Maiwei is definitely something to look at. China in recent years have boosted their biotech industry to try lots of new experimental cure. Even foreign companies are collaborating with their local bio...
With the strait of Harmuz still close, it is evident that oil will remain elevated. I say keep up the oil position to hedge any downside risk. Anything can go south from such lofty valuation.
Back and forth posturing again between US and Iran. It has been going on for a while and yet the market behaves like it’s new!
Singapore confirms that imported inflation is having an impact: March overall CPI +1.8% (previous 1.2%), core CPI +1.7% (highest since November 2024), mainly driven by transportation costs +6.0%.
As a ...
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It’s good that the sustainable fuel tax is delayed amid this oil crisis. Hope the war will end by Oct.
Iran rejects US ceasefire plan — triggering increased oil volatility and exacerbating US dollar exchange rate fluctuations. Investment should still focus on hedging.
I believe US and IRAN are talking, it's just question of will they iron out their differences. Both have nothing to gain as the war continues...
The google report on memory stocks is classic Jevons paradox. Market perceives it as less memory needed= less demand. But the efficiency gains may actually expand AI use cases and total compute demand...
Oil spikes on geopolitics tend to overshoot, and with fuel uncertainty still high, this is a pure volatility trade
AI demand is still compounding history shows innovation expands usage,not kills it
Spac...