East Asia LCU WTD return: +1.36% • LCU gained WTD in USD ahead of earnings season and economic data for market participants to gauge trade war impacts. • The US noted bilateral negotiations with 17 partners (excluding China), claiming Beijing may yield under sustained 145% tariff pressure. • LCU’s gains WTD are led by TSMC, Toyota Motor Corp and MUFG. • TSMC is likely to sustain lead over competitors with gains...
East Asia LCU WTD return: +0.81% • LCU gained WTD in USD, as Asian equities remain resilient amidst the global trade war. • There were some signs of progress in some trade talks which helped improve market sentiment. • Gains were led by Commonwealth Bank of Australia, Xiaomi and HDFC Bank. SQU WTD return: +0.14% • SQU rose WTD in USD, and gains were led by Infosy...
East Asia $CSOP LOW CARBON US$ (LCU.SG)$WTD return: 3.84% • LCU gained 3.84% WTD in USD, after tariff pause which offered some short-term relief. Trump has temporarily suspended consumer electronics tariffs (smartphones, laptops, chips) and floated delaying auto tariffs. • Positive sentiment also drew support from S&P 500's last Friday's rally, fuelled by Fed assurances to stabilize markets ...
East Asia $CSOP LOW CARBON US$ (LCU.SG)$ • Asian markets surged alongside a global relief rally after the US paused reciprocal tariffs on most trade partners for 90 days, though China’s tariffs rose to 125%. The S&P 500 soared 9.5% on Wednesday. • After China retaliated with 34% tariffs on all imports from US over the extended weekend, US further retaliated and confirmed 104% tariffs on China (effective 9th April), which ...
East Asia $CSOP LOW CARBON US$ (LCU.SG)$YTD return: +2.40% • Monday was a SG public holiday. • LCU fell slightly in USD WTD, amidst uncertainty over Trump's impending tariffs (April 2), which had resulted in volatility and prompted economists to downgrade growth forecasts. • WTD losses are led by Xiaomi, Hitachi, and MUFJ. Xiaomi fell after one of its EV was involved in a dead...
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....
East Asia $CSOP LOW CARBON US$ (LCU.SG)$YTD return: +5.31% • LCU was relatively flat in USD WTD. • Markets are cautiously optimistic ahead of Trump tariffs (April 2) on hopes of narrower-than-expected trade sanctions as Trump hinted at tariff exemptions for key partners. • Despite that, China and Australia cautioned against broader global economic fallout from U.S. trade protectionism. • WTD gains a...
East Asia $CSOP LOW CARBON US$ (LCU.SG)$YTD return: +6.70% • LCU was up 2.45% in USD WTD as Asian equities rose on China stimulus optimism. • WTD gains are predominantly led by Alibaba, Tencent and Xiaomi. $CSOP SEA TECH ETF(USD) (SQU.SG)$YTD return: -14.79% • SQU's 0.92% WTD gains in USD are primarily attributable to Grab, GoTo and Delta Electronics. • Grab...
East Asia $CSOP LOW CARBON US$ (LCU.SG)$YTD return: +5.39% • Asian stocks were impacted by Trump's moves to curb Chinese investments into US technology, critical infrastructure, healthcare, agriculture, energy, raw materials. • Furthermore, weaker US consumer confidence stoked economic worries, which also further affected Asian stocks. $CSOP SEA TECH ETF(USD) (SQU.SG)$YTD return: -8.83% • De...
East Asia $CSOP LOW CARBON US$ (LCU.SG)$YTD return: +7.13% • The week began with China's tech-driven rally, fueled by DeepSeek's AI breakthrough and optimism about China's economic recovery, sparked by President Xi Jinping's meeting with business leaders, including Alibaba co-founder Jack Ma. • Goldman Sachs has increased its targets for Chinese e...
Buffett's holdings are the latest portfolio from Berkshire Hathaway. Regarded as a top investor, his trades often signal the market and influence the industry. Buffett's holdings are the latest portfolio from Berkshire Hathaway. Regarded as a top investor, his trades often signal the market and influence the industry.
LCU WTD return: +1.36%
• LCU gained WTD in USD ahead of earnings season and economic data for market participants to gauge trade war impacts.
• The US noted bilateral negotiations with 17 partners (excluding China), claiming Beijing may yield under sustained 145% tariff pressure.
• LCU’s gains WTD are led by TSMC, Toyota Motor Corp and MUFG.
• TSMC is likely to sustain lead over competitors with gains...
LCU WTD return: +0.81%
• LCU gained WTD in USD, as Asian equities remain resilient amidst the global trade war.
• There were some signs of progress in some trade talks which helped improve market sentiment.
• Gains were led by Commonwealth Bank of Australia, Xiaomi and HDFC Bank.
SQU WTD return: +0.14%
• SQU rose WTD in USD, and gains were led by Infosy...
$CSOP LOW CARBON US$ (LCU.SG)$WTD return: 3.84%
• LCU gained 3.84% WTD in USD, after tariff pause which offered some short-term relief. Trump has temporarily suspended consumer electronics tariffs (smartphones, laptops, chips) and floated delaying auto tariffs.
• Positive sentiment also drew support from S&P 500's last Friday's rally, fuelled by Fed assurances to stabilize markets ...
$CSOP LOW CARBON US$ (LCU.SG)$
• Asian markets surged alongside a global relief rally after the US paused reciprocal tariffs on most trade partners for 90 days, though China’s tariffs rose to 125%. The S&P 500 soared 9.5% on Wednesday.
• After China retaliated with 34% tariffs on all imports from US over the extended weekend, US further retaliated and confirmed 104% tariffs on China (effective 9th April), which ...
$CSOP LOW CARBON US$ (LCU.SG)$YTD return: +2.40%
• Monday was a SG public holiday.
• LCU fell slightly in USD WTD, amidst uncertainty over Trump's impending tariffs (April 2), which had resulted in volatility and prompted economists to downgrade growth forecasts.
• WTD losses are led by Xiaomi, Hitachi, and MUFJ. Xiaomi fell after one of its EV was involved in a dead...
§ 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....
$CSOP LOW CARBON US$ (LCU.SG)$ YTD return: +5.31%
• LCU was relatively flat in USD WTD.
• Markets are cautiously optimistic ahead of Trump tariffs (April 2) on hopes of narrower-than-expected trade sanctions as Trump hinted at tariff exemptions for key partners.
• Despite that, China and Australia cautioned against broader global economic fallout from U.S. trade protectionism.
• WTD gains a...
$CSOP LOW CARBON US$ (LCU.SG)$ YTD return: +6.70%
• LCU was up 2.45% in USD WTD as Asian equities rose on China stimulus optimism.
• WTD gains are predominantly led by Alibaba, Tencent and Xiaomi.
$CSOP SEA TECH ETF(USD) (SQU.SG)$YTD return: -14.79%
• SQU's 0.92% WTD gains in USD are primarily attributable to Grab, GoTo and Delta Electronics.
• Grab...
$CSOP LOW CARBON US$ (LCU.SG)$ YTD return: +5.39%
• Asian stocks were impacted by Trump's moves to curb Chinese investments into US technology, critical infrastructure, healthcare, agriculture, energy, raw materials.
• Furthermore, weaker US consumer confidence stoked economic worries, which also further affected Asian stocks.
$CSOP SEA TECH ETF(USD) (SQU.SG)$ YTD return: -8.83%
• De...
$CSOP LOW CARBON US$ (LCU.SG)$ YTD return: +7.13%
• The week began with China's tech-driven rally, fueled by DeepSeek's AI breakthrough and optimism about China's economic recovery, sparked by President Xi Jinping's meeting with business leaders, including Alibaba co-founder Jack Ma.
• Goldman Sachs has increased its targets for Chinese e...
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