$Lion-OCBC Sec HSTECH S$ (HST.SG)$
$Lion-OSPL China L S$ (YYY.SG)$
$UOBAM PINGAN CHINEXT S$ (CXS.SG)$
$CSOP STAR&CHINEXT50 SGD (SCY.SG)$ $CSOP DIV ETF S$ (SHD.SG)$
$CGS FG CSI1000 S$ (GRO.SG)$
if you are wondering why it ralliedPBOC Rates Cut

•Last week, LCU (+1.52% in USD), SQU (+1.63% in USD), and SRT (+3.50% in SGD) gained while $CSOP DIV ETF S$ (SHD.SG)$ (-1.48% in SGD) and $CSOP STAR&CHINEXT50 SGD (SCY.SG)$ (-2.64% in SGD) fell.
• $CSOP LOW CARBON US$ (LCU.SG)$ gains were driven by communication services, healthcare, and financials by sector and Japan, Australia and China by geography. By individual firms, the rise was propelled by Keyence Corp, Seven & I Holdings, and Xiaomi Corp. $Keyence (6861.JP)$ rose afte...

Last week, LCU (+6.81% in USD), SQU (+7.10% in USD), SRT (+1.64% in SGD), and $CSOP DIV ETF S$ (SHD.SG)$ (+0.70% in SGD) gained while $CSOP STAR&CHINEXT50 SGD (SCY.SG)$ (-1.38% in SGD) fell.
$CSOP LOW CARBON US$ (LCU.SG)$ rise was due to IT, financials and consumer discretionary by sector. By geography, the gains were led by Japan, Taiwan and South Korea. By individual firms, the gains were due to Toyota Motor Corp, Samsung Electronics and Hon Hai Precisi...

Last week (as of Aug 8, 2024), LCU (-1.07% in USD), SQU (-3.11% in USD), SRT (-2.66% in SGD), $CSOP DIV ETF S$ (SHD.SG)$ (-0.89% in SGD) and $CSOP STAR&CHINEXT50 SGD (SCY.SG)$ (-1.65% in SGD) fell. This happened alongside the unwinding of JPY-funded carry trades as JPY strengthen following bets that the BOJ will continue hiking rates.
$CSOP LOW CARBON US$ (LCU.SG)$ fall was due to financials, IT and industrials by sector. By geography, the decline was led...

Last week, SQU (+0.39% in USD), SRT (+3.30% in SGD) and $CSOP DIV ETF S$ (SHD.SG)$ (+0.20% in SGD) gained, while LCU (-2.75% in USD) and $CSOP STAR&CHINEXT50 SGD (SCY.SG)$ (-1.04% in SGD) fell.
In $CSOP LOW CARBON US$ (LCU.SG)$, $Toyota Motor (7203.JP)$ fell as its quarterly earnings missed analysts’ forecasts where operating profit was 1.31 trillion yen (vs 1.32 trillion yen est).
$CSOP SEA TECH ETF(USD) (SQU.SG)$ rise was led by Delta Electronics, Astra ...

Last week, LCU (-2.96% in USD), SQU (-1.79% in USD), SRT (-1.36% in SGD), $CSOP DIV ETF S$ (SHD.SG)$ (-2.03% in SGD) and $CSOP STAR&CHINEXT50 SGD (SCY.SG)$ (-3.72% in SGD) all fell, alongside markets globally.
$CSOP LOW CARBON US$ (LCU.SG)$ fall was driven by IT, industrials and financials by sector. By country, the decline was led by Japan, Australia and South Korea. By individual firms, the fall was led by Samsung Electronics, $Hitachi (6501.JP)$ and $TENCENT (00700.HK)$. Samsung ...

•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...