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A place for the Singapore investment community to share information, research and updates.
Apple is working on AI chip with Broadcom, the Information reports
https://www.channelnewsasia.com/business/apple-working-ai-chip-broadcom-information-reports-4800931
CNBC Television (Youtube)
There will likely be more volatility in the markets next year, says Sand Hill's Brenda Vingiello
Brenda Vingiello, Sand Hill Global Advisors CIO, joins 'Squawk Box' to discuss the latest market trends, state of the economy, market outlook for 2025, and more.
CNBC Television (Youtube)
Sen. Rick Scott: The American public knows that inflation is tied to wasteful government spending
Sen. Rick Scott (R-Fla.) joins 'Squawk Box' to discuss the Department of Government Efficiency's push to target spending, where he sees room for cuts, President-elect Trump's agenda, Trump's cabinet picks, and more.
Axiata, Sinar Mas to merge Indonesian units in $8.7 billion deal
https://www.straitstimes.com/business/companies-markets/axiata-sinar-mas-to-merge-indonesian-units-in-8-7-billion-deal
CNBC Television (Youtube)
Expect a 'stabilization of regulation' in financials under Trump: Morgan Stanley's Betsy Graseck
Betsy Graseck, Morgan Stanley global head of banks and diversified finance research, joins 'Squawk Box' to discuss the company's latest large cap banks upgrades and downgrades in 2025, impact of President-elect Trump's election victory on financials, and more.
CNBC Television (Youtube)
Many tech companies have effectively completed IPOs as private businesses, says Mitchell Green
Mitchell Green, Lead Edge Capital founding partner, joins 'Squawk Box' to discuss the state of tech IPO in 2024, investor appetite for tech and SaaS companies, and more.
Singapore Office Focused REITs Comparison @ 10 December 2024
https://www.reit-tirement.com/2024/12/singapore-office-focused-reits.html
UK PM Starmer to meet Apple CEO to discuss investment
https://www.channelnewsasia.com/business/uk-pm-starmer-meet-apple-ceo-discuss-investment-4800836
CNBC Television (Youtube)
The surge in uranium mining: Here's what to know
CNBC's Pippa Stevens joins 'Squawk Box' live from Northern Saskatchewan with a look at the West's largest uranium miner.
CNBC Television (Youtube)
Mortgage refinance demand surges 27%, as interest rates drop for the third straight week
CNBC's Diana Olick joins 'Squawk Box' to break down the latest weekly mortgage data.
Economists see Singapore economy slowing to 2.6% in 2025 from 3.6% in 2024: MAS survey
https://www.straitstimes.com/business/economists-raise-singapores-2025-growth-forecast-to-2-6-mas-survey
The Business Times (Youtube)
The Golden Mile to offer strata-titled offices and medical suites in Far East-Perennial JV Launch
The consortium behind The Golden Mile is launching 156 strata-titled office units and 19 medical suites in the conserved former Golden Mile Complex along Beach Road for sale this month.
Read more: https://bt.sg/otGk2
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Singapore REITs Monthly Update (November 10th, 2024)
https://mystocksinvesting.com/singapore-reits/singapore-reits-monthly-update-november-10th-2024/
Apple adds ChatGPT to iPhone in latest iOS update
https://www.channelnewsasia.com/business/apple-adds-chatgpt-iphone-latest-ios-update-4800731
CNBC Television (Youtube)
The new Trump administration won't have the same anti-merger mindset: TD Securities' Aaron Glick
Aaron Glick, TD Securities merger specialist, joins 'Squawk Box' to discuss the state of the Kroger-Albertsons merger, the sale of U.S. Steel to Nippon Steel, impact of the incoming Trump administration on M&A and antitrust, and more.
Best Fixed Deposit Rates in Singapore [Dec 2024]
https://growbeansprout.com/singapore-best-fixed-deposit-rate
CNBC Television (Youtube)
Annual inflation rate accelerates to 2.7% in November, as expected
CNBC's Rick Santelli joins 'Squawk Box' to break down November's CPI data.
CNBC Television (Youtube)
Peterson: The greatest cost for businesses is labor due to shortages and rising wages
Dana Peterson, Chief Economist at The Conference Board, discusses the uncertainty surrounding the Federal Reserve's potential quarter-point rate cut, noting that inflation remains higher than expected due to persistent costs in insurance, wages, and shelter. She emphasizes that while the labor market is steady and consumer spending is stable, businesses are struggling with labor shortages and rising costs.
Adani ends US tie-up on Colombo port meant to counter China
https://www.straitstimes.com/business/companies-markets/adani-ends-us-tie-up-on-colombo-port-meant-to-counter-china
CNBC Television (Youtube)
Armstrong: Tariffs, trade wars are the negatives that may come with this new administration.
Patrick Armstrong, CIO at Plurimi Wealth LLP, discusses the trading day ahead, highlighting the impact of trade wars and recent probes into companies like NVIDIA. He notes that while recent market weakness is due to concerns over tariffs and trade policies, he expects the market to trend higher in the coming months.
Del Monte Q2 net loss widens to US$22.2 million on subsidiary’s lower profit, higher interest expense
https://www.businesstimes.com.sg/companies-markets/del-monte-q2-net-loss-widens-us22-2-million-subsidiarys-lower-profit-higher-interest-expense
CNA Explains: Google has a new quantum computing chip – what's special about it?
https://www.channelnewsasia.com/world/google-willow-quantum-computing-chip-cna-explains-4800366
Trek 2000 shareholder Ron Sim sends former chairman Henn Tan letter of demand
Read: https://link.theedgesingapore.com/dPwCzqRhPqroHUqWA
Follow us on: @theedgesg
CNBC Television (Youtube)
Balto: Antitrust is going to be a key tool in making the economy work
David Balto, former FTC Assistant Director for Policy and DOJ Antitrust Division Trial Attorney, discusses the future of the FTC under Andrew Ferguson with the new Trump administration. He predicts an aggressive antitrust regime focusing on high prices and wage issues.
Suntec REIT cash offer of S$1.16. What should unitholders do?
https://growbeansprout.com/suntec-reit-cash-offer-2024
GM's Cruise exit turns focus on challenges of scaling robotaxis
https://www.channelnewsasia.com/business/gms-cruise-exit-turns-focus-challenges-scaling-robotaxis-4800791
The Business Times (Youtube)
Market Focus Daily: Wednesday, December 11, 2024
Bank of England set to keep rates on hold (https://www.businesstimes.com.sg/companies-markets/banking-finance/bank-england-set-stay-central-bank-slow-lane-and-keep-rates-hold) ; Axiata and Sinar Mas to forge US$6.5b telco giant (https://www.businesstimes.com.sg/international/asean/axiata-and-sinar-mas-forge-us6-5b-telco-giant-indonesia-drive-5g-expansion) in Indonesia to drive 5G expansion; Rupee slips to record low; Dasin Retail Trust to terminate (https://www.businesstimes.com.sg/companies-markets/dasin-retail-trust-terminate-remaining-mall-management-agreements) remaining mall management agreements.
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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REIT Posts of the Week @ 7 December 2024
https://www.reit-tirement.com/2024/12/reit-posts-of-week-7-december-2024.html
FUNDSTRAT'S TOM LEE PREDICTS S&P 500 TO HIT 7,000 MID-2025 BUT CLOSE LOWER AT 6,600
Lee sees tailwinds like a Fed put and Trump policies boosting markets early in 2025, alongside $SPY EPS growth estimates of $275-$300.
However, he warns of a weaker second half due to history showing back-to-back 20% gains often fade, potential federal spending cuts, and Trump’s tariff risks.
Lee’s picks: Small-caps $WM, financials $XLF, and bitcoin with a bold $250K target for BTC.
S&P path for 2025: Better first half, tougher second half.
CNBC Television (Youtube)
Retailers are front-loading inventory in the event of widespread tariffs: Port of LA's Gene Seroka
Gene Seroka, Port of Los Angeles executive director, joins 'Squawk Box' to discuss the impact of President-elect Trump's proposed tariffs on America's ports, state of freight, how retailers are preparing for potential tariffs, and more.