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A place for the Singapore investment community to share information, research and updates.
https://investmoolah.blogspot.com/2024/12/oue-sold-its-china-property-at-20-loss.html
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Nomura explains why it expects 2 Fed rate cuts in 2025
https://www.cnbc.com/video/2024/12/20/nomura-explains-why-it-expects-2-fed-rate-cuts-in-2025.html
U.S. Office REITs Comparison @ 18 December 2024
https://www.reit-tirement.com/2024/12/us-office-reits-comparison-18-december.html
SingPost sackings: IMDA issues advisory to company to uphold proper governance, processes
https://www.channelnewsasia.com/singapore/singpost-sackings-imda-issues-advisory-proper-governance-processes-whistleblowing-report-4823121
CNBC Television (Youtube)
DEI policies do nothing good for your company, says conservative activist Robby Starbuck
Robby Starbuck, filmmaker and conservative activist, joins 'Squawk Box' to discuss the rollback of DEI efforts in corporate America, the impact of DEI policies on companies, and more.
CNBC Television (Youtube)
WSJ's Joanna Stern on her top last minute tech gifts
Joanna Stern, The Wall Street Journal senior personal tech columnist, joins 'Squawk Box' to discuss her top last minute tech gifts, AI model competition, and more.
Modern advanced software technologies a boon to the defense space: Venture capitalist
https://www.cnbc.com/video/2024/12/23/advanced-software-technologies-a-boon-to-defense-venture-capitalist.html
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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https://dividendpassiveincome.blogspot.com/2024/12/selling-excess-rights-keppel-dc-reit.html
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Macao and China's Hengqin Island to become an 'Orlando and Las Vegas' in Asia: Ossolinski Holdings
https://www.cnbc.com/video/2024/12/20/matthew--ossolinski-ossolinski-holdings.html
Money and Me: Data Centered S-REITs; here is what you need to know
https://mystocksinvesting.com/singapore-reits/singapore-reits-market-outlook/money-and-me-data-centered-s-reits-here-is-what-you-need-to-know-2/
SingPost’s dismissal of three senior execs ‘unprecedented’, raises unresolved questions
https://www.straitstimes.com/business/companies-markets/singposts-dismissal-of-three-senior-execs-unprecedented-raises-unresolved-questions
Polish e-commerce Allegro's unit sues Alphabet for $568 million
https://www.channelnewsasia.com/business/polish-e-commerce-allegros-unit-sues-alphabet-568-million-4823216
Sembcorp makes debut on Dow Jones Sustainability Asia Pacific Index
https://www.businesstimes.com.sg/esg/sembcorp-makes-debut-dow-jones-sustainability-asia-pacific-index
There is no government in South Korea to keep pace with Trump administration till H2 2025: Victor Cha
https://www.cnbc.com/video/2024/12/23/there-is-no-counterpart-in-south-korea-for-the-incoming-u-s-administration-to-deal-with-right-now-victor-cha.html
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