Frankxue001
commented on
Singapore real estate investment trusts can benefit from their safe-haven status during a time of market volatility as the U.S. Fed raises interest rates, analysts from DBS say in a research note.
The Fed's clarity on its rate-rise trajectory will likely lead to more price stability for Singapore REITs, they say.
What are Real Estate Investment Trusts (REITs)?
Real Estate Investment Trusts (REITs) are funds that invest in a port...
The Fed's clarity on its rate-rise trajectory will likely lead to more price stability for Singapore REITs, they say.
What are Real Estate Investment Trusts (REITs)?
Real Estate Investment Trusts (REITs) are funds that invest in a port...
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Frankxue001
voted
Will u buy $LGI-OSPL SLC ETF S$ (ESG.SG)$
OR
$FTSE Singapore Straits Time Index (.STI.SG)$
OR
STOCKS:
$UOB (U11.SG)$
$OCBC Bank (O39.SG)$
$DBS (D05.SG)$
$Singtel (Z74.SG)$
$Sea (SE.US)$
$Flex Ltd (FLEX.US)$
$CapLand IntCom T (C38U.SG)$
$SGX (S68.SG)$
$Keppel (BN4.SG)$
$Wilmar Intl (F34.SG)$
NOTE:
There're still 40 hidden❓❓❓companies in the ESG ETF .
Related Topic:
Milk The Cow ...
OR
$FTSE Singapore Straits Time Index (.STI.SG)$
OR
STOCKS:
$UOB (U11.SG)$
$OCBC Bank (O39.SG)$
$DBS (D05.SG)$
$Singtel (Z74.SG)$
$Sea (SE.US)$
$Flex Ltd (FLEX.US)$
$CapLand IntCom T (C38U.SG)$
$SGX (S68.SG)$
$Keppel (BN4.SG)$
$Wilmar Intl (F34.SG)$
NOTE:
There're still 40 hidden❓❓❓companies in the ESG ETF .
Related Topic:
Milk The Cow ...
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Frankxue001
liked
Hi, mooers. Welcome to Mooers of the Year 2021, where we present some of the great mooers in the Moo community to you.
As we review 2021, do you still remember the first mooer you followed when you joined the Moo community? Have you ever been impressed by others' insights and clicked the like button instantly?
Here, we'd like to present The Most Followed and The Most Engaged mooers this year to you. Check out the ranking lists now and tell us: Do you recognize any of them? Have you received any inspiring ideas or valuable investing tips from them? If the answers are yes, feel free to extend your appreciation to them in the comment section below!
Congratulations!!
@Mcsnacks H Tupack @OldNormanBates @The Stock Scalpers @treydongui @SEA Hedge @heracheong @Mr Truth @Anonymoo @Mars Mooo @Tanya C @DayleyTrades @huatSG @Stock Watch @disassembly line
A big thank you to all mooers! You are the ones who create a harmonious atmosphere and interact friendly in our community. Thank you for giving a hand to the new mooers and contributing ingenious ideas to our community. Shall we walk into 2022 together and continue to write fantastic stories in the Moo community?
Rewards:
1.'Mooers of 2021' medal: Each mooers on the lists are entitled to one medal only, so there will only be one medal for mooers on both lists.
2.2021 points: Unlike the medal, mooers can receive up to 4042 points if their names are on both lists.
*These rewards will be distributed to your account 15–30 working days after the winner announcement. Please stay tuned!
If luck is not on your side this time, here is a tip for you.
Keep sharing great insights and moments to strike chords with mooers. We are looking forward to seeing you again next year!
Thanks again for all your love and supports! We hope to continue to accompany you and offer ever-improving services to you in the future. Let's grow together to the Moo!!
As we review 2021, do you still remember the first mooer you followed when you joined the Moo community? Have you ever been impressed by others' insights and clicked the like button instantly?
Here, we'd like to present The Most Followed and The Most Engaged mooers this year to you. Check out the ranking lists now and tell us: Do you recognize any of them? Have you received any inspiring ideas or valuable investing tips from them? If the answers are yes, feel free to extend your appreciation to them in the comment section below!
Congratulations!!
@Mcsnacks H Tupack @OldNormanBates @The Stock Scalpers @treydongui @SEA Hedge @heracheong @Mr Truth @Anonymoo @Mars Mooo @Tanya C @DayleyTrades @huatSG @Stock Watch @disassembly line
A big thank you to all mooers! You are the ones who create a harmonious atmosphere and interact friendly in our community. Thank you for giving a hand to the new mooers and contributing ingenious ideas to our community. Shall we walk into 2022 together and continue to write fantastic stories in the Moo community?
Rewards:
1.'Mooers of 2021' medal: Each mooers on the lists are entitled to one medal only, so there will only be one medal for mooers on both lists.
2.2021 points: Unlike the medal, mooers can receive up to 4042 points if their names are on both lists.
*These rewards will be distributed to your account 15–30 working days after the winner announcement. Please stay tuned!
If luck is not on your side this time, here is a tip for you.
Keep sharing great insights and moments to strike chords with mooers. We are looking forward to seeing you again next year!
Thanks again for all your love and supports! We hope to continue to accompany you and offer ever-improving services to you in the future. Let's grow together to the Moo!!
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Frankxue001
liked
Frankxue001
liked
The last quadruple witching for the year 2021 before interest rate hikes, so please buy those you are comfortable and sell those that you feel they are going down deep.
Top 18 Actives (17 Dec 2021 Morning)
$Apple (AAPL.US)$
$Pfizer (PFE.US)$
$Bank of America (BAC.US)$
$Ford Motor (F.US)$
$AT&T (T.US)$
$NIO Inc (NIO.US)$
$Lucid Group (LCID.US)$
$NVIDIA (NVDA.US)$
$Microsoft (MSFT.US)$
$Rivian Automotive (RIVN.US)$
$American Airlines (AAL.US)$
$Advanced Micro Devices (AMD.US)$
$SoFi Technologies (SOFI.US)$
$Carnival (CCL.US)$
$Exxon Mobil (XOM.US)$
$Citigroup (C.US)$
$Wells Fargo & Co (WFC.US)$
$Annaly Capital Management Inc (NLY.US)$
Top 18 Actives (17 Dec 2021 Morning)
$Apple (AAPL.US)$
$Pfizer (PFE.US)$
$Bank of America (BAC.US)$
$Ford Motor (F.US)$
$AT&T (T.US)$
$NIO Inc (NIO.US)$
$Lucid Group (LCID.US)$
$NVIDIA (NVDA.US)$
$Microsoft (MSFT.US)$
$Rivian Automotive (RIVN.US)$
$American Airlines (AAL.US)$
$Advanced Micro Devices (AMD.US)$
$SoFi Technologies (SOFI.US)$
$Carnival (CCL.US)$
$Exxon Mobil (XOM.US)$
$Citigroup (C.US)$
$Wells Fargo & Co (WFC.US)$
$Annaly Capital Management Inc (NLY.US)$
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Frankxue001
liked
U.S stocks posted solid gains Wednesday after the to speed up the tapering of its bond purchases and potentially raise interest rates three times next year to fight inflation. The S&P 500 gained 1.6% and has best performance in more than a year on the day of a Fed desicion.
Pay attention to risky assets while commodities and energy could help fight inflation
“The upshot of these new forecasts is that the Fed has moved into line with market thinking.” Ian Shepherdson, chief economist at Pantheon Macroeconomics said in a note.
However, some institutions warned that investors should pay close attention to whether the current rebound in risky assets in financial markets can continue in the coming period of time.
Sonal Desai, chief investment officer at Franklin Templeton, warned that inflation-linked bonds run the risk of “some rather strange movements” as the Fed continues to intervene in the market. Instead, she prefers some commodity or energy-based currency as indirect safeguards against inflation.
Take history as a mirror: the growth would be better, and dollar index would be stronger
Generally speaking, the future market will first face the first two stages of Taper acceleration and formal interest rate hikes.
CICC reviews the period from the beginning to the end of QE reduction from 2013 to 2014:
On the stock market side, the U.S. stock market performed best and the growth style was better than value (NASDAQ > S&P 500 > Dow Jones), but the performance of emerging markets was mediocre.
On the exchange rate side, the dollar index strengthened and emerging market currencies weakened.
In commodities, crude oil, agricultural products and gold lagged behind, while industrial metals took the lead.
When the QE ends to formally raise interest rates, historical trends show that:
On the stock market side, US stocks are still doing well and Nasdaq, represented by growth style, is the best performer, while emerging market stocks are relatively lagging behind.
On the exchange rate side, the dollar index remained strong and emerging market currencies weakened.
In commodities, crude oil and industrial metals performed differently, while agricultural products and gold lagged behind.
CICC said that whether it is the expected stage of reducing or raising interest rates, monetary policy is not the core factor to completely reverse the trend of US stocks. And because the interest rate of long-end US debt is weaker at this time, the growth style is better.
It is also important to note that once a formal increase in interest rates, the U. S. stock market and the dollar index tend to be dragged down in the short term.
Chinese blue chips may perform better, RMB may depreciate
Zhongtai Securities expects that before the Fed raises interest rates, China is likely to ease measures, and it is possible to change interest rate.
If the Fed eventually raises interest rates next year, then China's equity market will gradually switch to blue chips, and the market value will be more dominant than the growth of small and medium-sized stocks.
In addition, while a strengthening of the dollar index, the depreciation of the RMB exchange rate is expected to rise somewhat.
$Dow Jones Industrial Average (.DJI.US)$ $Nasdaq Composite Index (.IXIC.US)$ $S&P 500 Index (.SPX.US)$ $Apple (AAPL.US)$ $Tesla (TSLA.US)$
$SSE Composite Index (000001.SH)$ $Hang Seng Index (800000.HK)$ $CSI 300 Index (000300.SH)$
Pay attention to risky assets while commodities and energy could help fight inflation
“The upshot of these new forecasts is that the Fed has moved into line with market thinking.” Ian Shepherdson, chief economist at Pantheon Macroeconomics said in a note.
However, some institutions warned that investors should pay close attention to whether the current rebound in risky assets in financial markets can continue in the coming period of time.
Sonal Desai, chief investment officer at Franklin Templeton, warned that inflation-linked bonds run the risk of “some rather strange movements” as the Fed continues to intervene in the market. Instead, she prefers some commodity or energy-based currency as indirect safeguards against inflation.
Take history as a mirror: the growth would be better, and dollar index would be stronger
Generally speaking, the future market will first face the first two stages of Taper acceleration and formal interest rate hikes.
CICC reviews the period from the beginning to the end of QE reduction from 2013 to 2014:
On the stock market side, the U.S. stock market performed best and the growth style was better than value (NASDAQ > S&P 500 > Dow Jones), but the performance of emerging markets was mediocre.
On the exchange rate side, the dollar index strengthened and emerging market currencies weakened.
In commodities, crude oil, agricultural products and gold lagged behind, while industrial metals took the lead.
When the QE ends to formally raise interest rates, historical trends show that:
On the stock market side, US stocks are still doing well and Nasdaq, represented by growth style, is the best performer, while emerging market stocks are relatively lagging behind.
On the exchange rate side, the dollar index remained strong and emerging market currencies weakened.
In commodities, crude oil and industrial metals performed differently, while agricultural products and gold lagged behind.
CICC said that whether it is the expected stage of reducing or raising interest rates, monetary policy is not the core factor to completely reverse the trend of US stocks. And because the interest rate of long-end US debt is weaker at this time, the growth style is better.
It is also important to note that once a formal increase in interest rates, the U. S. stock market and the dollar index tend to be dragged down in the short term.
Chinese blue chips may perform better, RMB may depreciate
Zhongtai Securities expects that before the Fed raises interest rates, China is likely to ease measures, and it is possible to change interest rate.
If the Fed eventually raises interest rates next year, then China's equity market will gradually switch to blue chips, and the market value will be more dominant than the growth of small and medium-sized stocks.
In addition, while a strengthening of the dollar index, the depreciation of the RMB exchange rate is expected to rise somewhat.
$Dow Jones Industrial Average (.DJI.US)$ $Nasdaq Composite Index (.IXIC.US)$ $S&P 500 Index (.SPX.US)$ $Apple (AAPL.US)$ $Tesla (TSLA.US)$
$SSE Composite Index (000001.SH)$ $Hang Seng Index (800000.HK)$ $CSI 300 Index (000300.SH)$
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Frankxue001
liked
Well almost one year with Moomoo, been downs and ups. And recently joined $Grab Holdings (GRAB.US)$ ipo and realized I am still too young too naive AHAHAHA.
With many ups and downs, there are many memorable moments that made me feel Moomoo is not just one stock exchange platform but another social app in disguise.
HODL party with the $AMC Entertainment (AMC.US)$ apes
Discussion on when we can fly again with fellow sgmooer $SIA (C6L.SG)$
Watching the rise of $Sea (SE.US)$ and it's recent falls
Oh and of course the crazy ride with all the EV companies.
I would like to say thank you everyone who commented, gave me advises, and those who laughed at my comments. cos you I choose to continue stay and fight another day
因为你们,让我更喜欢moomoo
Love & Peace
With many ups and downs, there are many memorable moments that made me feel Moomoo is not just one stock exchange platform but another social app in disguise.
HODL party with the $AMC Entertainment (AMC.US)$ apes
Discussion on when we can fly again with fellow sgmooer $SIA (C6L.SG)$
Watching the rise of $Sea (SE.US)$ and it's recent falls
Oh and of course the crazy ride with all the EV companies.
I would like to say thank you everyone who commented, gave me advises, and those who laughed at my comments. cos you I choose to continue stay and fight another day
因为你们,让我更喜欢moomoo
Love & Peace
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Frankxue001
liked
$SIA (C6L.SG)$ get ready buying mode
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