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A place for the Singapore investment community to share information, research and updates.
Google invests in Intersect Power in over $800 million funding round amid AI race
https://www.channelnewsasia.com/business/google-invests-intersect-power-over-800-million-funding-round-amid-ai-race-4798441
CNBC Television (Youtube)
Fast Forward: The Taylor Swift effect
CNBC’s Julia Boorstin joins 'Squawk Box' to break down the impact of Taylor Swift's record-breaking Eras tour on the concert and entertainment industry in the first installment of 'Fast Forward'.
Industrial REITs Comparison - Part 1 @ 3 December 2024
https://www.reit-tirement.com/2024/12/industrial-reits-comparison-part-1-3.html
Asian economies resilient enough to endure turbulence, IMF says
https://www.straitstimes.com/business/economy/asian-economies-resilient-enough-to-endure-turbulence-imf-says
CNBC Television (Youtube)
Consumer spending healthy in November despite shorter holiday shopping season
CNBC's Steve Liesman joins 'Squawk Box' with the latest results of the CNBC NRF Retail Monitor.
Mergers and acquisitions in South Korea will be on hold as long as political uncertainty remains: Pictet Asset Management
https://www.cnbc.com/video/2024/12/10/pictet-asset-management-discusses-ma-prospects-in-south-korea.html
2024 was a 'tale of two halves' for Chinese travel, says Hilton APAC President
https://www.cnbc.com/video/2024/12/10/2024-was-a-tale-of-two-halves-for-chinese-travel-hilton-apac-president.html
AI will be the driver of equity returns 'across the board', says strategist
https://www.cnbc.com/video/2024/12/10/ai-will-be-the-driver-of-equity-returns-across-the-board-strategist.html
Unlock Tax Savings with the Supplementary Retirement Scheme (SRS) in Singapore
https://growbeansprout.com/srs-supplementary-retirement-scheme-tax-savings
The Business Times (Youtube)
🎧 BT Money Hacks: The ultimate guide to personal finance
PODCAST: Taking the first step in personal finance management always seems daunting but there are just 3 simple steps to financial success! Howie Lim speaks to professor Steve Foerster to find out. #btpodcasts #moneyhacks
Listen on all your favourite podcast channels and find out more here: https://bt.sg/podcasts
Singapore REITs Monthly Update (October 12th, 2024)
https://mystocksinvesting.com/singapore-reits/singapore-reits-monthly-update-october-12th-2024/
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)
The next step in Apple's evolution is bringing AI to the masses, says Bernstein's Toni Sacconaghi
Toni Sacconaghi, Bernstein senior research analyst, joins 'Squawk Box' to discuss the success of Apple, the evolution from a hardware company, the company's AI strategy, and more.
China’s export growth slows sharply, imports shrink ahead of Trump tariffs
https://www.straitstimes.com/business/economy/chinas-export-growth-slows-sharply-imports-shrink-ahead-of-trump-tariffs
Industrial REITs Comparison - Part 2 @ 5 December 2024
https://www.reit-tirement.com/2024/12/industrial-reits-comparison-part-2-5.html
CNBC Television (Youtube)
The best case outcome in Syria could be something along the lines of Turkey, says Karim Sadjadpour
Karim Sadjadpour, Carnegie Endowment Middle East program senior fellow, joins 'Squawk Box' to discuss the fallout following the collapse of the Assad regime in Syria, what's next for the power balance in the Middle East, the role of the United States going forward, and more.
Meta warns against holiday shopping scams
https://www.channelnewsasia.com/business/meta-warns-against-holiday-shopping-scams-facebook-whatsapp-instagram-4798376
CNBC Television (Youtube)
Dune Real Estate CEO on office-to-home conversions: We see 'a fire hose of opportunities'
Dan Neidich, Dune Real Estate Partners CEO, joins 'Squawk Box' to discuss the company's efforts to convert offices into residential properties across the country, increasing housing supply through office conversions, the economics behind the conversions, and more.
LSEG flags ‘significant gaps’ among APAC firms’ climate transition plans
Read: https://link.theedgesingapore.com/4SSeVHZkRdW3z2wr5
Follow us on: @theedgesg
CNBC Television (Youtube)
Ahern: First time a U.S. stock reacted to U.S.-China political tensions.
Brendan Ahern, CIO at KraneShares, discusses the Chinese tech market, noting a recent pullback and the anticipation of new policies from the China Economic Work Conference. He highlights strong buybacks from Chinese companies and the skepticism surrounding the Chinese government's commitment to domestic consumption.
The Business Times (Youtube)
Can ‘gastrogaming’ help F&B businesses stay open for longer?
Will diversifying revenue streams and new concepts such as gastrogaming be enough to protect businesses from closing their shutters early? BT speaks to Assistant Professor and Former Executive Chef Dr Guy Llewellyn on the simmering crisis beneath the surface of the nation’s vibrant food scene.
Watch the full video here: https://youtu.be/IfHsKboY3x0?si=2lDRcdkfp-RbalXn
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The Business Times (Youtube)
Market Focus Daily: Tuesday, December 10, 2024
India rupee hits record low (https://www.businesstimes.com.sg/companies-markets/banking-finance/india-rupee-hits-record-low-bond-yields-dip-change-guard-rbi-spurs-rate-cut-bets) , bond yields dip as change of guard at RBI spurs rate cut bets; Singapore Institute of Advanced Medicine flagged (https://www.businesstimes.com.sg/companies-markets/singapore-institute-advanced-medicine-flagged-over-uncertainties-about-staying-afloat) over uncertainties about staying afloat; China makeup mogul Mao Geping (https://www.businesstimes.com.sg/companies-markets/consumer-healthcare/china-makeup-mogul-nears-billionaire-status-hong-kong-ipo) nears billionaire status with Hong Kong IPO.
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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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