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A place for the Singapore investment community to share information, research and updates.
Economist: China's growth is slowing; predicting 2025 growth of 5% is 'ambitious'
https://www.cnbc.com/video/2024/12/10/economist-chinas-growth-is-slowing-5percent-growth-target-is-ambitious.html
Logistics Focused REITs Comparison @ 8 December 2024
https://www.reit-tirement.com/2024/12/logistics-focused-reits-comparison-8.html
CNBC Television (Youtube)
Valuations outside the U.S. are much more attractive than U.S. stocks: Neuberger Berman's Saccocia
Shannon Saccocia, Neuberger Berman Private Wealth CIO, joins 'Squawk Box' to discuss the latest market trends, state of the economy, market outlook, and more.
Key Highlights from EC World REIT’s Q3 and 9M FY2024 Results
https://www.thesingaporeaninvestor.sg/2024/11/12/key-highlights-from-ec-world-reits-q3-and-9m-fy2024-results/?utm_source=rss&utm_medium=rss&utm_campaign=key-highlights-from-ec-world-reits-q3-and-9m-fy2024-results
3 Singapore REITs that Invest Solely in European Properties
https://www.thesingaporeaninvestor.sg/2024/11/26/3-singapore-reits-that-invest-solely-in-european-properties/?utm_source=rss&utm_medium=rss&utm_campaign=3-singapore-reits-that-invest-solely-in-european-properties
CNBC Television (Youtube)
Bad actors have access to better tools and more sophisticated attacks: Teneo's Brian Stephens
Brian Stephens, Teneo Security Risk Advisory senior managing director, joins 'Squawk Box' to discuss the state of corporate security in the wake of the fatal shooting of UnitedHealthcare CEO Brian Thompson.
CNBC Television (Youtube)
The Points Guy founder Brian Kelly unveils the winners of the 2024 TPG Awards
The Points Guy founder Brian Kelly joins 'Squawk Box' to unveil the winners of the 2024 TPG awards.
Money and Me: Data Centered S-REITs; here is what you need to know
https://mystocksinvesting.com/monthly-market-update/money-and-me-data-centered-s-reits-here-is-what-you-need-to-know/
Portfolio & Dividend Update : 3rd Qtr 2023
https://stestocksinvestingjourney.blogspot.com/2023/09/portfolio-dividend-update-3rd-qtr-2023.html
2023 Portfolio & Dividend Update
https://stestocksinvestingjourney.blogspot.com/2024/02/2023-portfolio-dividend-update.html
(Seminar) Unlocking Yield: Mastering Your Portfolio in a New Rate Era
https://mystocksinvesting.com/seminars/seminar-unlocking-yield-mastering-your-portfolio-in-a-new-rate-era/
Jun 2021 - Portfolio & Transaction Updates
http://www.3foreverfinancialfreedom.com/2021/06/jun-2021-portfolio-transaction-updates.html
How To Profit Against Huge Inflation Ahead
http://www.3foreverfinancialfreedom.com/2021/06/how-to-profit-against-huge-inflation.html
My Thought Process On Writing a Put Option - With Actual Case Study On Citibank (NYSE: C)
http://www.3foreverfinancialfreedom.com/2021/06/my-thought-process-on-writing-put.html
4 Dependable Singapore Blue-Chip Stocks That You Can Pass Down to Your Children
We believe that these four Singapore blue-chip stocks are good enough to pass down to your descendants.
📌 https://thesmartinvestor.com.sg/4-dependable-singapore-blue-chip-stocks-that-you-can-pass-down-to-your-children/
U.S. to take careful approach to Syria's ascendant rebel group, analyst says
https://www.cnbc.com/video/2024/12/10/us-to-take-careful-approach-to-syrias-ascendant-rebel-group-ceip.html
CNBC Television (Youtube)
Schein: Fundamentals are underneath. We like the acronym LESS IS MORE.
Robert Schein, Chief Investment Officer at Blanke Schein Wealth Management, discusses the market's resilience and recent pullback, noting strong fundamentals and growth in earnings across multiple sectors. He emphasizes the importance of rebalancing portfolios, particularly trimming gains from high-performing stocks like the MAG seven, and reallocating to undervalued sectors such as financials, healthcare, and consumer discretionary.
CNBC Television (Youtube)
Lerner: The driving force in 2025 is still going to be the economy and earnings.
Keith Lerner, Co-Chief Investment Officer at Truist Wealth, discusses the current market, noting a 25% rise this year and a recent period of consolidation. He believes the market is in a good place, with a bullish outlook despite expected disruptions. For 2025, he emphasizes the importance of the economy and earnings, favoring equities over fixed income, particularly in the U.S.
United Hampshire US REIT: What You Need to Know about the Necessity Retail REIT
https://www.thesingaporeaninvestor.sg/2024/11/18/united-hampshire-us-reit-what-you-need-to-know-about-the-necessity-retail-reit/?utm_source=rss&utm_medium=rss&utm_campaign=united-hampshire-us-reit-what-you-need-to-know-about-the-necessity-retail-reit
CNBC Television (Youtube)
Inflation remains the biggest concern for our clients, says U.S. Bank’s Eric Freedman
Eric Freedman, U.S. Bank Asset Management CIO, joins 'Squawk Box' to discuss the latest market trends, state of the economy, the Fed's inflation fight, and more.
CNBC Television (Youtube)
Betweened founder Carla Engelbrecht on regulating social media for kids
Carla Engelbrecht, Betweened founder, joins 'Squawk Box' to discuss Australia's social media ban for children under 16 starting next year, how to best protect kids online, and more.
Money and Me: Finding attractive S-REITs in a rate cutting environment
https://mystocksinvesting.com/monthly-market-update/money-and-me-finding-attractive-s-reits-in-a-rate-cutting-environment/
US finalises more than US$6.1 billion chips subsidy for Micron Technology
https://www.channelnewsasia.com/business/us-finalises-more-us61-billion-chips-subsidy-micron-technology-4798191
Beauty ( Value ) Is In The Eye Of Beholder
https://stestocksinvestingjourney.blogspot.com/2023/11/beauty-value-is-in-eye-of-beholder.html
Portfolio & Dividend Update : 4th Aug 2024
https://stestocksinvestingjourney.blogspot.com/2024/08/portfolio-dividend-update-4th-aug-2024.html
Can Gold Future-Proof Your Investment Portfolio?
http://www.3foreverfinancialfreedom.com/2021/06/can-gold-future-proof-your-investment.html
HUYA Inc. - Post-Merger + Transformation in Business Model + Undemanding Valuation
http://www.3foreverfinancialfreedom.com/2021/06/huya-inc-post-merger-entity.html
ServiceTitan seeks up to $5.95 billion valuation in its US IPO
https://www.channelnewsasia.com/business/servicetitan-seeks-up-595-billion-valuation-its-us-ipo-4798216
Nippon Life in talks to buy Resolution Life in deal worth US$8.2 billion
https://www.businesstimes.com.sg/companies-markets/banking-finance/nippon-life-talks-buy-resolution-life-deal-worth-us8-2-billion
ServiceTitan seeks $5.95 billion valuation in its US IPO
https://www.channelnewsasia.com/business/servicetitan-seeks-595-billion-valuation-its-us-ipo-4798216