Geo Energy Res

Singapore stocks could remain firm this week, led by banks, industrials and transport stocks, as investors focus on earnings resilience, stable dividends and improving regional sentiment.

Wall Street’s rally was halted on Friday as a rout in global bond markets evoked fears of major central banks adopting a tighter monetary policy with the Middle East conflict driving oil prices higher, raising the specter of elevated inflation. Looks like there will be some extended losses for a few trading days minimally

the dip in chip stock would not surprise anyone. The parabolic rise would warrant profit taking with any convenient narrative to sell down. Pumping up to trap retail while they quietly rotated to sectors already beaten down and then release another narrative to pump up this compressed sector.

Want to get more information from market before trading.

The market is still so expensive and I don’t think it is a good idea to buy at this point. I rather be safe so I am staying defensive.

I have a few Singapore semiconductor stocks but the price has also retreated quite a bit, following the US market. I hope I don’t regret not taking profits yesterday.

The memory chips narrative is gone! Make way for cyber security, it is the new trendy place to invest. Save yourself from even worse drawdown and rotate out!

The Iran War narrative remains the same, Trump will not do anything to escalate and slowly pressure. All these are baked into price and should be ignored!

Memory chips are having a bad start to the week, but fear not as profit taking is expected, and such drawdown is normal. Stay focused on the thesis and ignore the daily movement!

Still going strong