An interesting opinion I read the other day when someone said the typical Singaporean "safe investment" of chasing STI etf/ 3 local banks could be riskier than one would think it is. The heavy concentration in the banking sector and lack of diversification could prove risky from time to time as the financial sector is tightly linked to interest rate cycles, property markets and non wealth products. On the flipside, the blue chip companies have been proven over time to generate decent and stable returns (including consistent dividend payouts).

BILI: No Surprises, Awaiting Next Game Cycle
After the HK close on Aug. 27 (Beijing time), $Bilibili(BILI.US) reported Q2 2026 results. The print was largely in line, and the story still hinges on the games pipeline.
Specifically:1) Advertising growth remained solid. Q2 ad revenue rose 28%, in line. The industry backdrop deteriorated this quarter, making the print respectable.Drivers included stable growth in platform traffic (total time spent), alongside a higher ad load. Also a structural lift from marketing tied to launches of AI foundation models, applications, and other new products.

