To The Moon

$STANCHART(02888)$   I DCA some into this small holding I am currently holding. Standard Chartered is only at 8+ PE and going strong as they doing well with a well diverse portfolio and business engagements.  With Trust bank, the JV w NTUC they are also the fourth biggest bank in Singapore. And it's only a digital bank with no retail space and cost. So I personally support this. Note: Not financial advice and DYOR  🙏🍀😎

$PropNex(OYY.SI)$ Propnex go go go!!!

China’s selling of U.S. Treasury securities has been a gradual process, driven by a mix of economic strategy and geopolitical considerations. The implications ripple across markets and global finance, but the situation is nuanced—China isn’t “dumping” bonds in a panic, nor is it likely to trigger a crisis single-handedly. Here’s the breakdown: Implications of China Selling U.S. Treasuries Higher U.S. Interest Rates: When China sells Treasuries, it increases the supply of bonds in the market. Basic supply-demand dynamics suggest this could push bond prices down, which means yields (interest rates) go up. Higher yields raise borrowing costs for the U.S. government, businesses, and consumers. For example, mortgage rates, tied loosely to 10-year Treasury yields, could climb, cooling the housin

Deciding the "best" asset for China after selling U.S. Treasuries depends on its economic goals, risk tolerance, and geopolitical strategy. China’s central bank, the People’s Bank of China (PBOC), prioritizes stability, liquidity, and diversification while managing its massive foreign exchange reserves (around $3.3 trillion in early 2025). Here’s a breakdown of potential assets China might consider, along with their pros, cons, and why they align (or don’t) with China’s needs: 1. Gold Why China Might Choose It: Hedge Against Dollar Decline: Gold is a non-dollar asset that holds value during currency volatility or inflation, aligning with China’s de-dollarization push. Geopolitical Safety: Unlike bonds or stocks, gold isn’t tied to any nation’s debt or policies, reducing exposure to sanctio

The financial and military power of the United States and China in 2025 reflects their status as the world’s top two powers, but their strengths differ in scope, focus, and application. Below is a detailed comparison based on the latest available data and trends, presented without speculative forecasts or assumptions beyond what’s grounded in evidence. Financial Power United States GDP (Nominal): ~$28 trillion (largest globally). In purchasing power parity (PPP), ~$24.7 trillion, second to China. Key Strengths: Global Reserve Currency: The U.S. dollar dominates international trade, finance, and reserves (~60% of global foreign exchange reserves), giving the U.S. unmatched financial influence and the ability to borrow at low rates. Capital Markets: The U.S. hosts the world’s largest stock m

Big US banks’ earnings can provide some insight into the likelihood of a recession, as they reflect broader economic trends. Banks are sensitive to changes in consumer spending, loan demand, and credit quality, which often signal economic health. For instance, increases in loan loss provisions, declining loan growth, or weaker consumer confidence reflected in earnings reports could suggest banks are bracing for tougher times. Commentary from bank executives during earnings calls might also highlight concerns about tariffs, inflation, or slowing growth, offering a window into their expectations for the economy. That said, bank earnings aren’t a crystal ball. They’re a lagging indicator, meaning they reflect what’s already happened rather than predict the future with certainty. Economic unce

The medium and long-term prospects are fantastic, because of de-dollsrisation, which has accelerated as a result of last week’s turmoil. Make no mistake. The world is not going back to what we are used to. You will see sovereign nations start and continue purchasing large quantities of gold and increasingly silver in their treasuries.

$Taiwan Semiconductor Manufacturing(TSM)$  other than google, i have been bullish about tsmc. The simple fact that they are the largest chip makers in the world is enough to bet on their growth. If the other big players are able to compete with them and take away their mkt share, they would have already done so. Hence, it is no brainer that they will continue to build on their competitive advantage to become sustainable. Yes, the tariffs may hurt their bottomline since their closest and biggest customers will be hit hard but the tariffs will not likely stay forever. Short term turmoil is expected with Trump. Set your horizon further. You will do fine. I am invested. 

Introduction to stock indices (e.g., S&P 500, Dow Jones)  A stock index is like a thermometer for the market—it measures the performance of a group of stocks to give you a snapshot of how a specific segment of the economy is doing. Think of it as a scorecard tracking a team of companies, not just one. Indices like the S&P 500 and Dow Jones Industrial Average are the heavy hitters, guiding investors, traders, and even policymakers. Here’s what they’re about, why they matter, and how they work. What Is a Stock Index? A stock index is a collection of stocks bundled together to represent a market, sector, or economy. It’s not a stock you buy directly—it’s a calculated number reflecting the group’s average performance. Indices rise when their stocks’ prices go up (weighted by certa

Trump Exempts Phones, Computers, Chips From New Tariffs $Apple(AAPL)$  $Intel(INTC)$  $Advanced Micro Devices(AMD)$  $Motorola Solutions(MSI)$  $SPDR S&P 500 ETF Trust(SPY)$  $Nasdaq 100 Trust(QQQ)$   Tiger Newspress 46 minutes ago Smartphones and computers will be exempted from President Donald Trump’s reciprocal tariffs, according to new guidance from U

Apple of the Eye... Back in Focus? 🍎👁️ Remember that market earthquake? Apple's stock, usually the apple of every investor's eye, took a sharp dive after the tariff announcements. We saw a shocking 19% plunge in three days, a freefall not seen since 2001. Shares tumbled from $223 to $175, erasing $700 billion in market cap. Even with some recovery, things looked shaky. But here's the game-changer: Trump's decision to exempt electronics, including smartphones, from the tariffs. This significantly alters the landscape for Apple. Why is this crucial? Because the primary fear driving the stock's decline was the potential for tariffs to drastically increase production costs, impacting iPhone prices and demand. With this exemption, that immediate threat is largely mitigated. Now, let's revisit t

The Importance of Diversification in a Stock Portfolio Diversification is like not putting all your eggs in one basket—it’s a strategy to spread your investments across different stocks, sectors, or asset types to reduce risk and smooth out returns. In a stock portfolio, it’s a cornerstone for balancing potential gains with protection against losses. Whether you’re holding PLTR at $74.01 or eyeing broader markets, diversification keeps you from getting burned when one bet goes south. Here’s why it matters and how it works. What Is Diversification? Diversification means owning a mix of investments that don’t move in lockstep. If one stock (say, Tesla) tanks, others (like Coca-Cola or a utility) might hold steady or rise, cushioning the blow. It’s about variety—across companies, industries,

The tariff exemptions for smartphones, computers, and chips, announced on April 12, 2025, are a significant relief for Apple and Nvidia, as they avoid the 125% China tariff and 10% global baseline tariff on key products. This covers roughly $390 billion in U.S. imports, including $101 billion from China, based on 2024 trade data. For Apple, which relies heavily on Chinese manufacturing, the exemption prevents potential price hikes (e.g., iPhones projected at $2,300) that could have hurt sales and margins. Nvidia benefits as its AI chips and related components, mostly made in Taiwan , dodge costly levies, supporting its data center and AI infrastructure growth. 2030 with stable tariffs and diversification, implying 10% annualized returns. Nvidia’s growth, tied to AI dominance, could push sh

$Alibaba(BABA)$  Please crash again so I can buy more. Is a good thing that Alibaba corrected down from the high of $147, provided me an opportunity to accumulated more BABA. Traders/speculators have already took profit and left, only real investor now holding on. This is a great company with low PE, high intrinsic value, high free cash flow and fore runner in AI, E-commerce and Cloud services in China, at current price is too tempting not to buy more. Don't miss this opportunity :)

$CapLand China T(AU8U.SI)$   WHY BUYING THIS STOCK IS A NO BRAINER NOW. In this post, I will be breaking down two logistic park owned by this company. Shanghai Fengxian and Chengdu Shuangliu. In the breakdown below, we can see that in December 2023 the occuapancy rate was 60.3% and 67.8% respectively for Shanghai Fengxian and Chengdu Shuangliu. This occupancy has increased subsequently to 100% and 90.7% in December 2024. The net impact of the decrease in occupany in Shanghai Fengxian and increase in occupany in Chengdu Shuangliu is 33.7mil RMB in net property income (refer to last image 2023 vs 2024 logistoc park revenue). This would mean that we would expect an increase of at least 33.7mil if

All in or Fear? Opportunity Is Real, React is must, Strategy Is Key The latest tariff hike signals a shift in global market dynamics. It’s not just noise — markets will move, and reacting is necessary. But how we react matters. Strategy is what separates clarity from chaos. Here’s what to focus on: 1. Be measured in capital deployment Chasing headlines can backfire. Partial entries, wider stops, and flexibility help you stay in control. 2. Understand sector sensitivity Export-driven industries may face headwinds. Domestic demand or policy-driven sectors might hold better in the short term. 3. Watch macro movements USD strength, rate expectations, and commodity volatility will shape global sentiment. Let these guide your view. 4. Let the market show its direction Volatility offers setups —