDLHT”) announced their third quarter business update… https://thefinance.sg/?p=1656698
REIT Posts of the Week @ 30 November 2024
https://www.reit-tirement.com/2024/11/reit-posts-of-week-30-november-2024.html
CNBC Television (Youtube)
DocuSign CEO Allan Thygesen on Q3 results: We're in a period of transformation and rejuvenation
Allan Thygesen, DocuSign CEO, joins 'Squawk Box' to discuss the company's quarterly earnings results, the implementation of AI, whether AI poses a challenge to the company business in the future, and more.
CNBC Television (Youtube)
Rosenbluth: Retail investors, advisers, and institutions have embraced ETFs.
Todd Rosenbluth, Director of Research at VettaFi, highlights the ETF industry's milestone of reaching $1 trillion in assets. He notes the growing adoption by retail investors, advisers, and institutions, and the diversification within the ETF space, including specialized and actively managed ETFs.
OpenAI seeks to unlock investment by ditching 'AGI' clause with Microsoft, FT reports
https://www.channelnewsasia.com/business/openai-aims-attract-more-investment-removing-agi-clause-microsoft-ft-reports-4791681
The Business Times (Youtube)
Keppel and Amazon Web Services join forces to drive generative AI and green infrastructure
The partnership aims to bolster global connectivity with ‘the largest capacity high-speed transmission cable’.
Read more: https://bt.sg/Mjsw
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CNBC Television (Youtube)
The Fed should not cut rates next week, says JPMorgan's Bill Eigen
Bill Eigen, JPMorgan Asset Management CIO of Absolute Return Fixed Income Group, joins 'Squawk Box' to discuss the latest market trends, the Fed's inflation fight, what to expect from the November jobs report, and more.
LG Electronics' India arm files for IPO amid strong consumer durables demand
https://www.channelnewsasia.com/business/lg-electronics-india-arm-files-ipo-amid-strong-consumer-durables-demand-4791481
CNBC Television (Youtube)
The Biden admin. has put in place a long-term blueprint for the American economy, says Marc Morial
Marc Morial, National Urban League president and former mayor of New Orleans, joins 'Squawk Box' to discuss the impact the Biden administration has had on the economy, jobs and inflation, the success of Bidenomics, Biden vs. Trump on the economy, and more.
CNBC Television (Youtube)
Roaring Kitty's cryptic post sparks meme stock volatility
CNBC's Andrew Ross Sorkin reports on the latest news.
We’re creating five-star factories across the region: Micro-Mechanics’ CEO
https://growbeansprout.com/micro-mechanics-ceo-christopher-borch
WH Group get shareholders' nod to spin off, list Smithfield Foods in US
https://www.channelnewsasia.com/business/wh-group-get-shareholders-nod-spin-list-smithfield-foods-us-4791576