Weekly Highlights 29 Dec: Investment themes for the 2020s

#1 Technology or recession to dominate the 2020s? While past performance is hardly an indicator for future performance, the current bull market stands stand at 10 years while the average bull market lasts about 4.5 years. It begs the following questions: When will the party end? When it does end, will it be a case … Continue reading Weekly Highlights 29 Dec: Investment themes for the 2020s

Weekly Highlights 17 Nov: Global debt set to hit $255 trillion in 2019

#1 US and China lead the debt race to the top I guess when you are 'boosting' your economy at all cost (cough cough senseless monetary stimulus and irresponsible fiscal packages), printing and loading up debt at near 0 rates will eventually lead to this situation. To handle the mounting debt and interest payments, you … Continue reading Weekly Highlights 17 Nov: Global debt set to hit $255 trillion in 2019

Weekly Highlights 3 Nov: US Federal Reserve slashes rate again – 3rd time’s a charm?

#1 More 'fun' times ahead?  US Federal Reserve slashes the lending rate from the current range of 1.75% - 2% to, 1.50% - 1.75%. It is the third time this year that the Federal Reserve slashes the rate. Coupled with the strong October jobs data, the US markets break new highs. https://www.cnbc.com/2019/10/30/when-the-fed-cuts-rate-three-times-and-pauses-history-shows-it-works-out-great-for-stocks.html https://www.cnbc.com/2019/11/01/dow-futures-open-nonfarm-payrolls.html   #2 … Continue reading Weekly Highlights 3 Nov: US Federal Reserve slashes rate again – 3rd time’s a charm?

Investing in China? Top Passive ETFs for your consideration

When it comes to the selection of broad market ETFs for the Chinese market, investors in Singapore are not exactly spoiled for choices. The selection in SGX is downright pathetic. Investing in US-domiciled ETFs listed on US exchanges expose an investor to the 30% dividend withholding tax. As a result, to optimise your returns, I … Continue reading Investing in China? Top Passive ETFs for your consideration