Lanceljx
2025-12-11
If forced to choose only one market for the next decade, I still lean toward the U.S. The innovation engine remains unmatched, supported by dominant tech moats, strong profitability and deep capital markets. Even if returns cool, structural compounding in AI, cloud, biotech and semiconductors keeps the long-term uptrend intact.

Asia is attractive, especially Singapore, with cheaper valuations, stable dividends and healthier policy visibility. It offers steadier income and selective growth, but lacks the global profit engines that drive consistent decade-long outperformance.

So my choice is the U.S., with Asia as a complementary allocation rather than the core.

DBS & OCBC New Highs! How’s Your SG Bank Holding Experience?
DBS and OCBC Bank both pushed to new intraday highs of $56 and $19.47, supported by strong wealth-management fees, solid capital-return plans, and attractive dividend yields. Even as interest rates are expected to fall, analysts see Singapore banks as resilient, backed by: Wealth-management fees offsetting NIM pressure 5%–6% implied yields into 2026 Buybacks and dividends supporting share prices. For example, Stable? Defensive? Boring but reliable? Quiet compounder? Or if you don’t hold them yet — what’s stopping you?
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