•Last week, LCU (-2.74% in USD), SQU (-0.64% in USD), SRT (-1.30% in SGD) and $CSOP DIV ETF S(SHD.SG)$ (-1.43% in SGD) fell, while $CSOP STAR&CHINEXT50 SGD(SCY.SG)$ (+3.25% in SGD) rose.
• $CSOP LOW CARBON US(LCU.SG)$ fall was driven by IT, consumer discretionary and communication services by sector. By country, the decline was led by China, Taiwan and Japan. By individual firms, the fall was led by $Taiwan Semiconductor(TSM.US)$, $TENCENT(00700.HK)$ ...

•Last week, LCU (+2.01% in USD), SQU (+3.15% in USD), SRT (+7.10% in SGD) and $CSOP STAR&CHINEXT50 SGD(SCY.SG)$ (+1.96% in SGD) gained, while $CSOP DIV ETF S(SHD.SG)$ (-1.32% in SGD) fell.
• $CSOP LOW CARBON US(LCU.SG)$ gains can be attributable to IT, consumer discretionary and financials by sectors. By geography, gains were led by Japan, Taiwan and China. In terms of individual firms, gains were mainly driven by TSMC, Sony Group and Tokyo Electron. $Taiwan Semiconductor(TSM.US)$ gained as...

Last week, $CSOP LOW CARBON US(LCU.SG)$ (+0.59% in USD) and $CSOP SEA TECH ETF(USD)(SQU.SG)$(+2.18% in USD) gained, while $CSOP S-REITs INDEX ETF(SRT.SG)$ (-0.28% in SGD), $CSOP DIV ETF S(SHD.SG)$ (-1.49% in SGD) and $CSOP STAR&CHINEXT50 SGD(SCY.SG)$ (-0.97% in SGD) fell.
LCU’s gains can be attributable to IT, financials, and communication services. By geography, gains were led by Taiwan, China and South Korea. In terms of individual firms, gains wer...

• Last week, $CSOP LOW CARBON US(LCU.SG)$ (+2.04% in USD), $CSOP SEA TECH ETF(USD)(SQU.SG)$ (+3.25% in USD), $CSOP S-REITs INDEX ETF(SRT.SG)$(+0.68% in SGD) gained, while $CSOP DIV ETF S(SHD.SG)$ (-0.82% in SGD) and $CSOP STAR&CHINEXT50 SGD(SCY.SG)$ (-0.42% in SGD) fell.
• LCU’s gains were mainly driven by IT, communication services, and financials by sectors. In terms of geography, Taiwan, South Korea and China led the rally. As for individual stock...

•Last week, $CSOP STAR&CHINEXT50 SGD(SCY.SG)$ (+0.71% in SGD) and $CSOP DIV ETF S(SHD.SG)$ (+1.02% in SGD) gained while $CSOP LOW CARBON US(LCU.SG)$ (-1.42% in USD), $CSOP SEA TECH ETF(USD)(SQU.SG)$ (-3.15% in USD), and $CSOP S-REITs INDEX ETF(SRT.SG)$ (-0.68% in SGD) fell.
•LCU’s losses were mainly driven by IT, consumer discretionary and industrials by sectors. In terms of geography, losses were attributable to China, Japan and South Korea. As for ...

•Last week, $CSOP LOW CARBON US(LCU.SG)$ (+2.11% in USD), $CSOP SEA TECH ETF(USD)(SQU.SG)$ (+3.98% in USD), $CSOP S-REITs INDEX ETF(SRT.SG)$ (+0.81% in SGD) and $CSOP DIV ETF S(SHD.SG)$ (+0.55% in SGD) gained, while $CSOP STAR&CHINEXT50 SGD(SCY.SG)$ (-1.62% in SGD) fell. This is driven by positive earnings release of portfolio companies.
•LCU’s gains were mainly driven by IT, communication services and consumer discretionary by sectors. In terms of ge...

•Last week, $CSOP LOW CARBON US(LCU.SG)$ LCU (+1.06% in USD), $CSOP SEA TECH ETF(USD)(SQU.SG)$ SQU (+1.29% in USD), $CSOP S-REITs INDEX ETF(SRT.SG)$ SRT (+2.22% in SGD) and $CSOP DIV ETF S(SHD.SG)$ SHD (+0.28% in SGD) gained, while $CSOP STAR&CHINEXT50 SGD(SCY.SG)$ SCY (-1.99% in SGD) fell. This is amid earnings optimism and US data that supported the case for interest-rate cuts.
•LCU’s gains were mainly driven by IT, Financials and energy by sectors...

$CSOP STAR&CHINEXT50 SGD(SCY.SG)$ IT, Health Care and industrials. What cost?

•Last week, $CSOP LOW CARBON US(LCU.SG)$ LCU (+2.73% in USD), $CSOP SEA TECH ETF(USD)(SQU.SG)$ SQU (+0.87% in USD), $CSOP DIV ETF S(SHD.SG)$ SHD (+1.03% in SGD) and $CSOP STAR&CHINEXT50 SGD(SCY.SG)$ SCY (+4.43% in SGD) gained while $CSOP S-REITs INDEX ETF(SRT.SG)$ SRT (-0.69% in SGD) fell slightly amidst a backdrop of a dovish FOMC statement post FOMC meeting where rates were held constant.
•LCU’s gains were primarily attributable to industrials, fin...

Last week, $CSOP LOW CARBON US(LCU.SG)$ LCU (+3.06% in USD), $CSOP SEA TECH ETF(USD)(SQU.SG)$ SQU (+4.24% in USD), $CSOP S-REITs INDEX ETF(SRT.SG)$ SRT (+2.54% in SGD), and $CSOP STAR&CHINEXT50 SGD(SCY.SG)$ SCY (+2.55% in SGD) gained while $CSOP DIV ETF S(SHD.SG)$ SHD (-4.30% in SGD) fell.
SRT’s gains were predominantly attributed to industrial, office and retail by subsectors, and CICT, FLT and MPACT by individual REITs. CICT $CapLand IntCom T(C38U.SG)$ ...