BTS
12-13

The US market sustains its bull run, driven by dominance in AI and clean energy despite interest rate headwinds, while Asia delivers diverse opportunities with strong demographic growth and value potential, though its markets face structural challenges。。。

If could choose only one for the next 10 years, the US markets would likely be preferred, driven by long-term growth in AI, biotech, and clean energy, supported by tech giants with strong profitability and deep moats, ensuring US equities trend upward despite short-term cycles

Shifting to Asia offers diversification and stability, with more attractive valuations and high-dividend strategies that perform more steadily, offering a hedge against US downturns

In short, US markets remain strong in tech, but interest rate impacts and market corrections call for caution, while Asian markets offer high-reward opportunities driven by emerging markets and demographic advantages

Tag :@Huat99  @Snowwhite  

STI New Highs! US Bull Market Ending? Would You Shift to Asian Equities?

@Tiger_SG：
Over the past week, Singapore’s stock market quietly delivered another surprise: $Straits Times Index(STI.SI)$ total return for 2025 has reached 25% (including dividends) — one of the strongest performances in the past 15 years. Not only the large caps, but mid- and small-cap stocks are also up 16% this year, with trading activity clearly heating up. Interestingly, institutional investors were net sellers last week, especially in utilities and S-REITs. But despite the short-term dip, S-REITs still show a nearly 15% total return for 2025, on track for their best year since 2019. ✔ The Fed has already cut rates twice this year ✔ Markets expect another cut this week ✔ Lower rates → lower funding costs → more stable distributions & more acquisition activity Analysts generally believe: S-REITs still have upside in 2026 and may continue catching up to the broader market. Goldman Sachs Drops a Bomb: The U.S. Stock Market’s Supercycle May Be Over Goldman Sachs’ newest “Global Equity Outlook 2025–2035” sends a warning to global investors. Over the past decade, the S&P 500 delivered an astonishing 15% annualized return — an extremely rare “super-bull decade.” But mean reversion always arrives. Goldman now forecasts: U.S. equity annualized nominal returns will fall to 6.5% over the next decade This sits in the bottom one-third of historical ranges. Next Stop: Asia? Or Is the U.S. Bull Market Still Alive? On one side: U.S. stock returns are expected to cool significantly. On the other: Asian markets — especially Singapore — are showing stable, healthy momentum backed by clear fundamentals. So here comes the real question👇 If You Could Choose Only One, Where Would You Invest for the Next 10 Years? 🅰 Still Bullish on U.S. Markets Tech giants have strong profitability and deep moats Long-term U.S. equities trend upward despite short-term cycles 🅱 Shift to Asia (Singapore, Southeast Asia, HK etc.) More attractive valuations High-dividend strategies perform more steadily For SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here. Complete your first Cash Boost Account trade with a trade amount of ≥ SGD1000* to get SGD 688 stock vouchers*! The trade can be executed using any payment type available under the Cash Boost Account: Cash, CPF, SRS, or CDP. Click to access the activity Other helpful links: 💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉 How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website.
STI New Highs! US Bull Market Ending? Would You Shift to Asian Equities?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment（2）

  • Top
  • Latest
  • joozy
    ·12-15 17:03
    TOP
    Solid analysis! US tech's long-term moat is unbeatable [强][看涨]
    Reply
    Report
    Fold Replies
    • BTS: 
      [smile]
      12-16 02:11
      Reply
      Report