TRACKER FUND

Renewed US-Iran causing markets to jitter. Hawkish fed rate hike causing SG reits to be hammered. US stocks are also cautiously threading. Stay nimble. haha

Economists has just raised Singapore's 2026 growth forecast to 5% according to MAS survey. Does your company doing well now 🤔. I think only Electronics , Memory and AI business doing well .

Traditional business are suffering . Do you agree?

The SG reits sector is suffering heavily from rate hike pressures and expectations as even the reits etfs are continuing to tumble. A good opportunity for long term dividend investors to add or start a position, though I personally think these prices could go even lower.

in a bid to push Trump rating up, he has not choice but to continue to strike Iran. but Iran is striking back at them with nothing to proof

US market dip yesterday!

It's coming to the end of the month - also where most of the major companies have already reported earnings. As expected, the earnings season has seen some companies rally after posting magnificent results while others slump after posting weaker guidance or simply just due to traders taking profit. It is important to monitor and read in depth into the earnings report of your holdings, but also sometimes the share price don't go as expected due to fear (of say higher capex for e.g.) or just because it was already priced in.

Frencken’s private placement has diluted the share price but I think there is no need to panic. The new capital will give the company a more solid financial position to pursue expansion and mergers and acqusitions.

It will be Fed chairman Warsh’s first speech at Jackson’s Hole and the market will be closely trying to figure out his stance. Hawkish or dovish? I don’t think he will say much but maintain that the Fed will do what is necessary yadah yadah. 🤓

Probably to look out for Warsh's speech at Jackson Hole to see how the short term reaction will be, and how the long term view will be, while not forgetting mid term election in Nov.

The triple kaiju week is finally ending and the pent up cautious sentiments would be partially, if not fully released. All eyes on the new Fed chair on his lean towards hawkiness or dovishness. It shows the muscle of the market is still the bond market.