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A place for the Singapore investment community to share information, research and updates.
CNBC Television (Youtube)
McKinsey to pay $650 million to settle federal opioid claims
CNBC's Eamon Javers reports on news from McKinsey and Co.
CNBC Television (Youtube)
Broadcom's visibility through 2027 is the most important news from call, says Piper Sandler's Kumar
Harsh Kumar, Piper Sandler, joins 'Squawk on the Street' to discuss Broadcom's quarterly earnings results, the eventual return on investment for tech companies, and Broadcom's top competitors.
Trump policies create a tailwind for small-caps: Art Hogan
https://www.cnbc.com/video/2024/12/13/wealth-manager-trumpas-policies-create-tailwinds-for-small-cap-sector-making-it-a-compelling-investment-opportunity.html
CNBC Television (Youtube)
Cramer’s Stop Trading: PayPal
CNBC’s Jim Cramer explains why he is keeping an eye on shares of PayPal Holdings.
CNBC Television (Youtube)
Kunst: AI stocks are cyclical. NVIDIA is the leader, but they will eventually trade down.
Sarah Kunst, Managing Director at Cleo Capital, discusses the strong demand for AI chips and highlights companies like Taiwan Semiconductor and NVIDIA. She believes Broadcom will remain significant in the AI chip market despite high valuations. Kunst notes that AI stocks are cyclical and mentions various catalysts for chip companies, including self-driving cars, crypto, and gaming.
CNBC Television (Youtube)
Opening Bell: December 13, 2024
Watch the opening bell for the New York Stock Exchange and the Nasdaq from December 13, 2024
Scaling up healthcare in the face of a labor & resource crunch
https://www.cnbc.com/video/2024/12/13/scaling-up-healthcare-in-the-face-of-a-labor-resource-crunch.html
Industrial REITs Comparison - Part 1 @ 3 December 2024
https://www.reit-tirement.com/2024/12/industrial-reits-comparison-part-1-3.html
CNBC Television (Youtube)
There's a high probability of seeing a reflationary cycle next year, says BofA's Savita Subramanian
Savita Subramanian, BofA Securities head of U.S. equity and quantitative strategy, joins 'Squawk Box' to discuss the state of the economy, why we may see a reflationary cycle next year, the Fed's inflation fight, latest market trends, and more.
CNBC Television (Youtube)
Buy now, pay later company Affirm strikes $4 billion loan deal with private credit firm Sixth Street
CNBC's Leslie Picker joins 'Squawk Box' to report on the latest news from Affirm.
Local stocks to remain resilient despite the absence of a large stimulus in China
Read: https://link.theedgesingapore.com/C1PzrCpcnBn4aQnR6
Follow us on: @theedgesg
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)
Former Dallas Fed Pres. Rob Kaplan: I'd go into next week's Fed meeting with an open mind
Former Dallas Fed President Rob Kaplan joins 'Squawk Box' to discuss the Fed's inflation fight, what to expect from the central bank's policy meeting next week, state of the economy, rate path outlook, and more.
Costco has dealt with tariffs before and upcoming ones will not be an issue: Analyst
https://www.cnbc.com/video/2024/12/13/costco-can-cope-with-higher-tariffs.html
MobiKwik IPO gets bids worth $4.7 billion as investors bet on fintech growth, listing gains
https://www.channelnewsasia.com/business/mobikwik-ipo-gets-bids-worth-47-billion-investors-bet-fintech-growth-listing-gains-4805726
CNBC Television (Youtube)
Bank sector could see regulatory reform ahead
CNBC's Leslie Picker reports on news regarding the incoming administration.
US SEC has extended timeline for Musk to respond to settlement offer in Twitter probe, source says
https://www.channelnewsasia.com/business/us-sec-has-extended-timeline-musk-respond-settlement-offer-twitter-probe-source-says-4805971
Trump government may fall short in its delivery of economic policies, says economist
https://www.cnbc.com/video/2024/12/13/trump-government-may-fall-short-in-economic-policy-delivery-economist.html
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
CNBC Television (Youtube)
Cramer’s Mad Dash: RH
CNBC’s Jim Cramer delivers his daily Mad Dash.
Broadcom rallies on forecast for booming AI chip demand
https://www.channelnewsasia.com/business/broadcom-hits-trillion-dollar-valuation-lofty-forecasts-ai-demand-4805486
US: Wall St opens higher after Broadcom’s upbeat forecast
https://www.businesstimes.com.sg/companies-markets/capital-markets-currencies/us-wall-st-opens-higher-after-broadcoms-upbeat-forecast
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)
Consumer Bankers Association CEO Lindsey Johnson on CFPB lawsuit, bank overdraft fees
Lindsey Johnson, Consumer Bankers Association president and CEO, joins 'Squawk Box' to discuss the organization's lawsuit against the Consumer Financial Protection Bureau following a ruling on limiting bank overdraft fees, whether there needs to be rules around bank overdraft fees, and more.
Currencies drop as China disappointment rattles emerging markets
https://www.businesstimes.com.sg/companies-markets/capital-markets-currencies/currencies-drop-china-disappointment-rattles-emerging-markets
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
Germany’s unwanted auto workers find home in defense ramp-up
https://www.straitstimes.com/business/germanys-unwanted-auto-workers-find-home-in-defense-ramp-up
Too soon to say inflation will accelerate during Trump's second term: Strategist
https://www.cnbc.com/video/2024/12/13/too-soon-to-say-inflation-will-accelerate-during-trumps-second-term.html
Singapore REITs Monthly Update (October 12th, 2024)
https://mystocksinvesting.com/singapore-reits/singapore-reits-monthly-update-october-12th-2024/