Good morning mooers! Here are things you need to know about today's Singapore:
●Singapore shares opened lower on Monday; STI down 1.01%
●Commodities face tough week as Fed angst builds
●Stocks and REITs to watch: Singtel, SPH Reit, Aspen
●Latest share buy back transactions
-moomoo News SG
Market Trend
Singapore shares opened lower on Monday. The $FTSE Singapore Straits Time Index(.STI.SG)$ decreased 1.01 per cent to 3,114.16 ...

My youtube channel:
https://www.youtube.com/channel/UCAPWOEQKCpCWmzKkdo7v-iw
Did the value investors come in to buy the dip for companies like Xiaomi? Xiaomi at one point this morning hit 17.5 HKD, which is only 0.5 HKD above its IPO price of 17 HKD. I just recalled the recent live event hosted by Lei Jun, Xiaomi's cofounder, who said that he aimed to have Xiaomi investors to earn at least 100% based on their IPO price. That was being mentioned on 2Q2021 EARNING CONFERENCE, but since then Xiaomi's price has fallen for close to 4 months from 28.6 HKD all the way to a low of 17.5 HKD this morning.
So what was the reason for the rise today? Lenovo too also had a remarkable jump of around 5%... No specific reason or intentional efforts by me to search for the reason for the rise today.. It could be a normal rebound after a sharp fall by Xiaomi and Lenovo yesterday.
Or did the Chinese authorities finally see through the intention of the shortsellers and come in to support their tech stocks (aka hard tech companies here) to at least bring back some confidence? This I wouldnt know exactly but to me, shortselling Xiaomi today is going against a strong train today... at least this is for the day today..
Also, I would have to mention that people have to stop attaching the 8 HKD price tag that Xiaomi had gotten during the COVID march 2020 time date... Why? Xiaomi has gained further strength since then and is a much bigger company within these 2 years timeframe...
While I certainly do not know where is the bottom, trying to aim a bottom price to make purchase would not be a good strategy for me.. I as usual have bought in small volume whenever the price turns even more attractive.. Will Omicron kill consumption? It may damp interest for consuming for maybe awhile but it cannot damp thirst for spending in the long run.
As always, this should not be construed as any investment or trading advice.
$Hang Seng Index(800000.HK)$ $Lenovo(05562.HK)$ $XIAOMI-W(01810.HK)$ $KINGDEE INT'L(00268.HK)$ $Meituan(ADR)(MPNGF.US)$ $MEITUAN-W(03690.HK)$ $PDD Holdings(PDD.US)$ $JD-SW(09618.HK)$

$Applied Materials(AMAT.US)$ This is what a synthetic long looks like. This is a 3 mil bet on AMAT going up. buy call sell put same ATM strike. Buy put sell call is a synthetic short

What happened after FED's meeting?
We are currently having a sector rotation from tech growth stocks into value stocks after Wednesday's Fed policy of 3 rate hikes in 2022 instead of 2 and also speed up tapering and ending it a few months earlier than expected.
The initial taper plan was $10B for treasury securities and $5B for MBS (Mortgage Backed Securities) but now it has doubled the speed of tapering to $20B for treasury securities and $10B for MBS and tapering to end by March 2022. Which shortly after, rate hikes should come in progressively.
The reason for the fed turning hawkish and a quick shift to taper at a quicker pace and more rate hikes was due to inflation at a 40 year high. They also did not expect inflation to rise above 2% in 2021 and kept mentioning about higher inflation rate being transitory. Current inflation is at 6.8% based on the YOY report.
How did this affect the market on Thursday?
When tapering is sped up, liquidity will be tightened in the market. There will not be as much free cash to be pumped into the market to let prices rally like we have seen the last 2 years.
Interest rate hikes will also dampen valuation on growth stocks as growth stocks are priced in more to future earnings expectations. If rates rise, it will hurt those expectations. Investors will start to see bonds and value stocks that thrive in high-interest rate environments a better asset class thus making it more appealing against higher-risk growth stocks.
Small-cap stocks usually also suffer because they tend to loan more money to fund the growth of the company thus making them more sensitive towards the rate hikes.
Thus we saw the $NASDAQ 100 Index(.NDX.US)$ and $iShares Russell 2000 ETF(IWM.US)$ mostly small-cap and tech stocks falling much sharper than $Dow Jones Industrial Average(.DJI.US)$ yesterday which consist mainly of value stocks.
What to do now? Should I exit my growth holdings?
That being said, inflation and rate hikes over the long run still don't pose a huge threat to growth stocks. It is usually short-term when the rotation happens towards value stocks. So take this opportunity to find good entry points into the stocks which are undergoing the selloff.
As always, trade safe & invest wise!
$Apple(AAPL.US)$ $Tesla(TSLA.US)$ $Meta Platforms(FB.US)$ $Microsoft(MSFT.US)$ $Amazon(AMZN.US)$ $NVIDIA(NVDA.US)$ $Adobe(ADBE.US)$ $Invesco QQQ Trust(QQQ.US)$ $SPDR Dow Jones Industrial Average Trust(DIA.US)$

Apple CEO Tim Cook said in a recent interview that Apple is focusing on three major areas-augmented reality, artificial intelligence and autonomous driving. Cook described these things as "core technologies" that will be applied in "different ways." $Apple(AAPL.US)$

2021 is another year of violent volatility in the stocks markets globally just like 2020. All of us should therefore brace ourselves for a lot more in 2022 if this trend persists. China-theme Stocks are still relatively weak but I expect them to perform better in 2022 alongside US Stocks I wanted to provide some helpful technical charts, but the best chart by far(at least to me) is a chart of psychology, persuasion and perspective combined into one here:
Happy New Year 2022!
$Alibaba(BABA.US)$  $Futu Holdings Ltd(FUTU.US)$  $Futu Holdings Ltd(FUTU.US)$  $UP Fintech(TIGR.US)$  $Apple(AAPL.US)$  $NIO Inc(NIO.US)$  $Qualcomm(QCOM.US)$  $United Microelectronics(UMC.US)$  $Sea(SE.US)$  $Lucid Group(LCID.US)$  $Sono Group(SEV.US)$  $Rivian Automotive(RIVN.US)$  $JPMorgan(JPM.US)$  $Applied Materials(AMAT.US)$  $NVIDIA(NVDA.US)$  $Axon Enterprise(AXON.US)$  $Unity Software(U.US)$  $Grab Holdings(GRAB.US)$  $WeWork(WE.US)$  $Phunware(PHUN.US)$  $Digital World Acquisition Corp(DWAC.US)$  $Tuya Inc(TUYA.US)$  $Hippo Holdings(HIPO.US)$  $GOLDMAN SACHS FUTURE TECH LEADERS EQUITY ETF(GTEK.US)$  $Airbnb(ABNB.US)$  $DocuSign(DOCU.US)$  $MongoDB(MDB.US)$  $Pfizer(PFE.US)$  $Lam Research(LRCX.US)$  $Tencent(TCEHY.US)$  $Bilibili(BILI.US)$  $Snowflake(SNOW.US)$  $Micron Technology(MU.US)$  $Baidu(BIDU.US)$  $Stellantis NV(STLA.US)$  $General Motors(GM.US)$  $Ford Motor(F.US)$  $Robinhood(HOOD.US)$  $Advanced Micro Devices(AMD.US)$  $iShares Silver Trust(SLV.US)$  $ASML Holding(ASML.US)$  $Twitter (Delisted)(TWTR.US)$  $The Wendy's Co(WEN.US)$  $Bank of America(BAC.US)$  $Novavax(NVAX.US)$  $Virgin Galactic(SPCE.US)$  $BlackBerry(BB.US)$  $IBM Corp(IBM.US)$  $GE Aerospace(GE.US)$ $Nokia Oyj(NOK.US)$  $UiPath(PATH.US)$  $Roblox(RBLX.US)$  $XPeng(XPEV.US)$  $DiDi Global (Delisted)(DIDI.US)$  $Kratos Defense & Security Solutions(KTOS.US)$  $Activision Blizzard(ATVI.US)$  $ContextLogic(WISH.US)$  $SoFi Technologies(SOFI.US)$  $Etsy Inc(ETSY.US)$  $Snap Inc(SNAP.US)$  $Block(SQ.US)$  $Shopify(SHOP.US)$  $Cloudflare(NET.US)$  $Palantir(PLTR.US)$  $Taiwan Semiconductor(TSM.US)$  $PDD Holdings(PDD.US)$  $JD.com(JD.US)$  $Coinbase(COIN.US)$  $AMC Entertainment(AMC.US)$  $Disney(DIS.US)$  $Boeing(BA.US)$  $Netflix(NFLX.US)$  $Roku Inc(ROKU.US)$  $Uber Technologies(UBER.US)$  $Alphabet-A(GOOGL.US)$  $Meta Platforms(FB.US)$ 
So, you tell me what is the right way?!

Shares of $Alibaba(BABA.US)$ , $Tencent(TCEHY.US)$ , $Baidu(BIDU.US)$ , $JD.com(JD.US)$, $Li Auto(LI.US)$ and $XPeng(XPEV.US)$ rose in Hong Kong on Monday.
What’s Moving: Chinese e-commerce giant Alibaba’s shares traded 3.2% higher at HKD 125.10 in Hong Kong, while peer JD.Com’s shares have risen almost 1% to HKD 315.20. Alibaba is scheduled to hold its virtual investor day event on Dec. 16 and Dec. 17. Tech conglomerate Tencent’s shares have gained 2.7% to HKD 476.00 and technology company Baidu’s shares have risen 1.3% to HKD 147.80. Electric vehicle maker Li Auto’s shares traded 4.3% higher at HKD 127.90 and peer Xpeng’s shares are up 3.4% to HKD 186.40. Hong Kong’s benchmark Hang Seng Index opened higher on Monday and was up 1.1% at the time of writing. The index snapped a three-day winning streak and closed almost 1.1% lower on Friday.
Why Is It Moving? The Hang Seng Index rose after China’s policymakers pledged to ensure economic stability next year and also hinted at easing regulations on Big Tech companies following a regulatory crackdown this year.
The annual Central Economic Work Conference concluded in Beijing on Friday, with policy markets stressing on efforts to maintain economic stability next year while pursuing progress, the state-run Xinhua News Agency reported.
Shares of Chinese companies closed mostly higher in U.S. trading on Friday after the major averages in the U.S. ended at record highs. This was despite the Labor Department reporting a 6.8% increase in the consumer price index (CPI) in the month of November, the fastest inflation growth since 1982.