Profit from the Future. Now.
Profit from the Future. Now.
The US-China trade war will bring about greater uncertainty and volatility. While moving into safe haven assets can be a prudent strategy, I believe there will be select opportunities to invest in cyclical sector stocks. Despite an escalation of the trade war, business must still continue to function and take orders. When I was asked … Read more
DBS Group research recently downgraded HRnet group to “hold”, after cutting its FY2019 and FY2020 earning forecast. My long-term view for the company is that its valuation continues to be attractive. HRnet’s strong cash position also allows ample buffer to be a choice paymaster, enabling it to pay the temp/flexible staff, which it hires on … Read more
I was asked about the impact of a weakening Chinese Yuan (CNY). In my opinion, when we take this on its own, it may be positive for manufacturers BUT this is a trade war we are talking about. Manufacturers in China will be hit as orders shrink, especially if Trump has his way. Investors should … Read more
Read Article Here From Equity Research To Fund Management. Terence Wong Of Azure Capital Shares The Difference Between Doing Research To Investing Millions In The Capital Market #myfirsttrade Terence Wong, who manages his own fund Azure Capital, shares with us his experience investing a portfolio worth millions of dollars – and what retail investors can … Read more
Thai Bev was featured as our favourite pick for 2019 and that has done very well, surging 25% year-to-date (STI rose 6%). It is the best performer among the STI component stocks. Here’s to more good picks in the Year of the Pig!
The Fed decided to hike its benchmark overnight lending rate by one quarter point on Wednesday to a target range between 2.25 to 2.5 percent. The Fed did however trim its 2019 outlook for rate hikes to just two increases from three previously. The US market reacted negatively to the move, as it was not … Read more
Our view is that while the valuation of the S’pore market is not excessive at this moment, it still takes very little negativity to move the market lower. As such, investors should brace for more market volatility ahead. While it is difficult to identify when the market could bottom, investors could keep an eye on … Read more
