I think it is a little premature for us to conclude that inflation is not going to be a concern for Singapore as the Middle East war started on 28 Feb.
whatever the CPI, my equal weighted portfolio of banks and REITs keeps me eoughly neutral to these noises. Both happily spitting out dividends for reinvestment.
1/ Huawei just introduced the Tau (τ) Scaling Law at ISCAS 2026. Presented by He Tingbo, President of Huawei's Semiconductor Business Unit. Core idea: replace geometric transistor scaling with time (τ...
Singapore core CPI came in lower than expected, smoothing out inflation concerns. However, the lagged economic data of the Middle East conflict has yet to fully factor in, and businesses have already ...
Inflation subsiding might seem amazing but that also shows the impact of AI and how it might actually reduce the need to spend on services that used to be needed such as software services.
CPI is at a manageable level. this iran war will end sooner or later, straits of Hormuz will open, oil price will drop, inflation will be kept in check. all will be well again, man will adjust adapt t...
Huawei’s “τ-law” may reflect genuine engineering progress, but timing near export-control reviews suggests strategic signaling as well. SMIC’s sharp rally looks vulnerable to profit-taking unless oper...
MAS monitoring, data coming in soft. Nothing I can do about macro. Just stay invested and let it sort itself out 💤
Core CPI at 1.4% but my grocery bill didn't get the memo. Official inflation and real life inflation seem to live in different universes😅
markets going boom up higher to the sky no doubt riding the wave higher till the sky