CityDev

STI is relatively weak at the time of writing this before lunch. There are only 5 stocks positive (ST Engg, YZJ ship building, HK Land, CDL, Keppel DC REIT). Took the red in financial in stride to add a bit to my YLD ETF position.

It will be interesting to see if US-Canada trade war ends up being just a negotiation tactic. It’s not the first time the Trump administration has done this.

Markets are turning more volatile as trade tensions, higher yields and geopolitical risks weigh on sentiment, while AI remains a key long-term growth theme.Singapore equities continue to show resilience, supported by strong banks and solid underlying fundamentals.

📊 Stay selective: focus on quality, cash flow and valuation and use market pullbacks to build positions rather than chase momentum.

apart from the US Canada fall out, it was relatively quiet over the weekends, and it felt like the lack of substantial news affected the markets today. like to see what sanctions will be imposed on Iran, and how they will be perceived by the markets.

There are increase shares for S&P 500, NASDAQ Composite Index, Dow Jones Industrial Average, Bitcoin, Strategy, Apple, Straits Times, City Dev, TSH, and DBS. It is good news.

Hope those lower shares can increase.

The tariff escalation increases the risk of a broader US-Canada trade conflict, raising costs for businesses and potentially adding inflationary pressure. Canada’s planned retaliation could further disrupt cross-border supply chains and weaken business confidence. The immediate market reaction reflects higher uncertainty, particularly as rising Treasury yields already pressure equity valuations. While the affected goods represent a relatively small share of total bilateral trade, prolonged tensions could weigh on growth, corporate margins and investor sentiment if negotiations remain stalled.

Bitcoin broke through $75,000 on Friday, marking its best weekly performance in about 2.5 years.

Bitcoin and related derivative financial products have experienced a prolonged slump, with hopes for relief in the near term.

Diversified investment structures represent a relatively healthy strategy.

Shein’s Hong Kong IPO on September 1 could be the market’s biggest show this year. I’m expecting a strong debut—the hype, brand recognition and retail appetite are hard to ignore. But after the initial pop, valuation and regulation could make this a bumpy ride.

This market is like a yoyo. Up down up down. Just watch where the yoyo wants to go. So far trending up. So let’s hope it stays that way. 😊

I have stopped following narratives. If it’s not trade, it’s middle east shenanigan. Non stop wall of worries. Hey wait a minute. Bull markets thrive on that? Is this one? 🤷‍♂️😂