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A place for the Singapore investment community to share information, research and updates.
Offshore drilling, not production output is where Trump's oil policy could make a difference: Analyst
https://www.cnbc.com/video/2024/12/23/offshore-drilling-is-where-trumps-oil-policy-could-make-a-difference.html
How slower US rate cuts could impact your savings and investments
https://growbeansprout.com/fed-cuts-interest-rates-dec-2024
CNBC Television (Youtube)
TÖST CEO on the rise of non-alcoholic drinks: Expect growth to continue in the coming years
Brooks Addington, TÖST CEO, joins 'Squawk Box' to discuss the origin of the company, the rise of non-alcoholic beverages, growth outlook, who the biggest competitors are, and more.
CNBC Television (Youtube)
Ives: The AI revolution on the consumer side comes to Cupertino.
Daniel Ives, Global Head of Technology Research at Wedbush Securities, discusses Apple's strong stock performance and bullish outlook. He highlights Apple's potential to sell 240 million iPhones in fiscal 2025, driven by consumer AI and supply chain strength. Ives believes Apple's innovations, including AI integration, will continue to push the stock higher and benefit other tech players like Google and Meta
CNBC Television (Youtube)
Higgins: Can Elon inspire Republicans to vote for what he wants to do?
Tim Higgins, a Wall Street Journal columnist, discusses Elon Musk's influence in Washington, highlighting his disruptive approach and its potential impact on government regulation and relationships with lawmakers. Higgins notes that Musk's actions could benefit his companies like Tesla and SpaceX, especially under the new administration.
The Business Times (Youtube)
Market Focus Daily: Monday, December 23, 2024
SingPost fires CEO Vincent Phang, CFO Vincent Yik (https://www.businesstimes.com.sg/companies-markets/singpost-fires-ceo-vincent-phang-cfo-vincent-yik-over-handling-whistleblowers-report?_gl=1*1jsu9ul*_gcl_au*NzU4NTY0NjA1LjE3MjgyNjk3ODg.) over handling of whistleblower’s report; Two new ride-hailing operators (https://www.businesstimes.com.sg/singapore/two-new-ride-hailing-operators-awarded-provisional-licences-singapore) awarded provisional licences in Singapore.
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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CNBC Television (Youtube)
Boneparth: I'm not worried about a downgrade, but D.C.'s volatility concerns me.
Douglas Boneparth, Financial Advisor at Bone Fide Wealth, discusses the market rally driven by dovish comments from Austan Goolsbee and John Williams. He emphasizes momentum and investor sentiment, with no major changes expected.
The Edge Singapore
Geo Energy signs agreement for equity investment by ResInvest ahead of schedule https://t.co/ipm4kFn8cn
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Geo Energy signs agreement for equity investment by ResInvest ahead of schedule
Read: https://link.theedgesingapore.com/xN4gBrGHTwinUYqK9
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Budget 2025: AI, healthcare, climate and talent development are focus of AmChamSG’s wish list
https://www.straitstimes.com/business/budget-2025-ai-healthcare-climate-and-talent-development-are-focus-of-amchamsgs-wish-list
CNBC Television (Youtube)
Americans are enjoying some of the lowest holiday gas prices since Covid: GasBuddy's Patrick De Haan
Patrick De Haan, GasBuddy head of petroleum analysis, joins 'Squawk Box' to discuss the recent relief at gas pumps, gasoline price outlook, impact of geopolitical tensions, and more.
CNBC Television (Youtube)
Wieting: Holiday periods can move markets with a little momentum and inertia.
Steven Wieting, Chief Investment Strategist at Citi Wealth, discusses the recent market rally, attributing it to holiday momentum rather than meaningful economic indicators. He emphasizes the importance of momentum in market trends and suggests that while positive returns are expected, the fundamentals are changing.
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)
'Mufasa: The Lion King' stumbles with $35 million box office debut
CNBC's Joe Kernen reports on the latest news.
T-bill yield rebounds slightly to 3.02%. Here’s why.
https://growbeansprout.com/t-bill-allotment-19-dec-2024
CNBC Television (Youtube)
Elon Musk wouldn't have credibility with GOP base if it wasn't for Trump: Former Rep. Hensarling
Former U.S. Senator Heidi Heitkamp (D-N.D.) and former U.S. Congressman Jeb Hensarling (R-Texas) join 'Squawk Box' to discuss the passage of the bipartisan government funding bill, Elon Musk's influence over Congress, Musk's relationship with Donald Trump, cutting government spending, and more.
CNBC Television (Youtube)
Market is 'absolutely' primed for a 10% correction, says DCLA's Sarat Sethi
Sarat Sethi, DCLA managing partner and portfolio manager, joins 'Squawk Box' to discuss the latest market trends, what to make of the recent market volatility, state of the economy, the Fed's inflation fight, and more.
Xerox to buy printer maker Lexmark from Chinese owners in US$1.5 billion deal
https://www.businesstimes.com.sg/companies-markets/xerox-buy-printer-maker-lexmark-chinese-owners-us1-5-billion-deal
Honda, Nissan aim to merge by 2026 in historic pivot
https://www.straitstimes.com/business/honda-nissan-aim-to-merge-by-2026-in-historic-pivot
Fintech firm Fiserv to buy Canada's Payfare
https://www.channelnewsasia.com/
CNBC Television (Youtube)
Tarlowe: Walmart is using AI to improve consumer experience and workforce efficiency
Corey Tarlowe, VP of Equity Research at Jefferies, discusses Walmart's stock potential, driven by consumer health and strategic transformations. He highlights Walmart's use of AI to enhance consumer experience and supply chain efficiency, predicting margin expansion despite lower profitability investments.
Elon Musk's X lifts price for premium-plus tier to pay creators
https://www.channelnewsasia.com/business/elon-musks-x-lifts-price-premium-plus-tier-pay-creators-4823096
Investment opportunities I’m looking at in 2025
https://growbeansprout.com/investment-opportunities-in-2025
CNBC Television (Youtube)
Zepbound and Mounjaro are the two best-in-class products right now, says Dr. Scot Gottlieb
Former FDA Commissioner Dr. Scot Gottlieb joins 'Squawk Box' to discuss the future of pharmaceutical advertising, health care priorities in the second Trump administration, whether the U.S. will withdraw from the W.H.O., latest news from weight-loss drugs, and more.
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)
The 'crack cocaine' of the markets: WSJ's Gunjan Banerji on the rise of risky stock market trading
Gunjan Banerji, Wall Street Journal live markets coverage lead writer, joins 'Squawk Box' to discuss the rise of risky stock market trades, the appeal of zero-day options and crypto trading, negative health consequences on investors, and more.
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
S Korean SK Inc to sell majority stake in gas unit for $1.86 billion to private equity firm
https://www.channelnewsasia.com/business/s-korean-sk-inc-sell-majority-stake-gas-unit-186-billion-private-equity-firm-4822986
CNBC Television (Youtube)
Hightower's Stephanie Link on her top stock picks for 2025
Stephanie Link, Hightower chief investment strategist and portfolio manager, joins 'Squawk Box' to discuss the latest market trends, the Fed's inflation fight, state of the economy, 2025 outlook, and more.