Dow

I just chased it aggressively at $343 at a small quantity. wouldn't sell a good long-term position simply because it has risen. For new money, I’d prefer buying in 2–3 tranches, with a more attractive accumulation zone around $315–330, and I'd become considerably more interested below $300.

Stocks held on to gains after CPI came in as expected, though oil prices edged higher after a senior Iranian official commented that there were no discussions with US on extending a ceasefire. With in line expectations of CPI, FED is now more likely to continue to hold steady as there is barely any major changes that would threaten the economy.

If CPI is good then all the tech sector will rebound if not.. prepare for the red day 😖😖

I believe the markets wants to see the CPI numbers first before deciding where it wants to go. If the numbers show inflation tapering, it will be good for the markets.

This market is too tricky to guess which way it wants to go. And many times I have mentioned that narratives are secondary to price action. Having said that, the market might be waiting for the CPI numbers looking at how lacklustre it has been lately.

In the past two years, the growth of the Singapore stock market and the Straits Times Index has become a standout presence in global stock markets. The pragmatic approach of Singapore-listed companies, along with their relatively low volatility compared to other securities markets, serves as a very important stabilizing factor in investors' portfolios. Over these two years, I have heard many friends share that the Singapore stock market is by no means inferior to the US stock market; it is a highly worthwhile investment target. Do not overlook it simply because its total market cap and price gains are smaller; holding it will make your portfolio more balanced. I hope that after hitting new highs, the local stock market can continue to develop steadily at its own pace.

Singapore's Ministry of Trade and Industry raised our 2026 GDP forecast massively after a rapid growing economy in the first half of the year, particularly driven by AI-related capital expenditure lifting the electronics and precision engineering clusters. As a huge exporter of time sensitive and high value goods, this is encouraging for our local economy. Let's hope we can continue to take advantage of this AI rally.

AI demand remains strong, but markets are becoming more selective as rising capex, valuations and cash-flow concerns shape the next phase of the AI trade.

SG upgraded GDP outlook keeps the market environment supportive, particularly for banks and companies linked to AI, infrastructure and manufacturing. Stronger AI demand, electronics and precision engineering activity continue to support growth.

Market participants are closely monitoring interest rates, inflation, valuations and upcoming corporate earnings for potential risks.With the STI near record highs, investors may want to stay selective and look for opportunities on pullbacks rather than chase the rally

Earnings so far meeting expectations for most. Watching the CPI print tonight. Might give markets a further boost if the data is favourable.

Take caution as the market dip and goes into correction pullbacks. If you like the stock consider DCA into stocks instead of all in. Do not trade emotionally but systemically.