Takeaway § Chinese equities are enjoying the best start of the year in history, even in the haze of tariff war. The continuing southbound funds and AI-related revaluation made HK stocks stand out, but a catch-up rally in A-shares is still possible. § Uncertainties in US tariff policies remain one of the largest threats to the global risk appetite, making the safe-haven assets like gold, US Treasury bonds, and JPY in good demand....
Global Outlook: US Still Matters Inflation Crisis will End Soon? Beware of Reflation High inflation has been a common predicament for countries in the post-pandemic era, leading to an expansion of the wealth gap and an intensification of social conflicts. Many voters have sought new governments to solve the problem of inflation, which was also the reason for the failure of incumbent parties around the world in the past 2024 election year. However, ...
East Asia 【$CSOP LOW CARBON US$ (LCU.SG)$/$CSOP LOW CARBON S$ (LCS.SG)$】YTD Return: +3.49% • The week started with President Trump imposing 25% tariffs on all US steel and aluminium imports, applicable to all countries, which unsettled markets, causing investors to seek safety. Nevertheless, Asian equities remained resilient and generally slightly rebounded after falling on Monday. ...
East Asia 【SQQ/SQU$CSOP SEA TECH ETF S$ (SQQ.SG)$】YTD Return: +30.60% • Sea Ltd's stock outperformed in 2H, rising 59% from mid-year to 29 Nov due to strong 3Q revenue and earnings, easing concerns over margin pressure from increased competition in Southeast Asia. • Amid potentially higher US tariffs on Chinese goods, this may benefit e-commerce in Southeast Asia. • JPM notes that since 2019, ASEAN's TMT sectors have ...
TSMC has just released its Q3 2024 results, delivering a boost to the chip industry. The performance was impressive, with sales, net profit, and gross margin all exceeding expectations. Revenue grew 39% year-on-year, while net profit surged 54%, with a gross margin of 57.8%. This success is primarily attributed to the sustained strong demand for artificial intelligence (AI), driving sales of$Taiwan Semiconductor (TSM.US)$'s...
【The US】 🔸 US deficit for fiscal 2024 estimated at US$1.8 trillion, largest after Covid. The Congressional Budget Office (CBO) estimated on Tuesday a US federal deficit of US$1.8 trillion for fiscal 2024, the highest in the post-Covid era, as debt interest costs jumped sharply and outlays rose for Social Security, Medicare and health insurance tax credits. The estim...
【The US】 🔸 US trade deficit narrows sharply in August. The US trade deficit narrowed sharply in August as exports increased and imports fell, suggesting that trade could be a small drag on economic growth in the third quarter. The trade gap contracted 10.8 per cent to US$70.4 billion from a revised US$78.9 billion in July, the Commerce Department’s Bureau ...
Recently, the Nikkei 225 reached a post-bubble high on May 19, 2023, achieving its highest level since 1990. In fact, as early as 2020, Buffett's Berkshire Hathaway revealed a long-term bet by acquiring slightly more than a 5% stake in Japan's main trading houses - Mitsubishi Corp., Mitsui & Co., Itochu Corp., Marubeni Corp., and Sumitomo Corp. Buffett visited Japan for the first time in 12 years in 2023, and he has since increased his stakes...
Today, we are pleased to launch our third SGX-Listed ETF to investors!$CSOP LOW CARBON S$ (LCS.SG)$$CSOP LOW CARBON US$ (LCU.SG)$ CSOP CGS-CIMB FTSE Asia Pacific Low Carbon Index ETF helps will investors capture the opportunities presented by low carbon transition in APAC with greatdiversification and tradability at minimal investment of only USD 1. Also, with AUM USD 105 millio...
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JJ Hou
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it is gd ESG! but do not have to rush to buy during IPO at all
§ Chinese equities are enjoying the best start of the year in history, even in the haze of tariff war. The continuing southbound funds and AI-related revaluation made HK stocks stand out, but a catch-up rally in A-shares is still possible.
§ Uncertainties in US tariff policies remain one of the largest threats to the global risk appetite, making the safe-haven assets like gold, US Treasury bonds, and JPY in good demand....
Inflation Crisis will End Soon? Beware of Reflation
High inflation has been a common predicament for countries in the post-pandemic era, leading to an expansion of the wealth gap and an intensification of social conflicts. Many voters have sought new governments to solve the problem of inflation, which was also the reason for the failure of incumbent parties around the world in the past 2024 election year.
However, ...
【 $CSOP LOW CARBON US$ (LCU.SG)$/ $CSOP LOW CARBON S$ (LCS.SG)$】YTD Return: +3.49%
• The week started with President Trump imposing 25% tariffs on all US steel and aluminium imports, applicable to all countries, which unsettled markets, causing investors to seek safety. Nevertheless, Asian equities remained resilient and generally slightly rebounded after falling on Monday. ...
【SQQ/SQU $CSOP SEA TECH ETF S$ (SQQ.SG)$ 】YTD Return: +30.60%
• Sea Ltd's stock outperformed in 2H, rising 59% from mid-year to 29 Nov due to strong 3Q revenue and earnings, easing concerns over margin pressure from increased competition in Southeast Asia.
• Amid potentially higher US tariffs on Chinese goods, this may benefit e-commerce in Southeast Asia.
• JPM notes that since 2019, ASEAN's TMT sectors have ...
🔸 US deficit for fiscal 2024 estimated at US$1.8 trillion, largest after Covid. The Congressional Budget Office (CBO) estimated on Tuesday a US federal deficit of US$1.8 trillion for fiscal 2024, the highest in the post-Covid era, as debt interest costs jumped sharply and outlays rose for Social Security, Medicare and health insurance tax credits. The estim...
🔸 US trade deficit narrows sharply in August. The US trade deficit narrowed sharply in August as exports increased and imports fell, suggesting that trade could be a small drag on economic growth in the third quarter. The trade gap contracted 10.8 per cent to US$70.4 billion from a revised US$78.9 billion in July, the Commerce Department’s Bureau ...
In fact, as early as 2020, Buffett's Berkshire Hathaway revealed a long-term bet by acquiring slightly more than a 5% stake in Japan's main trading houses - Mitsubishi Corp., Mitsui & Co., Itochu Corp., Marubeni Corp., and Sumitomo Corp. Buffett visited Japan for the first time in 12 years in 2023, and he has since increased his stakes...
CSOP CGS-CIMB FTSE Asia Pacific Low Carbon Index ETF helps will investors capture the opportunities presented by low carbon transition in APAC with greatdiversification and tradability at minimal investment of only USD 1. Also, with AUM USD 105 millio...
$CSOP Huatai-PineBridge CSI Photovoltaic Industry ETF (03134.HK)$ $Global X China Electric Vehicle and Battery ETF (02845.HK)$ $Global X Autonomous and Electric Vehicles ETF (02849.HK)$ $Global X China Clean Energy ETF (02809.HK)$ $LGI-OSPL SLC ETF S$ (ESG.SG)$ $NikkoAM-StraitsTrading MSCI China Electric Vehicles and Future Mobility ETF (EVS.SG)$
$UOB APAC Green REIT ETF (GRN.SG)$ $CSOP LOW CARBON S$ (LCS.SG)$ $Ishares Msci Acwi Low Carbon Target Etf (CRBN.US)$ $Vaneck Vectors Low Carbon Energy Etf (SMOG.US)$ $FlexShares Trust FlexShares STOXX US ESG Impact Index Fund (ESG.US)$ $ESG Investing (LIST2571.US)$
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