BYD COMPANY

In my view, the current job numbers will likely put a pause on Fed rate hikes. Oil prices remain a major concern for geopolitics and inflation. This Thursday’s Fed meeting minutes will give us clearer insight into their stance on further rate hikes and the outlook ahead.

Meanwhile, the Hang Seng Tech Index has dropped around 26.85% It looks far more attractive now. Big names like Alibaba, Tencent, Trip.com and BYD are trading at deep discounts. On the other hand, the US markets keep hitting all-time highs.

Does this gap feel right to you?🙄🙄🙄🙄

NFP showed weaker job numbers than anticipated, which reversed expectations of near term Fed rate hikes. Markets are no longer pricing in one more rate hike by end of year. This should give some relief at the short end of the curve and has led to a broad rally since the data was released

Job reports are out, with the labour market faltering in September with a lower increase in jobs by just 29,000, well below the forecast of 84,000. With a lower than expected growth, concerns over inflation eases slightly and rate hike probability hence drops further for October, albeit likely to have 1 more in November/December.

Just bought some more Reits today at a bargain price. Could it drop some more? Absolutely. Bond yields are still skyrocketing which is one of the major factors in play. However, I'm accumulating Reits for dividend play in the long term, and dividing my capital for a few different price range to better capture the dips.

I like the way the market shrugs off the bears and keep moving up into a seasonally bullish period as well as the US midterms which have historically provide a year end rally into clarity.

The market keeps marching onwards despite almost everyone being bearish. That is ironically bullish. If jobs data is not as strong as expected, the market might take that as a green sign to rally. I am cautiously bullish.

📌🇺🇸 Spot ON, last session I did said If I were to focus on the screen, likely to shoot up, I did few adjustments due to daily unpredictable volatility and seen its rotation and inconsistency. I happened to wake up past 3am and saw favourable position for me to adjust a bit further, no chance to enter a few other intended names. Both SG and China also closed recently as Red across the board! Nothing is stable for now still, buy with mindset of long term if can stand to see 🛑 on your dashboard every day which is pretty annoying for me ha 🎲 😅

US treasuries yields continue to stay above 5+%. At some point, people are going to wonder if a "risk free" 5% is good enough vs taking on risk to earn a 6 to 10% long term return in the equity markets.

$BYD COMPANY(01211.HK)

🚀 UNSTOPPABLE! BYD Sets New 2026 Record -463,561 Sales in September ⚡📈

BYD has hit a huge new high for 2026. It delivered 463,561 new energy vehicles in September alone. That is a 16.98 percent jump compared with the same month last year.

Here are the key figures from our 2026 Monthly Sales Performance Infographic:

• 🔥 Seven Months of Growth

September marked BYD’s seventh straight month of rising sales and fifth consecutive month of year-on-year gains.

• 🔋 All-Electric Record

Battery electric vehicle sales surged 33.21 percent from a year ago to a new all-time high of 273,143 units.

• 🌍 Exports Take Off

Overseas deliveries grew 153.59 percent year-on-year to reach 180,700 vehicles.

See the full picture in our 2026 Monthly Sales Performance Infographic 📊🚗

Source: BYD September sales rise 16.98% to 463,561, hitting new high for 2026- CNEVpost - 1st Oct 2026

Not investment and financial advice. Do your own due diligence.😁