pohyc

AI tech spending is still going strong, and AI is a real game changer, really impacting real life. now is the lull (sell in May & go away) but it is not dead, just stoop lower to jump higher

trending sectors will always win big , like oiltek (hqu.si sustainable jet fuel investment) & chip stocks. of course we can rest easy and buy the many smid cap funds launched by the sg value unlock 6.5billion $

Indonesia can be the regional powerhouse of sustainable renewable energy (geothermal, hydro, solar). Singapore with a growing energy need is proactive to tap into this and grow it together with Indonesia.

trump could be asking China to buy more US oil but China is using its reserve pile amass over the year : in a way this manages further oil price rise

world's first mass delivery of humanoid robots, now below MA200, revenue is increasing, will keep adding

I am thinking"sell in May" will be here this year, the war is going nowhere, responses to earning reports are getting more indifferent, dread is increasing

1mz.si nam cheong

check it out, PE only 6.5 (as on sgx app)

compared to sti (es3.si) PE 15

largest Malaysian builder of offshore support vessels osv (any business on sea will need this)

take a look at ifast (aiy.si)

targeting S$100b in assets under admin in 4 yr time (yr 2030)... a growth rate of 25% a year.

volatility is a fee, not a fine.

continue to DCA into quality and enjoy the ride.

investment is for life.

fed rates likely to stay or drop after Powell, I'm buying more into bond funds with minimum 5% yield, dollar cost averaging, RSP too

$SingTel(Z74.SG)singtel28 still on track. they sold assets 1.5b ,to buy data ctr 600m, still has more than enough to pay dividends. my div yield is 4.9%