In this Weekly commentary, we will recap China's property market turmoil and possible government policy actionsTakeaways from Minutes of the July FOMC Sea Limited Plunged after earnings report  China's property market turmoil and possible policy actions  China's real estate market, once the emblem of robust growth, is currently facing notable challenges. Country...

Singapore is one market that distinguishes itself from its counterparts due to its notable combination of high dividend yield, robust corporate earnings growth, and appealing valuations.  The inclusion of well-established companies with long business track records and firmly rooted business models is a key reason why investors continue to be...

After the FOMC meeting on 1st November, a notable positive shift occurred as the 10-year US Treasury yield fell by 60 basis points, dropping from 5% to 4.4%. This movement coincided with a remarkable recovery in the Syfe Income+ Preserve and Income+ Enhance Portfolios. Both portfolios surged by over...

#USInflation #DisneyResults #BABA_Results US Inflation Experiences a Modest Uptick while Core Inflation Continues to Slow Down US Core Inflation Rates What Happened? Inflation in the United States experienced a modest uptick in July, marking a reversal from 12 consecutive months of decline. The broader measure of consumer prices climbed by 3.2% compared to...

#USRating #AMZN_AAPL #ChinaPrivateSector Fitch downgrades United States, but no major impact anticipated US credit ratings from various agencies What Happened? In a significant move, Fitch Ratings, one of the major credit-rating agencies, downgraded the United States government's credit worthiness from AAA to AA+. This decision marks the second time in recent years that...

#TechEarnings #RateHike #SingaporeInflation Major tech companies publish Q2 results Returns chart for major Tech Stocks (Source: Google Finance) The second quarter of 2023 saw the Magnificent Seven tech giants - Meta, Alphabet, Microsoft, and Tesla - release their earnings reports, showcasing their performances and growth strategies in the current economic landscape. Meta, formerly...

In this series of company deep dives, we analyse some of the world’s most prominent and impressive companies – with the aim of unpacking what makes them great. These deep dives will ultimately help investors make more informed trading decisions as well as get a better understanding of the...

#RecessionFear #Netflix_Tesla_JNJ #BankEarnings Goldman Sachs cuts probability of recession to 20% Probability of recession (Source: Wall Street Journal) What Happened? Amidst the ongoing debate about the possibility of a U.S. recession, Goldman Sachs has made a notable move by reducing the chances of an economic downturn. Jan Hatzius, the chief economist at Goldman...

#CryptoVictory #USInflation #EarningsSeason Ripple Lab’s victory over SEC XRP Price chart (Source: Google Finance) What Happened? In a significant legal victory for the cryptocurrency industry, Ripple Labs Inc has been ruled not to have violated federal securities law by selling its XRP token on public exchanges. The decision was made by U.S. District...

#USJobMarket #Meta_Twitter #ChinaExports US Job Market reports for June give mixed signals US Private Employment (Source: ADP) What happened? Private employers in the United States added a significant number of jobs in June, surpassing expectations and indicating a robust job market. According to the private payroll supplier ADP, 497,000 new jobs were created...