Ganfeng Lithium

I do not think the FOMC will cut or hike interest rate, it should remain the same. I think it is a good idea to get exposure into equities. The bull is still in control!

OPEC will lose its relevance and everyone will simply pump oil till their hearts content. I foresee a destruction in oil and price will crash. Don't be fooled by the Iran war keep oil prices elevated!

with the sudden drop in both earnings and share price, S REITs suddenly become attractive. I will consider buying the dip especially those whose share prices are lower than my average buy

I prefer to stay invested in Singapore REITs and banks given Singapore’s strong economic fundamentals and AAA sovereign credit rating. The Singapore dollar is relatively stable which adds to many retail investors confidence.

Just Focus on quality blue chip S-REITs and it will generate steady income with greater peace of mind over the long term.

Other options, invest in Hongkong market for growth with excitement🤭 ( political and exchange rate risk).

US stocks continue to trade on Oil futures and war headlines and I don't think the volatility will end anytime soon. Trump even hinted at "Cuba operation" next, so uncertainty continues to loom over the next few months. Personally just taking the opportunity to load up on Index funds for long term

I think oil will continue to be volatile as long as the war is still going on. As long as the Strait of Hormuz is closed, the supply is still very much constrained.

Daily market talk

Bring the gold trade to Singapore would further strengthen Singapore's positioning as a financial center. What better use of the scarce land here than to be paid to stack gold?

Amidst all the FUD, when you look at price and technicals, the markets are flashing some bottoming signals indicating some kind of rebound is on the cards. Amongst them bullish divergences when you compare individual sectors. Markets do not move in a straight line and tend to bamboozle the general crowd. Stay safe!

Watch out for Fed statement and Friday’s NFP data! With the DXY sitting at 100.095, Powell’s upcoming statement and the jobs report could be the catalyst for a shift. If the Dollar Index (DXY) hits resistance at 101 and reverses, the bearish pressure on metals might finally break.

G7 discussion? It's useless when Trump floats the idea of found invasion ain't it? Just brave yourself for the worse, we got a king on the loose. First Greendland, then Venezuela, then Iran.

Singapore stocks are still doing well. I would believe blue chips is the best play. Many mid cap stocks have went up too much and is now in the taking profit stage!

China is really facing a dilemma, it wants the clean energy space to stop killing one another, including EV and solar, but it still wants to stop most subsidies. The best option is to stay away from China stocks in the meantime. The economy is pretty much stuck.

Any reserve, or OPEC or G7, doing anything strategic, will never resolve 20% of the world's oil flow being stuck. Don't be fooled that this will resolve quickly. Brace for impact!

G7 officials meet to discuss releasing strategic petroleum reserves — tensions in Iran escalate, oil price crisis continues to unfold. Gold prices continue to fall, the US dollar remains weak. What's the next move?

The market today was truly surreal: Ganfeng Lithium, Mingming Hen Mang, and East Buy all surged collectively, like stepping hard on the accelerator, while Dazhong Public Utilities took a nosedive in the opposite direction. It can only be said that capital in the past two days went straight for concepts and liquidity. China Tourism Group Duty Free was extremely zen, not moving a muscle... Today was another day witnessing faith and missing out on the rally 🙈